The Stable
Diamond Trust
Express
KCB
Scangroup
Sameer
Stanbic (UG)
Safaricom (?)
Total
What's changed?
In: Safaricom
Out: ICDCI (Centum)
Increase: none
Lightened: KCB
Dividends expected: Diamond trust, KCB, Express, Total, Scangroup, Stanbic
Unexpected gains/losses: none
Best Performer: Stanbic (Ug), then Scangroup
Worst Performer: Express
Looking forward to: Increasing Safaricom holdings after the expected ⅓ IPO allocation, then Kenya Pipeline, Co-Op Bank (though their service is poor) and whatever other IPO comes along.
Performance Summary: The Motley Fool advises that investors should beat the share index to consider their returns a success. The NSE 20 share index is where it was six months ago: 5,153 (-0.08%), while I’m down 0.44% even after taking some cash out (chucking Centum) to meet unexpected January/February 08 payments and am still waiting for all the afore-mentioned 2007 dividends half way into the year.
Earlier portfolio summaries: - ½ a year ago November 2007 and a year ago.
