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Playing the market 2014 - 2016
guru267
#61 Posted : Thursday, January 16, 2014 8:32:20 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??
Mark 12:29
Deuteronomy 4:16
jerry
#62 Posted : Thursday, January 16, 2014 9:00:31 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
guru267 wrote:
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??

How come you don't have some DTB?
The opposite of courage is not cowardice, it's conformity.
guru267
#63 Posted : Thursday, January 16, 2014 9:27:51 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
jerry wrote:
guru267 wrote:
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??

How come you don't have some DTB?


I don't duplicate stocks in my portfolio because it defeats the purpose of diversification... I already have two banks though with different business models!

That said, DTB is still a good stock! smile

Mark 12:29
Deuteronomy 4:16
knight026
#64 Posted : Friday, January 17, 2014 8:31:07 AM
Rank: New-farer

Joined: 1/3/2014
Posts: 32
@guru any particular reason why safaricom is not in the list?
mkeiy
#65 Posted : Friday, January 17, 2014 9:43:26 AM
Rank: Member

Joined: 1/27/2012
Posts: 851
Location: Nairobi
guru267 wrote:
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??


@guru, Not badly at all.

Let there be a ceasefire btwn you and @obiero. That duel is outliving itself.


jerry
#66 Posted : Friday, January 17, 2014 12:45:32 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
guru267 wrote:
jerry wrote:
guru267 wrote:
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??

How come you don't have some DTB?


I don't duplicate stocks in my portfolio because it defeats the purpose of diversification... I already have two banks though with different business models!

That said, DTB is still a good stock! smile


Co-op seems to have taken the place of NBK. No "excitement" will move it up!
The opposite of courage is not cowardice, it's conformity.
ecstacy
#67 Posted : Friday, January 17, 2014 2:49:04 PM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
jerry wrote:
guru267 wrote:
jerry wrote:
guru267 wrote:
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


Not doing too badly... Laughing out loudly

How's @obiero??

How come you don't have some DTB?


I don't duplicate stocks in my portfolio because it defeats the purpose of diversification... I already have two banks though with different business models!

That said, DTB is still a good stock! smile


Co-op seems to have taken the place of NBK. No "excitement" will move it up!


Meanwhile NBK moves higher and higher..na bado..
guru267
#68 Posted : Friday, January 17, 2014 8:25:44 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
knight026 wrote:
@guru any particular reason why safaricom is not in the list?


As someone said earlier, you can't invest in everything....

I still believe Safcom will top out at 15 max so not much of an opportunity there!
Mark 12:29
Deuteronomy 4:16
jerry
#69 Posted : Saturday, January 18, 2014 7:57:50 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
guru267 wrote:
knight026 wrote:
@guru any particular reason why safaricom is not in the list?


As someone said earlier, you can't invest in everything....

I still believe Safcom will top out at 15 max so not much of an opportunity there!

At 15/= it would have gained at least 25% from current price(below 12/=). What more can I ask for?
The opposite of courage is not cowardice, it's conformity.
2012
#70 Posted : Saturday, January 18, 2014 2:04:24 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
guru267 wrote:
My NSE portfolio looks a little like this...

1. HFCK - 25%
2. Co op - 20%
3. Bamburi - 15%
4. Kenya re - 8%
5. Scangroup - 8%
6. C & G - 6%
7. Unga - 5%
8. Standard Group - 5%
9. Home Afrika - 4%
10. EA Cables - 4%

I do not intend to add/subtract any stocks in 2014 but I will increase on the current positions!


I'm surprised not to see Jubilee in your portfolio...

BBI will solve it
:)
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