KCB has risen an average of 15.78% in fourth quarters (Oct-Dec) since 2004. There's no reason why this one should be any different. I haven't been looking at KenGen so I don't know about her.
I'd like to point out something if you'll let me.
Assuming that this is your entire portfolio,I estimate that (before costs) you have sunk in 2,521,960. By some standards,this is a tidy sum that should be professionally managed. (I'm puzzled that 97.11% of your portfolio is tied in one financial counter) {Ignore my signature}
You indicate in your profile that your chief investment advisor is your broker/agent? If s/he advised you on this transactions,perhaps you should consider finding a new broker/agent.
When one decides to invest,the first course of action should be to come up with or get help in drawing an investment plan which also outlines your investment objectives. Perhaps you would care to shed some light on what yours are.
1. Risk arises when you don't know what you're doing. 2. People diversify their portfolios to counter unsystematic risk. 3. People who diversify their portfolios don't know what they're doing.