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PORTFOLIO RESTRUCTURING
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jerry
#21 Posted : Saturday, April 16, 2011 11:32:37 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
Impunity wrote:
Paka at 2.10 will be miaowest,good for speculative intents.

>@Impunity. Are there good volumes for speculation on PAKA? Suppose it de-lists b4 u cash out?
The opposite of courage is not cowardice, it's conformity.
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Cde Monomotapa
#22 Posted : Saturday, April 16, 2011 1:43:44 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
emlyn ngwiri wrote:
probably, re-balancing of ones portfolio necessitates consideration of ;

1 time period--how long you intend to maintain the current portfolio depending on your return objectives

2 taxation--securities that need tax exempt are those for high net worth individuals one can avoid investments that produce high current income particularly over long periods where the need for current income is not immediate

3 liquidity--This is based on future spending needs whether immediate or not. an increase in wealth is accompanied with an increase in lifestyle.

hope this helps


EXCELLENT! Always keep no.2. in mind.
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youcan'tstopusnow
#23 Posted : Saturday, April 16, 2011 2:20:22 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Genghis Khan, a couple of book closures coming up in the near term. You might want to keep an eye on the stocks as you aim to restructure your portfolio. All the best
GOD BLESS YOUR LIFE
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kenyainvesting.blogspot.com
#24 Posted : Saturday, April 16, 2011 8:33:24 PM
Rank: New-farer

Joined: 3/29/2011
Posts: 56
Location: Kenya
NSE DOWN FOR THE 1ST QUARTER 2011.
Go to Kenya Investing for a more in-depth analysis.
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Gordon Gekko
#25 Posted : Sunday, April 17, 2011 9:14:25 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
Been thinking hard and long this weekend. With all the oil s**t and politics as we head to 2012 I think I should liquidate every thing and move to money markets or real estate till things are clearer.
For money markets I'm contemplating CFC Stanbic Money Market Fund or maybe one of those Govt Infrastructure Bonds.
For real estate maybe something in my home county as I see demand for housing picking up in a big way with this devolution thing.
I want my exit strategy to be sell anything showing over 75% cap gains. Currently this is only NIC. If I reduce the threshold to 30% then KK, TPS, NMG, KGN will show up, giving enough cash to make a downpayment for a nice apartment. Just thinking.
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sparkly
#26 Posted : Sunday, April 17, 2011 9:30:51 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Gordon Gekko wrote:
Been thinking hard and long this weekend. With all the oil s**t and politics as we head to 2012 I think I should liquidate every thing and move to money markets or real estate till things are clearer.
For money markets I'm contemplating CFC Stanbic Money Market Fund or maybe one of those Govt Infrastructure Bonds.
For real estate maybe something in my home county as I see demand for housing picking up in a big way with this devolution thing.
I want my exit strategy to be sell anything showing over 75% cap gains. Currently this is only NIC. If I reduce the threshold to 30% then KK, TPS, NMG, KGN will show up, giving enough cash to make a downpayment for a nice apartment. Just thinking.

Good for you that your portifolio is enough to go into an apartment. I dont see big gains in 2011-2013 unlike the past year. I would say go for it.
Life is short. Live passionately.
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QW25071985
#27 Posted : Sunday, April 17, 2011 10:18:16 AM
Rank: Veteran

Joined: 3/25/2011
Posts: 946
sparkly wrote:
Gordon Gekko wrote:
Been thinking hard and long this weekend. With all the oil s**t and politics as we head to 2012 I think I should liquidate every thing and move to money markets or real estate till things are clearer.
For money markets I'm contemplating CFC Stanbic Money Market Fund or maybe one of those Govt Infrastructure Bonds.
For real estate maybe something in my home county as I see demand for housing picking up in a big way with this devolution thing.
I want my exit strategy to be sell anything showing over 75% cap gains. Currently this is only NIC. If I reduce the threshold to 30% then KK, TPS, NMG, KGN will show up, giving enough cash to make a downpayment for a nice apartment. Just thinking.

Good for you that your portifolio is enough to go into an apartment. I dont see big gains in 2011-2013 unlike the past year. I would say go for it.


i think you meant oil shit....yeah oil right now is very shitty...nkt. where is it headed.
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jerry
#28 Posted : Sunday, April 17, 2011 12:32:40 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
Where is it headed?! Waiting for Atwoli to tell us on May Day.
The opposite of courage is not cowardice, it's conformity.
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the deal
#29 Posted : Sunday, April 17, 2011 12:37:18 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
My portifolio returned 60% in the first quater...if it was not for the losses i took in KQ it would have been 70%...Stocks is the only thing that has offered me such kind of returns...or the other business ventures i have tried have ended in failure...i recently tried to go into the IT business...the stock currently piled in my room is a painful remind of 'stick to what you knw best'
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QW25071985
#30 Posted : Sunday, April 17, 2011 12:44:35 PM
Rank: Veteran

Joined: 3/25/2011
Posts: 946
the deal wrote:
My portifolio returned 60% in the first quater...if it was not for the losses i took in KQ it would have been 70%...Stocks is the only thing that has offered me such kind of returns...or the other business ventures i have tried have ended in failure...i recently tried to go into the IT business...the stock currently piled in my room is a painful remind of 'stick to what you knw best'


IT industry is booming in kenya and you cannot make any money from it???? Just look at how mucht the gov. is spending in IT infrastructure fiber optic cable after cable after cable landing in kenya. . Yenyewe just stick to what you know best...Laughing out loudly
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