Most retail investors on the NGX are chasing ghosts.
They spend sleepless nights dividing EPS by P/E ratios, memorizing balance sheets, and calculating math that corporate accountants can easily polish.
But they miss the single most bulletproof metric in investing. 🧵
Onyi and Emmy have worked as managers at Chevron for 10 years, with each earning a total of 300 million naira after tax.
Today, Onyi's NGX portfolio is valued at 600 million naira, yielding at least 30M yearly, in dividends, while Emmy...
I've seen the head of a family in need of therapy resort to calling pastors to "break the yolk" that's troubling the home, then go on to pretend like there’s no problem at all.
I didn't speak of it after my first attempt because...
What is one Nigerian brand you seethat you think holds this "Intangible Resonance?" Drop it below and let’s debate! 👇
If you found value here, follow @PortfolioNGX and turn on notifications.
For the raw, unfiltered breakdown of my moves, join: https://t.co/j4K25lZ9ln
Most retail investors on the NGX are chasing ghosts.
They spend sleepless nights dividing EPS by P/E ratios, memorizing balance sheets, and calculating math that corporate accountants can easily polish.
But they miss the single most bulletproof metric in investing. 🧵
I’m not a certified finance broker or a fund manager—just an investor who documents reality.
If a company's marketing or expense budget doesn't match the reality you see on Nigerian streets, walk away. Use real life to validate the paperwork.
@Morris_Monye Self-respect and confidence, YES.
Pride is different from arrogance by a thin line.
A poor man with pride easily comes across as arrogant, and that deters people of substance from ever pushing you forward, for fear of you eventually becoming an ungrateful monster.
@Ol0ye Considering that bear markets can be prolonged, I don't think it's best to place a timeframe on the market's recovery, especially considering our volatile economic landscape.
I believe, however, that the recovery would eventually happen. It's only a matter of time.
@compoundinnaira This bear market puts you in the perfect position to use existing dry powder to far exceed the 100 million target when the market recovers.
If course, it's easier said than done, but one or 2 well-timed positions in your strongest declining holdings should do the job.
My Crypto portfolio resemble warfront.
Na only me wey know how much I invest go understand as e take bad reach.
Until I checked prices, I thought someone hacked into my account.
I'm invested in solid NGX stocks, already mentioned in my previous threads.
In times like this, I only access my broker for strategic top ups.
Time will tell if it's all worth it.