DSE-listed shares — the growth engine of the book. Cheap quality, sized by conviction, never confused for a sure thing.
Under the mandate, equities are the growth engine — the sleeve allowed the widest band, 30 to 60 percent, because this is where return is made when the thesis is right. The Dar es Salaam Stock Exchange is small and concentrated, so a handful of names carry most of the weight: the banks, the telco, the consumer staples, the cement maker. The Ghost does not try to own the index. It owns a reasoned subset and explains every change.
The approach is plain: buy quality cheaper than it deserves, size to conviction rather than to comfort, and let the holdings table and the performance bridge show exactly what each name is contributing. A strong chart is never mistaken for a strong thesis.
NMB and CRDB anchor the sleeve — the deepest, most liquid earners on the board, and the book's largest contributors to date.
Vodacom and Tanzania Cigarette — defensive earnings that hold the line when the cycle turns and the banks wobble.
Twiga Cement reads the building cycle — useful as a tell on domestic demand, sized smaller because it swings harder.
How has the held-name equity sleeve changed since model-book inception?
Marked from 2026-06-06 to 2026-07-23
Only declared transformations and compatible comparisons are enabled. The exact state is retained in the URL.
Reuse package · edition 2026-07-23-7f67bde3142b
| Date | Series | Value |
|---|---|---|
| 2026-06-06 | Equities | 100 |
| 2026-06-21 | Equities | 103.59 |
| 2026-06-24 | Equities | 104.28 |
| 2026-06-25 | Equities | 103.76 |
| 2026-06-26 | Equities | 104.47 |
| 2026-06-29 | Equities | 105.4 |
| 2026-07-01 | Equities | 105.31 |
| 2026-07-03 | Equities | 108.16 |
| 2026-07-06 | Equities | 108.16 |
| 2026-07-09 | Equities | 107.77 |
| 2026-07-10 | Equities | 107.78 |
| 2026-07-13 | Equities | 107.56 |
| 2026-07-14 | Equities | 107.65 |
| 2026-07-15 | Equities | 108.44 |
| 2026-07-16 | Equities | 107.94 |
| 2026-07-17 | Equities | 108.01 |
| 2026-07-20 | Equities | 107.95 |
| 2026-07-21 | Equities | 108.22 |
| 2026-07-22 | Equities | 107.89 |
| 2026-07-23 | Equities | 108.6 |
2026-07-23-7f67bde3142b · revision log →rebase — observation / inception observation × 100Read: The line is the held-name sleeve—not the whole exchange—and every mark belongs to a verified close.
Hypothetical model book. This is educational evidence, not a recommendation or client track record.
The Ghost reads this off the platform’s live market page — the same data, updated as it’s captured. Educational and informational only.
Each move shows how this intelligence turns into a decision. Get the next chapter as it's written.