F
10 Leniwy portfel (ETF + EDO) · jednorazowo
FundStatThe most popular setup among Polish passive investors: a global stock ETF for growth and 10-year inflation-indexed retail treasury bonds (EDO) as the safe part with no currency risk. 70% iShares Core MSCI World (IWDA), 30% EDO. Rebalanced each November only by selling the ETF and buying that month's new EDO series, because redeeming EDO early costs a fee. Assumptions: a single 100,000 PLN deposit on 1 Nov 2016, no further deposits. EDO interest is shown after the 19% tax. Commissions, currency spreads and tax on ETF sales are not included.
Portfolio value
€64,024+€40,784Total Gain
Investor Return
175.49%
+10.66%Annualized
Portfolio Performance
175.49%
+10.66%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
69.81% | 3653 | +€31,419.66 | +236.69% | €44,694.50 | $42.40 | ||
29.84% | 3288 | +€2,182.23 | +12.90% | €19,102.84 | PLN 100.00 | ||
0.35% | - | - | - | €226.54 | - |
iShares Core MSCI World UCITS ETF USD (Acc)69.81%
3653
+€31,419.66
+236.69%
€44,694.50
$42.40
EDO government bonds29.84%
3288
+€2,182.23
+12.90%
€19,102.84
PLN 100.00
Cash (PLN)0.35%
-
-
-
€226.54
-
10 Leniwy portfel (ETF + EDO) · jednorazowo
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Portfolio over time
TWR
+9.32%
10 Leniwy portfel (ETF + EDO) · jednorazowo
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +14.11% | +4.8 pp |
| 2 | 10 Leniwy portfel (ETF + EDO) · jednorazowo | +9.32% | BaseReference point |
10 Leniwy portfel (ETF + EDO) · jednorazowo
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Transaction History
Date
Instrument
Type
EDO11362026-11-02BUY
PLN 57,700.00577 @ PLN 100.00
2026-11-02
Obligacje 10-letnie EDO EDO1136BUY
577
PLN 100.00
PLN 57,700.00
SELL
PLN 8,010.922,032.66 @ PLN 3.94
2026-11-02
SELL
2,032.66
PLN 3.94
PLN 8,010.92
IWDA2026-11-02SELL
$2,032.6614 @ $145.19
2026-11-02
iShares Core MSCI World UCITS ETF USD (Acc)SELL
14
$145.19
$2,032.66
EDO11262026-11-02SELL
PLN 29,900.00299 @ PLN 100.00
2026-11-02
Obligacje 10-letnie EDO EDO1126SELL
299
PLN 100.00
PLN 29,900.00
EDO11312021-11-01BUY
PLN 10,400.00104 @ PLN 100.00
2021-11-01
Obligacje 10-letnie EDO EDO1131BUY
104
PLN 100.00
PLN 10,400.00
SELL
PLN 10,433.822,638.8 @ PLN 3.95
2021-11-01
SELL
2,638.8
PLN 3.95
PLN 10,433.82
IWDA2021-11-01SELL
$2,638.8030 @ $87.96
2021-11-01
iShares Core MSCI World UCITS ETF USD (Acc)SELL
30
$87.96
$2,638.80
EDO11302020-11-02BUY
PLN 1,300.0013 @ PLN 100.00
2020-11-02
Obligacje 10-letnie EDO EDO1130BUY
13
PLN 100.00
PLN 1,300.00
IWDA2020-11-02SELL
$315.605 @ $63.12
2020-11-02
iShares Core MSCI World UCITS ETF USD (Acc)SELL
5
$63.12
$315.60
SELL
PLN 1,249.08315.6 @ PLN 3.96
2020-11-02
SELL
315.6
PLN 3.96
PLN 1,249.08
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