Mention the companies you have got rid of

Locust invasion is the worst in 70 years, almost a Biblical event.

With 34% of the economy relying on the agricultural sector (2018), food security is at risk; food inflation has already blown past a 2 year high.
The cost of corruption .The government doesn't care,country is now on campaign mode courtesy of BBI

Let's hope that the horticultural and tea areas remain safe because a shock reduction in export proceeds, combined with increasingly evident need for food imports will put pressure on the Shilling. Freed up money from bank lending will also increase imports.

On the plus side, bank earnings have the best chance of growing.
Explain how with job losses and auctions the order of the day

Telco is at risk; I just saw Telkom offering 50 GB monthly at 3k. Compare to SafariCON.
What about Telkom kenya data/4G/3G network coverage

FDI inflows fell below Uganda last year, a sad event.

Manufacturing sector continues to grapple with low productivity and high costs.
Manufacturing intentionally been killed,if you want to rule people ruthlessly,make them hungry and desperate first

Reserves will need new debt to replenish and they are already at an almost one year low. With an increasingly critical stance taken by World Bank and IMF on Kenya's debt situation, it will be hard to borrow much at commercial rates externally, concessional loans will come with some very uncomfortable conditions and domestic debt will continue to be in high demand, crowding out private sector.
It will take ten years with a good leader to repair the mess created

Nonetheless, Safaricom and tier one banks are attractive to long-term investors on a forward PE and dividend yield basis. The entry price is what matters as you want to watch your winners play about, not your losers flop around.

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?