Can someone explain to me why $10AJ (+0,52 %) with the same positions/index as $HPRO (+0,62 %) with the same TER has outperformed by around 25% in the last 5 years?
Is it due to the fund currency or the fund domicile?
Puestos
3Can someone explain to me why $10AJ (+0,52 %) with the same positions/index as $HPRO (+0,62 %) with the same TER has outperformed by around 25% in the last 5 years?
Is it due to the fund currency or the fund domicile?
After a few individual investments and rather ill-considered purchases, I have finally made up my mind, savings plans which I simply run alongside my individual purchases.
I currently save every two weeks:
$SPXS (+0,43 %) with 50 €
I will be saving in this ETF for a very long time, as the investment horizon here is >15 years. As this is often used as a benchmark for many portfolio performances, it can't be wrong if you want to pursue a core-satellite strategy later on.
$HPRO (+0,62 %) with 50 €
I believe that the higher prime rate is currently a good opportunity to enter the real estate market and to keep it as a portfolio component in order to gain a little more weighting in this sector. It's also the only distributing ETF, which takes away the advantage of the tax deferral effect, but I find the payouts very motivating :D .
$GERD (+0,23 %) with 25 €
A bet with a short-term investment horizon. Many positions are doubled here, but the overweighting is intentional.
What do you think of my strategy?
Portfolio restructuring
Dear Community,
I am 20 years old and currently attending master craftsman school. I was able to invest a lot from my time working full-time. Now it's time to restructure and I wanted to hear your opinion on my plan.
My goal is to create a simple, fairly diversified world portfolio with a return booster.
My lineup:
50% $ACWI
40% $WSML (+0,72 %)
10% $HPRO (+0,62 %)
I got the allocation from Souverän Investieren mit Indexfons & ETFs.
I personally like the idea of the return booster through small caps and the low correlation of the REITs (which are proportionally represented in the ETF $HPRO (+0,62 %) represented in the ETF ) in relation to the $ACWI
I also own a small amount of BTC, not included here.
Principales creadores de la semana