Wazua
»
Investor
»
Stocks
»
VituVingiSana's MIGHTY road to wealth. Take notes!
Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
|
 Haya ujumbe ndiyo hiyo, you peons need to take notes from THE MASTER, the GURU the HEAD HONCHO of NSE investing in Kenya today (after S Mutaga III Esq, former holder of the crown, cut his losses chap chap presumably due to covid19(  ) and quietly retired, well humbled and chastened by the whippings of the NSE, to join the rest of us on THE BENCH ). Baseline as he requested by VVS himself was June 4th. Updates to be delivered monthly. So far all we see is red but time will tell! NIMESEMA!In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
|
|
|
Rank: Member Joined: 3/20/2008 Posts: 503
|
amorphous wrote:Haya ujumbe ndiyo hiyo, you peons need to take notes from THE MASTER, the GURU the HEAD HONCHO of NSE investing in Kenya today (after S Mutaga III Esq, former holder of the crown, cut his losses chap chap presumably due to covid19( ) and quietly retired, well humbled and chastened by the whippings of the NSE, to join the rest of us on THE BENCH ). Baseline as he requested by VVS himself was June 4th. Updates to be delivered monthly. So far all we see is red but time will tell! NIMESEMA! I think this is NUTS 
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
|
@amorphous - Please delete the old posts/table so there's just the one table and portfolio that shows up. It's easier and cleaner to follow. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
|
For those following NIMESEMA is from a Star Wars character (Kuiil) whose stock phrase is "I have spoken" Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
|
VituVingiSana wrote:amorphous wrote:Haya ujumbe ndiyo hiyo, you peons need to take notes from THE MASTER, the GURU the HEAD HONCHO of NSE investing in Kenya today (after S Mutaga III Esq, former holder of the crown, cut his losses chap chap presumably due to covid19( ) and quietly retired, well humbled and chastened by the whippings of the NSE, to join the rest of us on THE BENCH ). Baseline as he requested by VVS himself was June 4th. Updates to be delivered monthly. So far all we see is red but time will tell! NIMESEMA! Nicely done. What I will do by Monday (& you can adjust) or otherwise is provide a % for each to roughly reflect the portfolio. Add a column for dividends. Any significant trade and I will let you know. Keeping me honest. I like this!  Consider it done! Will update by kesho. In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
|
|
|
Rank: Member Joined: 3/26/2012 Posts: 830
|
amorphous wrote:Haya ujumbe ndiyo hiyo, you peons need to take notes from THE MASTER, the GURU the HEAD HONCHO of NSE investing in Kenya today (after S Mutaga III Esq, former holder of the crown, cut his losses chap chap presumably due to covid19( ) and quietly retired, well humbled and chastened by the whippings of the NSE, to join the rest of us on THE BENCH ). Baseline as he requested by VVS himself was June 4th. Updates to be delivered monthly. So far all we see is red but time will tell! NIMESEMA! @Mugundaman, I never retired. I just knew when to exit the market. If you have a good head on your shoulders, you should know that you can't be in the NSE 24/7. I look for opportunities and seize them. There have been none for a while so I stayed out. As simple as that. My trades are public knowledge Mr. I didn't make any losses. But you are one irritating and annoying character who likes making claims without evidence. Go back to the threads where I posted my trades and see that record before making baseless comments you cannot substantiate. 93% return in 2014: http://wazua.co.ke/forum.aspx?g=posts&t=27314
60%+ return in 2019: http://m.wazua.co.ke/for...sts&t=37100&p=7
A successful man is not he who gets the best, it is he who makes the best from what he gets.
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
|
Clean up. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
|
Approx: Kenya Re 29% Unga 20% Centum 15% IMH 11% DTB 5.5% (Dropped a lot since DTB's price has tumbled vs other banks) CGEN 4.5% (Increased thanks to recent purchases. Not for the faint-hearted) NCBA 3% SCB 3% LKL 1.8% KAPC 0.75% SBIC 0.5% FTG 0.4% Balance in others 5.5% e.g BAT, WTK, Equity, CARB, JUB, EABL, etc Let's use a base of approx KES 1mn (or 10mn) just to keep it simple and allocate the shares accordingly. E.g. 2,900,000/- of Kenya Re = 1,312,000 shares (rounded) Remove BAT which is a very small % or add it to others. I like the dividend though. Please double check the numbers above which should approximate 100%. Add a column for dividends. Let's have fun! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
|
S.Mutaga III wrote:@Mugundaman, I never retired. I just knew when to exit the market. If you have a good head on your shoulders, you should know that you can't be in the NSE 24/7. I look for opportunities and seize them. There have been none for a while so I stayed out. As simple as that. My trades are public knowledge Mr. I didn't make any losses. But you are one irritating and annoying character who likes making claims without evidence. Go back to the threads where I posted my trades and see that record before making baseless comments you cannot substantiate. 93% return in 2014: http://wazua.co.ke/forum.aspx?g=posts&t=27314
60%+ return in 2019: http://m.wazua.co.ke/for...sts&t=37100&p=7
That's what we all say In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
|
|
|
Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
|
VituVingiSana wrote:Approx:
Kenya Re 29%
Unga 20%
Centum 15%
IMH 11%
DTB 5.5% (Dropped a lot since DTB's price has tumbled vs other banks)
CGEN 4.5% (Increased thanks to recent purchases. Not for the faint-hearted)
NCBA 3%
SCB 3%
LKL 1.8%
KAPC 0.75%
SBIC 0.5%
FTG 0.4%
Balance in others 5.5% e.g BAT, WTK, Equity, CARB, JUB, EABL, etc
Let's use a base of approx KES 1mn (or 10mn) just to keep it simple and allocate the shares accordingly.
E.g. 2,900,000/- of Kenya Re = 1,312,000 shares (rounded)
Remove BAT which is a very small % or add it to others. I like the dividend though.
Please double check the numbers above which should approximate 100%.
Add a column for dividends.
Let's have fun!  Fair enough? I assume you meant EAPC and not KAPC? Or if KAPC=WTK I can merge both Kindly crosscheck. I will update each month on the 4th. Good luck! In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
|
|
|
Wazua
»
Investor
»
Stocks
»
VituVingiSana's MIGHTY road to wealth. Take notes!
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|