KCP. USD/TZS 2,637
Kanza Capital Partners The Ghost
Model-book note — educational only. The Ghost is a hypothetical model portfolio used to explain Tanzanian market structure, allocation reasoning and risk — not investment advice, a recommendation, or a live client portfolio. Holdings are illustrative; prices and liquidity may be stale or thin. Figures reconcile to their sources as at the date shown on each mark.
Chapter 05 · Monthly allocation · July 2026The Moves · monthly savings decision

Where the month's 7m went — and the signals behind it

The Ghost adds TZS 7m of new savings this month. Before deciding where it goes, it reads the board: drift against the bands, what the journey has taught, and what the macro tape is saying. The split is the conclusion of that reasoning, not the start of it.

Illustrative · new capital, allocated within the mandate bands
This month's saving
+TSh 7.0m
To equities
4.0m · NMB
To fixed income
3.0m · T-bills
Contributed capital
TSh 507.0m
Market P&L · money-weighted
▲ 2.80%
The signals it read

What the Ghost weighed first

A monthly saving is a small decision made often — which is exactly why the discipline matters. The Ghost doesn't ask "what's hot." It asks three duller questions, in order.

Drift vs the bands

Where is the book light?

Equities sit near the top of their 30–60% band; fixed income sits below the middle of its 25–50%. The anchor has room and the engine doesn't — that points new capital toward the ballast.

Journey learnings

What has it been taught?

Last month's lesson was patience — buy the boring thing before you need it. A month after opening the gold hedge, the read is to keep strengthening defence, not chase the rally.

The macro tape

What is the context?

91-day T-bills near 3.6% and inflation around 4% keep real short yields thin but positive — enough to make rebuilding the T-bill ladder a fair place to park patient capital.

“Feed the sleeve with room, not the sleeve with momentum.”
The decision

4m to the anchor equity, 3m to the ladder

The 4m equity share goes to NMB — the book's most liquid, highest-quality earner — rather than to a new name: adding to conviction already earned beats reaching for a fresh thesis with a small monthly cheque. The 3m fixed-income share tops up the Treasury-bill ladder, nudging the under-weight anchor back toward the middle of its band and rebuilding the dry powder the gold sleeve drew down.

Model-book context: how The Ghost reads these names → NMB one-pager · Government securities board

Both moves stay comfortably inside the mandate bands, so neither needs a band-breach rationale. Nothing was sold; this is new savings finding its place, not a rotation.

Honest attribution

A deposit is not a gain

The book is now worth more because the Ghost saved, not because it earned. Contributed capital rises to TSh 507m; the money-weighted return holds at +2.80%, exactly as it should — new savings never flatter performance. The two figures are shown side by side on the tracker so the difference is always legible. null > fabricated, always.

For new investors

The lesson in this move

Adding to a name the book already believes in beats reaching for a fresh idea with a small monthly cheque. And topping up the T-bill ladder isn’t chasing yield — it’s rebuilding dry powder so the book can act when a real decision arrives. Discipline, not excitement.

For diaspora investors

Reading this from abroad

The NMB shares and the T-bills are both TZS-denominated, so a shilling that drifts against the USD, GBP or EUR is part of the real return — not a side note. Buying DSE names from abroad needs a local CDS account and broker; T-bills are usually accessed through a local bank. Currency is the main cross-border variable here.

Continue the trail
The bank the 4m went toNMB Bank →
How the big banks compareCRDB Bank →
Where the 3m ladder sitsGovernment securities board →
The currency backdropThe shilling & FX board →
Today’s full market readThe Brief →

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The terrain this month touched
Source: DSE daily report (marks) · KCP Ghost decision ledger as at 1 Jul 2026 Verified Confidence: High Marks reconcile to the verified Dar es Salaam Stock Exchange close; allocation figures come from the Ghost’s own ledger. Hypothetical & educational — never advice. Methodology