Wednesday, September 04, 2013

Shares Portfolio August 2013

Comparing the basket to five years ago, shares that have remained in the portfolio throughout are Stanbic (UG), Scangroup, KCB, and Diamond Trust while Safaricom is back in after a lapse. Also the NSE 20 share index is up 3% from where it was five years ago.


The Stable











Barclays ↔
Bralirwa (Rwanda) ↑
Diamond Trust Bank ↑
Equity Bank↑
ICDCI (Centum) ↑
Kenya Commercial Bank (KCB) ↑
Kenya Oil Company (Kenol) ↓
Portland Cement (EA) ↓
Safaricom ↑
Scangroup ↑
Stanbic (Uganda) ↓
Unga ↔
 


Review
- The portfolio, excluding new shares, is up 4% since May 2013 while the Nairobi Shares Exchange main index is down  2% over the same period.
- Best Performer: Centum (up 15% in 3 months), Bralirwa 12%
- Worst Performer: Kenol (down 14% in 3 months), Stanbic -12%
- In: None
- Out: None
- Increase: Centum
- Decrease: None
Unexpected gains/losses: Scangroup's profit drop owing to a troubled investment in Nigeria, and Kenol rebounding with a half year profit.


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