A long-term investor focused on Malaysian stocks shares their experiences, insights, and reflections along the way. Two furniture stocks, Liihen and JayCorp, were the main culprits in the investment performance's 20.31% annual decrease in 2025, which was significantly worse than the previous year. Other companies whose stock prices dropped include Gadang, Luxchem, Matrix, and YTL Power. Among the stocks that rose by more than 18.17% for the year, Kimlun was the only one that did decently. The company won a slew of building contracts this year. While YTL Power's stock price did well, it was not enough to compensate for the underwhelming performance of other stocks, and unrealized accumulated losses increased to 12.89%. This year, the portfolio was still being repaired after the liquidation of CTOS, Elsoft, and Homeriz, as well as the reduction of stakes in Liihen and JayCorp. In the meantime, we expanded our holdings in Kimlun, OCK, and YTL Power, and acquired new stocks such as...
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