Portfolio performance is below FMB KLCI index movement, as KLCI index closed at 1551.89 on 4 Jan 2011 and at 1503.89 on 18 Mar 2011, fell by 3.1%, but my portfolio fell 14.2%. My stock selection is mainly weighed on under value small cap counters, which had been over sold by foriegn investor given the market uncertainty as the breakout of unrest in Mid-east and Japan's earthquake recently.
Based on strong balance sheet of both companies which under my portfolio, i shall remain holding them. While if there are any other opportunities, i may consider to invest more stocks by injecting more capital into my portfolio.
