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Basic Equity Investing Guideline:📊
📊 Diversify ≥12 stocks
⚖️ Keep holdings roughly equal-weighted
🚫 Max 10% per stock
💰 ≥60% dividend payers
🏭 ≤20% per sector
⏳ Think long-term (≥3 yrs)
Remain disciplined.
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Anwar Zafar
7K posts
Anwar Zafar
@AnwarZafer
Exploring markets & Global macroeconomics | Unveiling global trends and socio-economic shifts.
Karachi, Pakistan Katılım Kasım 2009
213 Takip Edilen3.3K Takipçiler
That is how the path to stock market is paved;
Anwar Zafar@AnwarZafer
Nothing in the stock market is linear or has a fixed relational connection. Yet there is a connection Macro fundamentals, company fundamentals, growth, price discovery; are all linked and impact your wealth over time— but each in its own way and its own sweet time.
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Nothing in the stock market is linear or has a fixed relational connection.
Yet there is a connection
Macro fundamentals, company fundamentals, growth, price discovery; are all linked and impact your wealth over time—
but each in its own way and its own sweet time.
English
Don't expect just a polite 'no' from Iran in response to US demands.
Things are not remaining on a low boil.
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"Expiry-Driven Weakness in #Gold and #Silver Masks Strong Fundamentals."
*@PeterLBrandt
pakstox.com/2026/03/expiry…
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Anwar Zafar retweetledi
IMF reaches staff-level agreement with Pakistan :🇵🇰
"Program on track: focus on fiscal discipline, stable inflation, energy sector reforms, and structural improvements—alongside stronger social & climate resilience agenda." #Pakistan #IMF #Economy
pakstox.com/2026/03/imf-re…
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Anwar Zafar retweetledi
@AnwarZafer I have checked there is an issue in your working for MLCF TTM
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We normally see the market in reverse:
it appears attractive when it leaps upward, playing havoc with our valuation sense and portfolio structure, forcing us to buy for fear of being left behind;
and it appears appalling when it offers everything at a discount.
Anwar Zafar@AnwarZafer
Here it is updated. #PSX
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@ahmedlakhan The list I post has to follow certain rules and will not include any opportunistic position where trigger is not clearly identified.
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@AnwarZafer Sir I have searl too but it's not in your list ....
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@M______I______R In case of corporate entities they have to.
In this particular case not clear what sort of funds were these.
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@AnwarZafer Shouldn't the BoD consult the shareholders on the matter? Are they free to give out any amount of company money as they decide or their is some law that governs CSR?
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Liquidity crunch because of Pakistan’s government austerity drive, as some governmental and government-owned entities transferring funds for budgetary support are also putting pressure on mutual funds and the market.
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@AnwarZafer Sir me ne tu penny stocks ziada lye hue hen, Unity Humnl Ssgc waves and Kel,
Ab ye sare loss me hen, inn ne se koi dividend bi nhn deta
Eesti
Overseas Pakistanis have also become active as the market weakened over the last 2 months.
So far in March, overseas Pakistanis have made a net buy of $17mn, i.e., 85% of their net buying this year.
Anwar Zafar@AnwarZafer
KSE100 closes down 1,200 points. Mainly pressured by insurance companies and funds. Banks also came in for selling to book gains ahead of for Q1, as I noted yesterday. Individuals made a good amount of net buying of $6.9mn, that at times made market to trade in +ve zone.
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KSE100 closes down 1,200 points.
Mainly pressured by insurance companies and funds.
Banks also came in for selling to book gains ahead of for Q1, as I noted yesterday.
Individuals made a good amount of net buying of $6.9mn, that at times made market to trade in +ve zone.
Anwar Zafar@AnwarZafer
➕Individuals at PSX confident. ➕Market is offering bargains. ➕No overhang on the market. Don't expect policy rate to be used now as a tool for inflation control. In this macro situation IMF will relax. ➕➕Expect a positive day today at PSX.
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@AnwarZafer I have 3 of the top 6 of your model portfolio, Mari, ppl and sys .....
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@NaqiSaad22681 see annual report. substantial part is dividend income
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@AnwarZafer I agree but 21.9 eps for MLCF have you accounted for PIOC earnings ?
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@NaqiSaad22681 I have been posting here see the sheet few days back.
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@AnwarZafer Whats your go to stocks these days anwar sahab
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➕Individuals at PSX confident.
➕Market is offering bargains.
➕No overhang on the market.
Don't expect policy rate to be used now as a tool for inflation control.
In this macro situation IMF will relax.
➕➕Expect a positive day today at PSX.
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@StutterFreak yes... especially in view of our perpetually depressed outlook on life.
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