My portfolio has increased by 5.52% YTD as compared to -2.36% for KLCI index, +0.06% for FMB100 index and +0.53% for FBMEMAS. My portfolio’s return in 2018 was -6.02%. Moving forward it will be a roller coaster year as there are so many uncertainties in the market. From Trump’s random tweets and trade wars which disrupt the global market to economic uncertainties within Malaysia which are plaguing the local market.
I have bought additional units of Hong Leong Industries at RM10.70, increasing the percentage to 4.53% of my total portfolio. It is a stable stock and it is linked to the growth of Vietnam, with its ample cash holding, it is a good defensive stock to hold.
