NSE Portfolio Value
KES 324,000
prices at cost basis — awaiting cron refresh
US Portfolio Value
$13,350
+$2,290 (+20.7%)
Kenya Funds
KES 4,911,343
+KES 464,374 interest · 2 funds
Estimated Net Worth
$53,622
KES 6,970,830 · 4 NSE · 4 US · 2 funds
NSE Total Gain / Loss
+KES 36,500
+12.7% overall
Kenya Funds — Interest earned
KES 464,374
10.36% total yield on KES 4,481,999 principal
vs S&P 500 (normalised to same starting value)
Nairobi Securities Exchange · KES
Safaricom PLC
5,000 shares · KES 18.50 / share
Equity Group Holdings
2,000 shares · KES 48.50 / share
KCB Group PLC
3,000 shares · KES 35.50 / share
Co-operative Bank of Kenya
2,000 shares · KES 14.00 / share
ESWF — long-term wealth
Current balance
KES 3,884,924
Principal
KES 3,499,999
Interest earned
KES 384,925
Total yield
11.00%
EMMF — emergency cash
Current balance
KES 1,026,419
Principal
KES 982,000
Interest earned
KES 79,449
Total yield
8.09%
US Markets · USD
Schwab US Dividend Equity ETF
100.000 shares · $29.15 live
Vanguard Total Stock Market ETF
25.000 shares · $268.40 live
Microsoft Corporation
5.000 shares · $428.50 live
Apple Inc.
8.000 shares · $197.80 live