Delick Manishimwe
5.3K posts

Delick Manishimwe
@DelManishimwe
Nonlinear Thinking. Finance. Psychology. @doenvisuals 🇺🇬 🇷🇼











We congratulate Hon. Maj. Gen. (Rtd) Kahinda Otafiire (Alumnus No. 0879/66, K1966) @otafiire_k upon his appointment as Minister of Water and Environment @min_waterUg. We pray that God continues to guide him. Caritas Christi Urget Nos.











A year has gone by and this EAC portfolio has increased by 57% to KES 9.47M ($74K) from KES 6M Changes include full exits from BAMB, JUB & CTUM. New counters include WTK & BOBU. Here is the breakdown of what I’m holding 🧵 🧵 BANKING 41.3% KCB: 10.29% COOP: 9.92% SBU: 9.12% SCBK: 5.93% EQTY: 5.4% BOBU: 0.66% - New Position TELECOMS: 38% SCOM: 22.47% MTNU: 15.57% MANUFACTURING 10.69% BAT: 7.60% EABL: 3.09% Cash/Bonds/MMFs: 4.47% REITS: 2.53% AGRICULTURE 1.78% (Underweight) WTK: 1.36% - New Position Kakuzi: 0.42% OIL/GAS: 1.1% (Underweight) TOTAL: 1.1% Total holdings: $74K/KES 9.47M/UGX 265M 2025 Outlook: I’m quite overweight on Banks& telcos. Preference was to keep each at about 35% of portfolio but I couldn’t stop myself from buying into recent SCOM & KCB weakness. Focusing on shoring up the Agriculture, manufacturing & Oil/Gas counters with this year’s dividends. Kakuzi liquidity is and continues to be a challenge so will probably focus more on WTK & fully exit the counter. I do want to add Carbacid to compliment BAT & EABL (which I intend to grow to atleast 7-8% of the portfolio) at the right valuation which I’m patiently waiting on. Happy investing! Until next year for another detailed update.








