The holdings are exactly same as previous year. There's no selling/buying, or any newly-injected fund during the whole year.
The best performers in the portfolio are AirAsia and CBIP, both had been gaining more than 20% in value. While the share prices of Supermx, Pwroot, AeonCr, PPB and DLady had experienced some fall during the year, I believe that their fundamentals are still good, and may perform better in coming years.
The investment return of my portfolio during 2014 was about 1.3% p.a., slightly better than KLCI's performance.
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