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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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Ericsson wrote:sparkly wrote:Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters What do you consider a small trader? Someone who is yet to fully understand market dynamics,detail analysis of a company's financial statements. That's all of us especially me. I am woefully short of understanding the markets and financial statements. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Swenani wrote:sparkly wrote:Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters What do you consider a small trader? Minority shareholders in any company Minority is anyone with less than 50% Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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sparkly wrote:Swenani wrote:sparkly wrote:Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters What do you consider a small trader? Minority shareholders in any company Minority is anyone with less than 50% Though some may not have 50% but may be considered the majority eg Vodafone with 35-40%. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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VituVingiSana wrote:sparkly wrote:Swenani wrote:sparkly wrote:Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters What do you consider a small trader? Minority shareholders in any company Minority is anyone with less than 50% Though some may not have 50% but may be considered the majority eg Vodafone with 35-40%. Add Obiero with KQ shareholding Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: User Joined: 8/15/2013 Posts: 13,237 Location: Vacuum
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sparkly wrote:Swenani wrote:sparkly wrote:Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters What do you consider a small trader? Minority shareholders in any company Minority is anyone with less than 50% Let me say, if your name is lumped together with other masafara's as "other shareholders" you're a small trader. Is governmeny of kenya a minority shareholder in KCB? If Obiero did it, Who Am I?
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Market kaput today.No trading so far. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 5/2/2018 Posts: 267
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Ericsson wrote:Market kaput today.No trading so far. Which portal are you using? I can see trades being executed. In fact, some like Fahari I-Reit have registered an intra-day high of 10/= which it hasn't touched in a long while...
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Rank: Member Joined: 5/31/2011 Posts: 262
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Superprime1 wrote:Ericsson wrote:Market kaput today.No trading so far. Which portal are you using? I can see trades being executed. In fact, some like Fahari I-Reit have registered an intra-day high of 10/= which it hasn't touched in a long while... Also wondering coz I've loaded up on CIC a couple of hours ago. You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Kenyan Oracle wrote:Superprime1 wrote:Ericsson wrote:Market kaput today.No trading so far. Which portal are you using? I can see trades being executed. In fact, some like Fahari I-Reit have registered an intra-day high of 10/= which it hasn't touched in a long while... Also wondering coz I've loaded up on CIC a couple of hours ago. The broker portal had an issue Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,935
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2020 accumulation: 1. BAT 2. Coop 3. EABL 4. Stanchart BBK/ABSA  whenever there is change in the account/Odd lots. Speculation, never never - ARM  In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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