My current positions are only in industrial and financial sectors with greater weight on industrials.
IndustrialsKPLC
Kengen
EABL
ARM
KK
FinancialsKCB
Equity
Barclays
Stanchart
Looking forward, I contemplate to take positions in the Commercial sector, and the contention is between NMG or Scangroup.
In the financial sector, I intend to reduce some holding in KCB to bring in JUB, that is when KCB crosses the proverbial 30 bob bar.The idea is to also have a stake in the insurance sub sector.
With this I will end up with 11 counters for the long term in Nairobi bourse as a foreign non resident investor.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .