Practical investing lessons for Kenyan retail investors: valuation, risk, portfolio sizing, and discipline.
55 posts · page 5 of 5
Dividend reinvestment risk is rising as Kenyan corporates maintain high payout ratios. Income investors must model reinvestment rates to avoid erosion of real returns.
Duration risk explains why Kenyan investors holding long-dated bonds face outsized losses when rates rise. A 1% increase in yields can erase 20% of a 10-year bond’s value—here’s how to measure and manage it.
Nominal gains on the NSE often mask erosion from inflation. We show how to calculate real returns and where Kenyan portfolios fall short.
Kenyan investors face a clear tradeoff between NSE equities’ 8.2% dividend yield and bonds’ 12.5% coupon stability. The optimal mix depends on time horizon and liquidity needs.
A practical investor lesson tailored to current NSE market context.
Kenyan Treasury bonds offer predictable yields and low risk. Here’s how coupons, duration, and market timing work on the NSE.
A practical guide to understanding balance sheets, income statements, and cash flow reports from NSE-listed companies — no finance degree required.