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
$71,724+$46,034Total Gain
Investor Return
179.19%
+10.80%Annualized
Portfolio Performance
179.19%
+10.80%Annualized
Holdings
Data from day: Nov 02
| History | |||||||
|---|---|---|---|---|---|---|---|
69.79% | 3653 | +$35,469.40 | +243.17% | $50,055.44 | $42.40 | ||
29.86% | 3288 | +$2,341.56 | +12.28% | $21,414.16 | PLN 100.00 | ||
0.35% | - | - | - | $253.95 | - |
iShares Core MSCI World UCITS ETF USD (Acc)69.79%
3653
+$35,469.40
+243.17%
$50,055.44
$42.40
EDO government bonds29.86%
3288
+$2,341.56
+12.28%
$21,414.16
PLN 100.00
Cash (PLN)0.35%
-
-
-
$253.95
-
10 Leniwy portfel (ETF + EDO) · jednorazowo
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Portfolio over time
TWR
+6.10%
10 Leniwy portfel (ETF + EDO) · jednorazowo
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Benchmarking
| # | Instrument | Return | Diff |
|---|---|---|---|
| 1 | S&P 500SPY | +10.80% | +4.7 pp |
| 2 | 10 Leniwy portfel (ETF + EDO) · jednorazowo | +6.10% | 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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