HSBC FTSE EPRA Nareit Developed ETF Forum

#frage

Can someone explain to me why $10AJ (+1,78 %) with the same positions/index as $HPRO (+1,52 %) 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 (+1,02 %) 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 (+1,52 %) 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 (-0,44 %) 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 (+0,39 %)

10% $HPRO (+1,52 %)

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 (+1,52 %) represented in the ETF ) in relation to the $ACWI

I also own a small amount of BTC, not included here.