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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 12/4/2009 Posts: 10,784 Location: NAIROBI
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wukan wrote:Lisemwalo lipo na kama halipo laja
Lazy kenyan bankers the disruption cometh...
Nedbank have come and clarified they are not interested in coming to East Africa and will instead focus in Southern Africa. Standard Bank,what is their plan with Stanbic Kenya;the bank has lost momentum. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,859 Location: nairobi
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Only one bank makes the YTD top gainers list 
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,859 Location: nairobi
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habari ndio hio https://www.businessdail...forex-income-hit-5168480
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,245 Location: Nairobi
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obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return  and not only in YTD 2025 but in 2024 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,859 Location: nairobi
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VituVingiSana wrote:obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return and not only in YTD 2025 but in 2024 Mzee! 400% YTD is equivalent to dividend for 40 years, assuming 10% yield per annum consistently. Capital gains return as a stock strategy often out does dividend. But for an aged investor, I understand your view
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,628
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VituVingiSana wrote:obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return and not only in YTD 2025 but in 2024 Wachana na @Obiero @VVS. You know he bought and still owns all these stocks!!! And @Obiero said he doesn't get sarcasm. I'm being sarcastic!!!Easy to post such stuff AFTER it happens. Not helpful at all!!! Everyone knows what happened. Tell us before it happens like @Stockmaster, the guy who predicted KPLC going through the roof when it was was just chillin - at 1.xy or something (I forget his name) among others. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 13,859 Location: nairobi
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MaichBlack wrote:VituVingiSana wrote:obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return and not only in YTD 2025 but in 2024 Wachana na @Obiero @VVS. You know he bought and still owns all these stocks!!! And @Obiero said he doesn't get sarcasm. I'm being sarcastic!!!Easy to post such stuff AFTER it happens. Not helpful at all!!! Everyone knows what happened. Tell us before it happens like @Stockmaster, the guy who predicted KPLC going through the roof when it was was just chillin - at 1.xy or something (I forget his name) among others. It's unfair to state my portfolio and recommended picks are unknown. Nyani haoni kundula http://m.wazua.co.ke/for...&m=914370#post914370
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,628
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obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return and not only in YTD 2025 but in 2024 Wachana na @Obiero @VVS. You know he bought and still owns all these stocks!!! And @Obiero said he doesn't get sarcasm. I'm being sarcastic!!!Easy to post such stuff AFTER it happens. Not helpful at all!!! Everyone knows what happened. Tell us before it happens like @Stockmaster, the guy who predicted KPLC going through the roof when it was was just chillin - at 1.xy or something (I forget his name) among others. It's unfair to state my portfolio and recommended picks are unknown. Nyani haoni kundula http://m.wazua.co.ke/for...amp;m=914370#post914370 ^ Only HFCK is there and that was a topic for all us anyway. Remember @VVS advising me to get the rights issues when I was 50 - 50? Any other stock in this list here in your recommended picks?? If anything, you warned people against buying HAFR. Ama we look at the list selectively?? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 13,859 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Only one bank makes the YTD top gainers list Coz "other" banks (except HF) pay dividends for a better Total Return and not only in YTD 2025 but in 2024 Wachana na @Obiero @VVS. You know he bought and still owns all these stocks!!! And @Obiero said he doesn't get sarcasm. I'm being sarcastic!!!Easy to post such stuff AFTER it happens. Not helpful at all!!! Everyone knows what happened. Tell us before it happens like @Stockmaster, the guy who predicted KPLC going through the roof when it was was just chillin - at 1.xy or something (I forget his name) among others. It's unfair to state my portfolio and recommended picks are unknown. Nyani haoni kundula http://m.wazua.co.ke/for...amp;m=914370#post914370 ^ Only HFCK is there and that was a topic for all us anyway. Remember @VVS advising me to get the rights issues when I was 50 - 50? Any other stock in this list here in your recommended picks?? If anything, you warned people against buying HAFR. Ama we look at the list selectively?? HAFR, KURW and Olympia etc are very illiquid stocks. Meanwhile, it will be helpful if you also share your picks. I'm not a deity. I'm just a trader sharing my own views. Take it or leave it!
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 804,000 ABP 6.26; MTN 23,800 ABP 5.20
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
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