MYX 2.13% $4.13 mayne pharma group limited

Is MYX a bargain, page-15

  1. 10,672 Posts.
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    You have to diversify for sure. I even diversify my investment case philosophy!

    What I mean by that I allocate 25% of funds towards high growth - dividends irrelevant
    (6 mths - 2 years)

    CTD, OZL, WEB, CAR

    25% towards value (1-3 years)

    BLD, S32, CPU, OSH - last two has a mix of value + growth but a problem area as S32 slashed dividends.

    25% towards "market darlings" as I call them in my portfolio mix (1 month to 3 years)

    APT, GMG, RMD, REA

    25% towards (turn around stories, good business that are out of favour - (6 mths to 3 years)

    MYX, NUF, PTM, WOR

    When I exit one I replace it with a like for like. Gets tricky when you are under weight/ over weight in some position and not intend to and need to shuffle crap around costing brokerage dollars a plenty is annoying.
 
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