My portfolio still unchanged consist of Mahsing, SOP, CI Holdings and YTL Power-WB. Portfolio 1 is badly hurt due to poor performance of C.I. Holdings, mostly due to impact higher cost impact from removal of sugar subsidy and YTL Power-WB on cautious over their YES business, however portfolio 2 is performing well, thanks to Mamee's SCR and SOP. :)
Portfolio 1 - YTD gain is drop from 17% gain in february to ~4%
Portfolio 2 - YTD gain is 16.5%.
Both still outperforming KLCI gain this year.
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