My Portfolio at the end of 2012.

Activities during the year:

• newly injected fund: RM41,500。
• stock sold: Yahorng，Prkcorp, Sbagan, Kimhin, XDL-wa.
• Increase holding in AirAsia and Notion. Sold all Notion-wa and hold Notion-Wb.
• new investment: Pwroot, PPB.

Gloves companies still make up the highest weight (~25%) in my portfolio, followed by AirAsia which contribute ~20% of my investments. Notions, TSH, PPB and Pwroot weight about ~10% each, and the weight of the net-working-capital portfolio had drop to ~10%.

My return rate of investment in year 2012 was about 10% p.a., not much different from KLCI's performance.

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