I better not calculate ATM's share in my portfolio, it'll be scary :p
Printable View
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.
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 :t_up:
Started at 6.5% of my portfolio (with a target 20% weight on "Dairy"), now at 22%.
http://www.sharechat.co.nz/article/c...land-dropshtml
Rumors of MSCI inclusion.