I was performing my quarterly ritual of anlysing my portfolio performance against the NASI and the NSE 20.

My position improved by 17% which placed me at the same level as NASI. However against the NSE 20 my performance was poor by 8%. This is however only based on the portfolio value as at 31st Dec 09 when compared to value as at 31st Mar 10.

The best gains I made was in KQ (68%). The main reason I did not beat the index was coz Iam overweight in SCAN and EQTY the 2 of which did not quite do as well.

Going into QTR 2 I will keep watching how these perform. I also expect Mumias to pick up later in the year of which I also bought in the course o the quarter.

My target performance this year is 35%.

QTR 2 here we come!!!!!!!

@youcan'tstopusnow i stated in your previous forum that one cannot put OCH in their portfolio for the long term since its a fairly small family run business and these tend to be run along family interests and cannot be bailed out by the government in case of insolvency making it a big risk since it has been badly run before by the same management...

but i put it as a stock to watch in the next three months as the forum stated simply because of pure speculation.. it will turn a profit this year and they possibly will put in a couple share goodies like a bonus share.... IMHO

came from -52% to 38% (Period September 09 to present) Thanks to KQ, Sasini, Kengen, Mumias. aimimg for above 50% by end of quarter two and hopefully above 100% by end of year.

too ambitious????