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PORTFOLIO RESTRUCTURING
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Gadaffi
#31 Posted : Sunday, April 17, 2011 4:20:51 PM
Rank: Member

Joined: 2/13/2011
Posts: 284
Location: Nairobi
QW25071985 wrote:
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.

lets just hope the rains dont fail, otherwise things will be on a free fall
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Cde Monomotapa
#32 Posted : Sunday, April 17, 2011 5:27:07 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@Gadaffi kwani u have wi-fi in ur bomb shelter! Just for laughs...lol!
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youcan'tstopusnow
#33 Posted : Sunday, April 17, 2011 8:16:07 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde Monomotapa wrote:
@Gadaffi kwani u have wi-fi in ur bomb shelter! Just for laughs...lol!

Laughing out loudlyLaughing out loudlyLaughing out loudly Ile siku atatolewa hapo atapigwa makofi kama Gbagbo mbele ya T.V
GOD BLESS YOUR LIFE
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mkonomtupu
#34 Posted : Monday, April 18, 2011 8:21:10 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
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.


GG you are wrong even at its worst in 2001-2002 the NSE was giving a return of 18-24% and it is still offering the best returns compared to the money market where the rate is 6.5% average. With inflation at 9% quite doesn't make sense with some stocks like KCB returning 41%. NIC and KCB will still be able to post growth in earnings above 50%. As you said NIC has given you 75% where will get that in real estate. I hope you didn't miss out on the KENGEN PIBO that 12.5% is really good. Please think again.
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Genghis Khan
#35 Posted : Monday, April 18, 2011 8:49:39 AM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
kihato wrote:
stock gurus like of njunge n stockmaster etc advice on this....
currently my portfolio (150k) 48%kcb,52%K.
i got cash 11k i want to invest in penny stocks.on monday aka.KK,Sasini,mumias,safcom,unga n paka.
vision 2030
i have daykio mwiki plot balance of 452k i want to clear on or b4 August 2011.By liquidating all stock held by july and also i allocate 50k from my salo as from april.
notes.
1.Daykio plots title not yet out even for those who have completed paying.
2.Suppose i invest 50k monthly to stock other than downpayment for the plot is it worthy the risk.
3.Suppose i pledge with bank to give loan on the shares money obtained i add to the 50k salo n invest in mid level stocks likes of kcb,equity,kq,and liquidate after 6 months is it worthy??.
please advice your brother on the possible scenario...its good to start from somewhere even if small.
thnx.


If i were you, I would take a loan of about 500k and offset the plot balance. Then use the remaining 50k to get into the market.

Assuming you took a loan with a 2year term, your repayments would be like 25k per month. You can put the other 25k into the market monthly.

From past experience it's always safer to enter the market slowly... many times when we jump in with a lump sum we either make a killing or get killed... best to get in slowly especially when not absolutely sure about what ur doing.
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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  | | Edit by user: Monday, April 18, 2011 8:54 AM | Reason: Not specified
Genghis Khan
#36 Posted : Monday, April 18, 2011 8:58:46 AM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
@youcan'tstopusnow, asante for ur posts... very concise, very helpful.
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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  | | Edit by user: Monday, April 18, 2011 9:00 AM | Reason: Not specified
Cde Monomotapa
#37 Posted : Monday, April 18, 2011 9:08:55 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
Cde Monomotapa wrote:
@Gadaffi kwani u have wi-fi in ur bomb shelter! Just for laughs...lol!

Laughing out loudlyLaughing out loudlyLaughing out loudly Ile siku atatolewa hapo atapigwa makofi kama Gbagbo mbele ya T.V

atatoa moshi.
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the deal
#38 Posted : Monday, April 18, 2011 10:12:38 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
huge volumes on CMC today...its one of the stocks i'm tipping going forward...more on that on my blog.
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Iborian
#39 Posted : Monday, April 18, 2011 4:51:48 PM
Rank: Member

Joined: 4/17/2009
Posts: 194
Anyone know what was behind the huge trades at maximum price for the day in CMC today?

the deal wrote:
huge volumes on CMC today...its one of the stocks i'm tipping going forward...more on that on my blog.
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youcan'tstopusnow
#40 Posted : Monday, April 18, 2011 7:30:04 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Genghis Khan wrote:
@youcan'tstopusnow, asante for ur posts... very concise, very helpful.

No problemos
GOD BLESS YOUR LIFE
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