Wednesday, November 27, 2013

Shares Portfolio November 2013

Performance: Compared to last quarter and also a year agothe portfolio is up 50% in value from last year (excluding new investments), while the NSE 20 share index is up is up 22% since November 2012.

The Stable
Last 3 months 

Barclays ↑
Bralirwa (Rwanda) ↓
Centum  (ICDCI) ↑
Diamond Trust ↑
East African Portland Cement ↑
Equity Bank ↑
Kenya Airways  ↔
Kenya Oil ↑
Safaricom ↑
Scangroup ↓
Stanbic (Uganda) ↑
Unga ↑

In: Kenya Airways
Out: None
Increase: None
Decrease: None
Best performer: Portland Cement (up 47%), Safaricom (39%), Centum
Worst performer: Kenol (down 18%), Bralirwa (-8%)

Looking forward to Deal-making at Unga, Scangroup, MTN if they materialize. 

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