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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 12/4/2009 Posts: 10,836 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: 14,477 Location: nairobi
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Only one bank makes the YTD top gainers list  COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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habari ndio hio https://www.businessdail...forex-income-hit-5168480 COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Chief Joined: 1/3/2007 Posts: 18,439 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: 14,477 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 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,042
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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: 14,477 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 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,042
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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: 14,477 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 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 12/7/2012 Posts: 11,941
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Standard Chartered Bank Kenya Staff Pension DisputeThe Supreme Court struck out Standard Chartered Bank Kenya’s final appeal on Sept 5, 2025, citing lack of jurisdiction. The ruling upholds a 2022 RBAT order requiring refund of KSh 1.1B to the pension fund with interest dating back to 2000, plus recalculated pensions and arrears for 629 retirees. The payout is now final and enforceable. https://x.com/kenyanwals...tus/1963917075216240705
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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Portfolio Balancing: Avoid Over Exposure To Financial Sector
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