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VituVingiSana's MIGHTY road to wealth. Take notes!
Rank: New-farer Joined: 8/1/2018 Posts: 60 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:Jubilee 8/- (less tax) and SCBK 7.50 (less tax) dividends are in.
I wish they send the warrants.
Waiting for WTK 20, KAPC 10, Kenya Re 0.10, Centum 1.20
I need to check on the bonus from NCBA and SCBK. NCBA Bonus 10% iko ndani Did @amorphous/@Mugunda man give up on his tracker of VVS's progress?
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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KAPC + WTK dividends are in. Waiting for Centum and Kenya Re. Jubilee announced a sale of shares in its subsidiaries for a 7.75bn payday. Let's wait and see if it pays a special dividend. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
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Kibe21 wrote:sparkly wrote:VituVingiSana wrote:Jubilee 8/- (less tax) and SCBK 7.50 (less tax) dividends are in.
I wish they send the warrants.
Waiting for WTK 20, KAPC 10, Kenya Re 0.10, Centum 1.20
I need to check on the bonus from NCBA and SCBK. NCBA Bonus 10% iko ndani Did @amorphous/@Mugunda man give up on his tracker of VVS's progress? he he he he I am a busy man, mbradza! This past two months I have barely been able to spend more than 5 minutes a day in Wazoo Will update on the 4th! In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
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Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
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VituVingiSana wrote:KAPC + WTK dividends are in.
Waiting for Centum and Kenya Re.
Jubilee announced a sale of shares in its subsidiaries for a 7.75bn payday. Let's wait and see if it pays a special dividend. Well noted In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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amorphous wrote:Kibe21 wrote:sparkly wrote:VituVingiSana wrote:Jubilee 8/- (less tax) and SCBK 7.50 (less tax) dividends are in.
I wish they send the warrants.
Waiting for WTK 20, KAPC 10, Kenya Re 0.10, Centum 1.20
I need to check on the bonus from NCBA and SCBK. NCBA Bonus 10% iko ndani Did @amorphous/@Mugunda man give up on his tracker of VVS's progress? he he he he I am a busy man, mbradza! This past two months I have barely been able to spend more than 5 minutes a day in Wazoo Will update on the 4th! I am even surprised you have the time  I buy for the long-term so monthly tracking isn't important to me except trying to make sure the dividends are in. I am trying to add some cheap shares with the (lower  ) dividends but the payoff isn't likely to happen until 2023 at the earliest. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,776 Location: NAIROBI
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VituVingiSana wrote:KAPC + WTK dividends are in.
Waiting for Centum and Kenya Re.
Jubilee announced a sale of shares in its subsidiaries for a 7.75bn payday. Let's wait and see if it pays a special dividend. Special dividend doesn't look like will be there going by this article https://www.businessdail...o-german-company-2452686Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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Ericsson wrote:VituVingiSana wrote:KAPC + WTK dividends are in.
Waiting for Centum and Kenya Re.
Jubilee announced a sale of shares in its subsidiaries for a 7.75bn payday. Let's wait and see if it pays a special dividend. Special dividend doesn't look like will be there going by this article https://www.businessdail...-german-company-2452686 If there is one then the earliest in 2021 given the drama with COVID but what a payday if the deal closes. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
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VituVingiSana wrote:amorphous wrote:Kibe21 wrote:sparkly wrote:VituVingiSana wrote:Jubilee 8/- (less tax) and SCBK 7.50 (less tax) dividends are in.
I wish they send the warrants.
Waiting for WTK 20, KAPC 10, Kenya Re 0.10, Centum 1.20
I need to check on the bonus from NCBA and SCBK. NCBA Bonus 10% iko ndani Did @amorphous/@Mugunda man give up on his tracker of VVS's progress? he he he he I am a busy man, mbradza! This past two months I have barely been able to spend more than 5 minutes a day in Wazoo Will update on the 4th! I am even surprised you have the time I buy for the long-term so monthly tracking isn't important to me except trying to make sure the dividends are in. I am trying to add some cheap shares with the (lower ) dividends but the payoff isn't likely to happen until 2023 at the earliest. Did you not hear Sparkles whining that amorphous does not sleep day or nite . Keeping up with the spreadsheet alongside a million other things I am doing at the same time is easy work. Just call me Bruce Mackenzie  In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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Kenya Re ni NDANI. KES 0.10/share less W/Tax Centum ni NDANI. KES 1.20/share less W/Tax Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 11/21/2018 Posts: 564 Location: Britain
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VituVingiSana wrote:Kenya Re ni NDANI. KES 0.10/share less W/Tax
Centum ni NDANI. KES 1.20/share less W/Tax What became of the guy who was to do periodic updates on the portfolio?
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Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
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Queen wrote:VituVingiSana wrote:Kenya Re ni NDANI. KES 0.10/share less W/Tax
Centum ni NDANI. KES 1.20/share less W/Tax What became of the guy who was to do periodic updates on the portfolio? Updating that ka spreadsheet..though it takes less than 5 minutes..became VERY BORING for me. Will update every 6 months. In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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amorphous wrote:Queen wrote:VituVingiSana wrote:Kenya Re ni NDANI. KES 0.10/share less W/Tax
Centum ni NDANI. KES 1.20/share less W/Tax What became of the guy who was to do periodic updates on the portfolio? Updating that ka spreadsheet..though it takes less than 5 minutes..became VERY BORING for me. Will update every 6 months. http://wazua.co.ke/forum...011&f=1&q=901996Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 5/15/2019 Posts: 687 Location: planet earth
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SOLDAsante VVS. Nimekubali..short term your investment thesis works . I suggest you do the same before it is TOO LATE The worst is yet to come! Will update the spreadsheet early next month! In the final analysis, it all boils down to sheer plain old hard work and dogged persistence. Nothing more, nothing less!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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Jubilee 1/- interim dividend. Ndani. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 7/1/2019 Posts: 119
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How is this wazua elder/fossil (with all due respect to @VVS)portfolio doing two years down the line? Is it generating enough dividends for financial independence??
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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Receptor wrote:How is this wazua elder/fossil (with all due respect to @VVS)portfolio doing two years down the line? Is it generating enough dividends for financial independence??
*The portfolio changed some as I added dividend-paying firms while selling others eg TPSEA. 2020 was AWFUL. I had to dig into savings in 2H. Many firms reduced (SCBK, Kenya Re, etc) dividends. Other eliminated dividends (DTB, NCBA, LKL, etc). Some maintained dividends (I&M, C&G, Centum, etc). WTK/KAPC came through. 2021 was BAD. Still used savings but 2H was OK as some firms re-started paying dividends eg NCBA, Stanbic, etc. CARB (special + final) and SCBK (interim) paid in Dec! Bless I&M for paying a consistent dividend. Kenya Re paid 2x what it paid in 2020. BAT is a star. WTK/KAPC came through. 2022 looks promising. ABSA, SCBK, Equity have indicated (nice) final dividends are coming! C&G FY2021 div (to be paid in 2022) is 4x FY2020. *H1 results were A+ so I bought these. Centum is expected to return to 1.20 after the restructuring and sales of projects. LKL indicated better 2022 results. If growth and profits (FY21 and FY22) get back to 2019 levels then dividend yields will increase substantially for me at todays prices. Only 18 months or so into the journey of 48 months. Bumps are part of the investing journey. Always have some cash on hand. Spend less than what you earn!Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 7/1/2019 Posts: 119
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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! The question still lingers.....can this portfolio(VVS portfolio) make one retire early in this kanairo? How much income are you making per month based on the dividends received from your portfolio bwana VVS?
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Rank: Chief Joined: 1/3/2007 Posts: 18,208 Location: Nairobi
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Receptor wrote: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! The question still lingers.....can this portfolio(VVS portfolio) make one retire early in this kanairo? How much income are you making per month based on the dividends received from your portfolio bwana VVS? Can I retire? YES but as long as I keep my expenses in check. The inflation and prices have gone nuts since the thread started. How much do I make in dividends? That is known to very, very, very few people and you are not one of them. 2022 has been good for dividends. BAT ABSA SCBK C&G I&M NCBA SBIC I expect KenyaRe, DTB and Centum later in the year. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/8/2018 Posts: 2,211 Location: DC (Dustbowl County)
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VituVingiSana wrote:Can I retire? YES but as long as I keep my expenses in check. The inflation and prices have gone nuts since the thread started.
How much do I make in dividends? That is known to very, very, very few people and you are not one of them.2022 has been good for dividends. BAT ABSA SCBK C&G I&M NCBA SBIC I expect KenyaRe, DTB and Centum later in the year. You can tell when VVS is CORNERED, because he resorts to stori defu defu using sophistry and casuistry to try to convince you live live yet he has lost MILLIONS! If I was to post the spreadsheet of the returns hapa all you would see is red
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Rank: Member Joined: 7/1/2019 Posts: 119
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MugundaMan wrote:VituVingiSana wrote:Can I retire? YES but as long as I keep my expenses in check. The inflation and prices have gone nuts since the thread started.
How much do I make in dividends? That is known to very, very, very few people and you are not one of them.2022 has been good for dividends. BAT ABSA SCBK C&G I&M NCBA SBIC I expect KenyaRe, DTB and Centum later in the year. You can tell when VVS is CORNERED, because he resorts to stori defu defu using sophistry and casuistry to try to convince you live live yet he has lost MILLIONS! If I was to post the spreadsheet of the returns hapa all you would see is red Here is a link showing VVS portfolio as at June 2022. He has so far received approximately kshs. 419,514.5 in dividends translating to kshs. 34959.541666667 per month. His portfolio is in the red by approximately kshs 2 million. Can middle class wazuans retire comfortably on 35 ngwanyes per month? Here is the link again for those who have missed it above LINK
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