“They've got about 57% of their portfolio that are invested in equities and stocks, about 8% in bonds”

The SME Stream · Brad Olsen: Infometrics Principal Economist on the NZ Superannuation Fund posting a return of 14.17%

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What was described

held a portfolio composition of about 57% equities and 8% bonds

57% equities, 8% bonds

Said nearby on the same subject

“Our portfolio is 80 equities, 20 debt. ... we will be compensated more and make more money effectively off equities than we will bonds.”
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Said on The SME Stream
Why it worked 80% equities, 20% debt Share this moment
“We have a 400-stock portfolio, which is an expression of about 20 or 25 themes… like a bond portfolio with 20 maturities”
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Django Davidson
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“Our inflation-sensitive asset class, which we have about 20% of our portfolio in right now, is there to provide offsets to what we expect to be happening in our equity market.”
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“They've bought seven properties... portfolio worth close to $11 million... about $6 million worth of equity.”
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Said on Personal Finance with Ravi Sharma | Australian Finance & Property Podcast
Hard number 7 properties; portfolio value ≈ $11 M; equity ≈ $6 M; growth rate 12.6… Share this moment

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