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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.960 | 2.930 | 0.970 |
Stocks | 89.620 | 89.640 | 0.020 |
Bonds | 2.740 | 2.740 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 5.520 | 5.530 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.272 | 18.526 |
Price to Book | 2.211 | 2.317 |
Price to Sales | 1.967 | 1.974 |
Price to Cash Flow | 10.834 | 11.069 |
Dividend Yield | 2.736 | 2.226 |
5 Years Earnings Growth | 10.909 | 10.953 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.800 | 16.140 |
Healthcare | 13.860 | 16.487 |
Financial Services | 12.920 | 11.437 |
Consumer Cyclical | 10.820 | 10.923 |
Industrials | 10.620 | 10.863 |
Communication Services | 8.460 | 8.450 |
Utilities | 6.230 | 7.433 |
Real Estate | 5.990 | 6.100 |
Consumer Defensive | 4.950 | 5.163 |
Basic Materials | 4.720 | 4.037 |
Energy | 3.620 | 2.963 |
Number of long holdings: 338
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Intl Shs Sel Exclusions IdxNZDH | AU60VAN82871 | 33.60 | - | - | |
Vanguard Emerging Markets Shares Index Fund | AU60VAN00055 | 5.49 | 2.181 | 0% | |
Vanguard ESG US Stock ETF | - | 3.11 | - | - | |
Vanguard International Prpty Secs IdxHdg | AU60VAN00196 | 1.96 | - | - | |
Fisher&Paykel Healthcare | NZFAPE0001S2 | 1.89 | 25.80 | +1.38% | |
Vanguard Ethically Conscious Global Aggregate Bond | AU0000022501 | 1.72 | 41.62 | +0.22% | |
Booster Wine Group Limited Partnership | - | 1.65 | - | - | |
Auckland Airport | NZAIAE0002S6 | 1.56 | 7.86 | +1.55% | |
Spark New Zealand | NZTELE0001S4 | 1.34 | 4.25 | -0.23% | |
Infratil | NZIFTE0003S3 | 1.32 | 9.95 | -0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Booster KiwiSaver Geared Growth Fun | 470.26M | 10.94 | 6.62 | 11.34 |
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