Activities during the year:
- new fund: RM 72k.
- stocks sold: all the "value-stocks", XDL, Notion, TSH.
- decrease holdings: PwRoot (sold half of it).
- increase holdings: PPB, AirAsia.
- new investment: LPI, Supermx, CBIP, DLady, Takaful, UoaDev, AeonCr.
While the falling share prices of AirAsia and UoaDev were a bit disappointed, the good performances of PwRoot, PPB, TSH, Takaful and LPI were well above my expectation.
The investment return of my portfolio during 2013 was about 33% p.a., much higher than KLCI's performance.