- This month
- +1.4%
- 3 months
- +6.6%(from 4 Aug)
- Year to date
- +6.6%(from 4 Aug)
- Since publication
- +6.6%(from 4 Aug)
- Max drawdown
- -2.6%
Return against a yardstick
Portfolio +6.6%SXR8 +4.2%
Before the day of publication the line shows the history the author gave, at their dates and prices. From publication on it is orders at our closing prices: only that part enters the ranking. Compared with an ETF, not with the index itself.
Allocation
- IUIT3,859.75 zł40.4%
- IWDA3,447.19 zł36.1%
- IGLN1,764.76 zł18.5%
- Cash PLN290.27 zł3.0%
- ICGA184.02 zł1.9%
Composition
Instrument | Units | Value | Share |
|---|---|---|---|
| IGLNiShares Physical Gold ETCLSE | 5.6438 | 1,764.76 zł | 18.5% |
| IUITiShares S&P 500 Information Technology Sector UCITS ETF USD (Acc)LSE | 18.1582 | 3,859.75 zł | 40.4% |
| IWDAiShares Core MSCI World UCITS ETF USD (Acc)LSE | 6.0527 | 3,447.19 zł | 36.1% |
| ICGAiShares MSCI China UCITS ETF USD AccXetra | 9 | 184.02 zł | 1.9% |
| Cash PLN | – | 290.27 zł | 3.0% |
Total: 9,545.99 zł. At prices of 2 October 2026.
Trades
Corrections to a public portfolio's trades are visible. Entries from before publication are history the author gave; later ones execute at the first close after they were recorded.
Date | Kind | Units | Price |
|---|---|---|---|
| 06/10/2025 | Exchange PLN → EURat the close | 219.71 zł → 51.67 EUR | – |
| 05/10/2025 | Deposit PLNat the close | 1,800.00 zł | – |
| 02/03/2026 | Deposit PLNat the close | 2,700.00 zł | – |
| 27/03/2026 | Buy IWDAat the close | 6.0527 | 147.16 USDclose of 04/08/2026 |
| 06/10/2025 | Buy IGLNat the close | 5.6438 | 79.11 USDclose of 04/08/2026 |
Portfolio results are their authors' data, counted by the published rules.
We compare broker services. This is not investment or tax advice.
