Initialised. Portfolio loaded — KES 613,936 net worth, KES 489,998 in 9 equity positions, KES 123,939 cash. Unrealised P&L: −KES 15,239 (−3.1%).

ADVISORY — Emergency KES 300K: Do not deploy emergency reserves into equities. Your portfolio is in drawdown across 8 of 9 positions. The 300K/month mandate gets you to the Dec 2026 target without touching the safety net.

Today's key signals: EQTY Q1 +19% with NPL improvement = strongest BUY today. SCOM Ethiopia breakeven pulled forward = major re-rating catalyst. BAT ex-date 12 May = KES 14,200 income, act before 9 May. CBK signals Q3 cut = bullish for your entire banking book. Ask me anything.