From 2004 to date my portofolio comprises :-

KCB, EABL, KPLC,KENGEN, BBK, EQUITY, ARM

soley from Financial and Industrials


As long term term income is my investment objectective when I fully return to invest in NSE my thoughts is to widen the horizon further to include the following dividend yield counters:-

Safcom, NMG (Commercials)
SCB (Financial)
Kenoil or Total, Bamburi or EAPC Indus(trials)


This will likely be a widest exposure I have in any African market not even my local market Nigeria.

I see a lot of opportunities in blue chips of Kenya bourse.

After KCB rights later in the year I hope to retire from further investment in KCB and explore other opportunities on other counters. No particular reason though , just that I have had enough of it (5 digits holding pre 201 rights), just to balance my portfolio. I have been lucky with KCB and I have invested on six different occasion thus :-

Nov 2004 58 Bob
March 2005 69 Bob
Feb 2006 98 Bob
June 2008 (rights) 25 Bob
Aug 2008 17.50 Bob
Oct 2008 18.50 Bob

At a current price of 23 Bob (Pre 2007 split 230 bob), the most expensive price I have paid for KCB is the 1 for 9 rights price of 25 bob.
Happy investing !!!


Young,
Nigeria
West Africa

From your portfolio, I'd pick Equity and KPLC. These will definitely yield MASSIVE returns for investors in the coming years.