Habari, Wanjiku

I get a KES 2M windfall

What happens

I get a KES 2M windfall

Splits well: KES 800k home, KES 600k future, KES 300k USD MMF, KES 300k emergency top-up.

Goals affected

First Homeahead 26 months

Recommendations

  • · Don't spend more than 5%
  • · DCA the equity portion over 6 months
  • · Keep emergency at 8 months

Investments to consider

Nabo Capital · Multi-asset

Nabo Balanced Fund

14.8%

Yield

Medium risk 78% matchKES

Nabo Capital · Equity

Nabo NSE Equity ETF

18.2%

Yield

High risk 64% matchKES

Centum Investment · Alternatives — Real Estate

Centum Real Estate Fund

11.8%

Yield

Medium risk 58% matchKES