₦airaland Forum

Most times we talk about our gains not considering our losses, no fund manager in Nigeria has delivered a compounded annualized portfolio return of 22% over a period of 10 years

megawealth01:
Play safe...

I no go talk oooooo

More like a good news for Oando

Choiceguy:
This one you are now looking for bond to buy,it seem the money you accumulate after Oando sale is too much. Omo my brother want to play safe now.

Very funny. It is good to have many active income.My first buy of bond was sukuk at 13 percent.I have received 3 yrs coupon on it for 10 yr maturity. That one na wale ground father loot I believe TB was during gej at 18%.
Fixed income is place to invest for stress free income from physical hustle .That is why we don't touch it because active businesses dey bring cash.Then I mentioned June and July.Go check when I was buying second batch of oando at #15..lol.The loot from oando will all go into presco. before wale can scam my type again. He did it in the past but it can not happen again. And bro I am not planning to retire at old age from active hustle. The 60 yrs thing by government standard na old age for my side of thought

emmanuelewumi:
Okay , list 20 stocks with 20% annualized return over a period of 10 years

Oga Emma, you sabi this more than me. You are the master of diversification while I am the master of concentration Lol

Pesuzok:
More like a good news for Oando

Congratulations

If you made a gain of 100% in year one and made a loss of 50% in year two, do you know that you compounded annualized return in 2 years is 0%

emmanuelewumi:
If you made a gain of 100% in year one and made a loss of 50% in year two, do you know that you compounded annualized return in 2 years is 0%

And what if there is no loss? Or you believe there must be a loss?

Na people wey dey diversify dey make losses

Agbalowomeri:
And what if there is no loss? Or you believe there must be a loss?

Na people wey dey diversify dey make losses

100% is a year is a highly speculative return


In most cases the market giveth , the market taketh glory be to the name of the Lord

Agbalowomeri:
Ahh na combination of TA and dividend I dey use for my guesswork o. I no get any fixed price.

Every trend will not reverse overnight. We see the ongoing distribution over several months. When the bear comes, it will also siddon well well for ground for bend down pick.

That means you go in towards the close of dividend. I see why you have been hammering November as your buy time

Agbalowomeri:
Ahh na combination of TA and dividend I dey use for my guesswork o. I no get any fixed price.

Every trend will not reverse overnight. We see the ongoing distribution over several months. When the bear comes, it will also siddon well well for ground for bend down pick.

I'm learning

Agbalowomeri:
The master has spoken

But me na babajeje; I no fit run so I go jejely wait for the incoming bank crash

The over all baba ijebu garri master. We are following your footsteps. Like I said somewhere here the other day, I read through all the pages here and I came across where you subtly said that the difference between 1million and 1billion is doubling the initial 1million every year and in the tenth year, it will become 1billion . I have decided to try that experiment, so I opened another account with another broker last year and moved one million into it and I will only be trading it once or twice a year like you do . May God help my soul

Agbalowomeri:
Oga Emma, you sabi this more than me. You are the master of diversification while I am the master of concentration Lol

You too spoil..lol

emmanuelewumi:
100% is a year is a highly speculative return


In most cases the market giveth , the market taketh glory be to the name of the Lord

No one can say the time but with experience you know it would come between 1-2 years. As long as your loss is zero, it is not difficult to achieve even 50% annualized. Sometimes you get 100%, some years no trade sef, sometimes if you are lucky with your timing, you get 200% (which already covers 4 years).

emmanuelewumi:
100% is a year is a highly speculative return


In most cases the market giveth , the market taketh glory be to the name of the Lord

But if you go through records, there is usually three or four stocks that give 💯. Either a battered company that just returned to profitability or companies that the majority owner wants to move or the one wey better deal or news/rumour meet. Just go through and you will see so

MARKETJJC:
The over all baba ijebu garri master. We are following your footsteps. Like I said somewhere here the other day, I read through all the pages here and I came across where you subtly said that the difference between 1million and 1billion is doubling the initial 1million every year and in the tenth year, it will become 1billion . I have decided to try that experiment, so I opened another account with another broker last year and moved one million into it and I will only be trading it once or twice a year like you do . May God help my soul

Chai see FBI

Person don open my dibia

megawealth01:
What was your reason for buying eterna at that price?

My early days in the business

MARKETJJC:
But if you go through records, there is usually three or four stocks that give 💯. Either a battered company that just returned to profitability or companies that the majority owner wants to move or the one wey better deal or news/rumour meet. Just go through and you will see so

Name 20 stocks that gave a 20% annualized return over a period of 10 years


You build wealth through consistency of return and then compounding it

Streetinvestor2:
Very funny. It is good to have many active income.My first buy of bond was sukuk at 13 percent.I have received 3 yrs coupon on it for 10 yr maturity. That one na wale ground father loot I believe TB was during gej at 18%.
Fixed income is place to invest for stress free income from physical hustle .That is why we don't touch it because active businesses dey bring cash.Then I mentioned June and July.Go check when I was buying second batch of oando at #15..lol.The loot from oando will all go into presco. before wale can scam my type again. He did it in the past but it can not happen again. And bro I am not planning to retire at old age from active hustle. The 60 yrs thing by government standard na old age for my side of thought

MARKETJJC:
But if you go through records, there is usually three or four stocks that give 💯. Either a battered company that just returned to profitability or companies that the majority owner wants to move or the one wey better deal or news/rumour meet. Just go through and you will see so

You gerrit. Not as difficult as people think. So many criteria. Just choose the one that matches your risk appetite.

Let me add another one: changing ROE

MARKETJJC:
The over all baba ijebu garri master. We are following your footsteps. Like I said somewhere here the other day, I read through all the pages here and I came across where you subtly said that the difference between 1million and 1billion is doubling the initial 1million every year and in the tenth year, it will become 1billion . I have decided to try that experiment, so I opened another account with another broker last year and moved one million into it and I will only be trading it once or twice a year like you do . May God help my soul

What's the names of your brokers?

Agbalowomeri:
No one can say the time but with experience you know it would come between 1-2 years. As long as your loss is zero, it is not difficult to achieve even 50% annualized. Sometimes you get 100%, some years no trade sef, sometimes if you are lucky with your timing, you get 200% (which already covers 4 years).

200% in 4 years gives an annualized return of 31%.

20% annualized return in 10 years is a job well done

Stanbic IBTC, United Capital, GT Fund manager equity funds did not achieve this

chimex38:
https://businessday.ng/news/article/first-pms-delivery-from-dangote-refinery-expected-in-september/

This constant shifting of dangote refinery PMS sales nawoo.

Agbalowomeri:
Lol September again

Lol...I tire..

Choiceguy:
This constant shifting of dangote refinery PMS sales nawoo.

It is what the people sabotaging the refinery want now.I bought fuel today #920..The real protest will come like a thief at night. Let them continue to share hunger.

Has anyone received dividend alert from Sunu Assurance?

godlyguy:
Why you dey reveal one of my secrets na

Although Wale suppose don comot sha

Just make 'im no slap my salute by delisting.

emmanuelewumi:
200% in 4 years gives an annualized return of 31%.

20% annualized return in 10 years is a job well done

Stanbic IBTC, United Capital, GT Fund manager equity funds did not achieve this

But they have been able to do 15%.That is why I trying to see if I can rebalance my portfolio for minimum of 15% but is not being easy with appreciation in some stocks in the portfolio .

emmanuelewumi:
Name 20 stocks that gave a 20% annualized return over a period of 10 years


You build wealth through consistency of return and then compounding it

Pa Emma, you are missing the point, it is not the same stock or stocks but the same return with different stocks. Eg 2020 UCAP, AIRTEL etc did 💯; 2021 Vitaform, Guinness, UCAP etc did 💯; 2022 PZ, champions, NAHCO etc did 💯; 2023 all banks, TRANSCORP PLC, TRANSCORP hotel , Mrs, eternal, conoil etc did; 2024 OANDO, geregu, UCAP, etc did and next
year ETERNA, TRANSCORPs, DANGOTE etc might do

Agbalowomeri:
You gerrit. Not as difficult as people think. So many criteria. Just choose the one that matches your risk appetite.

Let me add another one: changing ROE

I got you boss, I am one of your apostles. I have chosen this your pattern for my other account. I did only one trade in it last year and sold this year and made 200% and I left it till time is ripe for me to trade once again this year.

emmanuelewumi:
Why are you scaring them


People buying know it is a gamble nah.

Just make sure it is not more than 25% of your portfolio

25% for where....
My own no even reach 1%...

emmanuelewumi:
200% in 4 years gives an annualized return of 31%.

20% annualized return in 10 years is a job well done

Stanbic IBTC, United Capital, GT Fund manager equity funds did not achieve this

You are comparing big investment houses with billions of naira in their portfolio, with somebody who trades 5 to 50 million. They are not on the same level at all. The smaller your capital, the easier you can take advantage of volatility. Those big companies mostly use FA like Warren Buffett, and there is no high-frequency trading in Nigeria, so they can't use that approach like their peers abroad.

MARKETJJC:
Pa Emma, you are missing the point, it is not the same stock or stocks but the same return with different stocks. Eg 2020 UCAP, AIRTEL etc did 💯; 2021 Vitaform, Guinness, UCAP etc did 💯; 2022 PZ, champions, NAHCO etc did 💯; 2023 all banks, TRANSCORP PLC, TRANSCORP hotel , Mrs, eternal, conoil etc did; 2024 OANDO, geregu, UCAP, etc did and next
year ETERNA, TRANSCORPs, DANGOTE etc might do

Grregu is not up to 10 years, Transcorp did not give a 20% annualized return in 10 years.

As a matter of fact the IPO of Transcorp in 2005 was N7.50k



Also referring to portfolio return