54. New Zealand Super Fund reference portfolio
Account$97,544
Return−2.46%
vs S&P 500+1.63%
Worst drop−3.25%
What it does
The benchmark of New Zealand's state pension fund: 75% global stocks, 5% New Zealand stocks, 20% bonds. Real one is hedged to the NZ dollar; ours is in US dollars, bonds are the US aggregate and the US share of stocks is our estimate.
Account value
New Zealand Super Fund reference portfolioS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 208 | $96.55 | $20,082 | 20.59% |
| EEM | 160 | $59.33 | $9,493 | 9.73% |
| EFA | 231 | $101.89 | $23,537 | 24.13% |
| SPY | 59 | $735.29 | $43,382 | 44.47% |
| Cash | $1,050 | 1.08% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 231 | $103.26 | $23,853 | $11.93 |
| 2026-10-22 | Buy | AGG | 208 | $95.69 | $19,904 | $9.95 |
| 2026-10-22 | Buy | EEM | 160 | $62.05 | $9,928 | $4.96 |
| 2026-10-22 | Buy | SPY | 59 | $766.37 | $45,216 | $22.61 |