@cowpoke...if it was the 1st time u came got the NSE and someone told u to put the 10k u'v worked hard to save in one counter u'd be reluctant..same way buyers of minimum Safcom ipo where SHOPPING FOR ANOTHER COUNTER to put in 7500.. A few years later after consistent investing when someone comes to you with 30000 u can easily recommend ONE counter. ..same thinkin here. If i came seekin opinions for half an m...u could easily give a diversified portfolio... But if th 0.5m is part of a bigger cash outlay of may be 5m..u'd point out 1counter to buy. Think the same of 1m a month...

'I have heard of You,O Lord. Now mine eyes have seen thee! Baal Perazim..the Lord of the Breakthrough!'

Not quite. Initially,i'd do that as a first time (or advicing a first timer),which i still think it is not a wise idea,contrary to the advice proferred. But the subsequent one(s)/advice,i would be put in other counters. Spliting th initial investment may prove to be difficult unless th guy has a nice wad of cash. If someone came to me with 500k,i would actually recommend 3-4 counters to put their money in. Which is basically diversifying. Since the amount at hand is a nice tidy sum,you should have it in like 4 counters at th very least. (BTW,as mlefu has pointed out,you have 22M @ 26?? or is it a fund that you belong and/or manage?? If its urs,How th heck did u do it?? Not in detail but a few,general ideas/tips for us all who are striving hard to get there!!)



Rule No 1: NEVER Lose any Shareholders' money.
Rule No 2: NEVER Forget Rule No 1!!!

Its not about the cash. If u made a client really ...i mean really happy..some how when u say 'jump!'..they teleport! Anyway..i kno someone.. alot of 'someones' who know totally nothing about stocks..and prefer someone else knowing.. and some have lost,some hefty amounts in shares..till we met. They are more than just willing to put up some cash...kind of nondescretion invstment club...i call the shots.....plus I'v been managin their accounts..they kno what i can do. Raise funds same case as eli tryin to though am putting up my own too..rise financiers for his plan. But that's besides the point. Please can we talk what counter u could buy over next 22weeks..consistently..bila waverin..within the bracket of Kq,Safcom,access,KCB,equity,nic,kenya re,arm,cables,kengen..Mumias.. ..especially GROWTH counters...... Use this as thinking..200day movin average with long term Safcom bein pegged at atleast 7.50...a million shares hav quite a nice return? My argument is that the market is based out and its the best time to buy..within a 22week window. Thing is..why make so much in Equity and loose substantially in centum and cables..within last 22weeks...it where better to hav Equity,Access or KCB..which we have and could hav got more but psychological 'diversify' mode made us write off counters already gotten! Insistin on portfolio of 55% financials,25%industrials,15% commercials and 5% agricultural. Appropriate diversify..but is that the best? I think note. This is just a phase....concentrate next 22weeks..it works..cool. I'l even write a book. It doesn't work..well..i'll be stuck with an excellent counter.

'I have heard of You,O Lord. Now mine eyes have seen thee! Baal Perazim..the Lord of the Breakthrough!'

@ jammo

You are beginning to sound like a real fortune teller. You know the kind that ask you a few questions and then give you a sweet twisted answer that make you feel like your problems are over. forgetting that you provided the information to start with. If you have done good reliable reasearch why do you need to reccomend five or ten counters. why not just one that will maximize your returns (like you are asking here). or simply say a certain counter is taking the plunge so keep off. i mean something that looks like real certainty. i think you dont need my answer. just do your research.


kama huwezi kula,lamba.

@Jammo,

You have built up your wealth through speculation and that is the game that you know well. However,the cake has become very large and hence your reasoning whether to focuss or diversify. The way I see it is that you can still have your cake and eat it! Focuss is pure speculation but in a mall market such as NSE,it can be managed. Divide your investment into 3 portions. One,buy treasury bills. One buy diversify. One focuss and actively manage it. But again,I am sure you might have thought of this already.


THE PATH OF DUTY IS THE WAY TO GLORY