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12-03-2018, 01:38 PM
#7941
Originally Posted by Left field
Good on you Beagle.... feel the fear and just do it!
(Disc ATM over 60% of my portfolio!)
I better not calculate ATM's share in my portfolio, it'll be scary
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12-03-2018, 01:51 PM
#7942
Member
Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.
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12-03-2018, 01:58 PM
#7943
Originally Posted by Dust
Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.
Yes, however the share of ATM's portion in my portfolio is out of buying a lot when it was very cheap compared to current sp and surge in price mainly in the last 18 months or so skewed its balance by a big margin.
I do have few other decent ones in my portfolio.
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12-03-2018, 02:04 PM
#7944
Originally Posted by Dust
Reading this thread just keeps reminding me of the sad state of the NZX market, where investors resort to diversifying into a single name over the rest of the garbage on the exchange.
NZX currently one of the best markets in the World IMHO. (sb9's post 7944 applies to me also.) For the record, I'm in agreement with Buffet that diversification of a portfolio is over rated, and best for those who don't know what they are doing.
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12-03-2018, 02:14 PM
#7945
Member
Originally Posted by Left field
NZX currently one of the best markets in the World IMHO. (sb9's post 7944 applies to me also.) For the record, I'm in agreement with Buffet that diversification of a portfolio is over rated, and best for those who don't know what they are doing.
The me from a parallel universe might agree with ya, but when I look at the NZX page with 0 new listings, and all the big names dying to run to other exchanges I just cant haha
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12-03-2018, 02:37 PM
#7946
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12-03-2018, 02:51 PM
#7947
Look harder...there's SUM very good companies on the NZX trading on compelling fundamental's...this is not the only compelling investment story by any means but certainly the best in my view
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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12-03-2018, 03:00 PM
#7948
Started at 6.5% of my portfolio (with a target 20% weight on "Dairy"), now at 22%.
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12-03-2018, 05:42 PM
#7949
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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12-03-2018, 06:49 PM
#7950
Member
Originally Posted by Beagle
What will inclusion in that index mean Beagle?
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