My Unit Trust Investment as of 23rd October 2020
So how my unit trust investment do last week ending 23rd October 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 23 October 2020 | 21.15% | 18.66% | 81.34% |
| 16 October 2020 | 21.31% | 18.66% | 81.34% |
| 09 October 2020 | 21.14% | 18.66% | 81.34% |
| 02 October 2020 | 20.49% | 22.76% | 77.24% |
This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund in EPF. My intention is to educate anyone who is reading this to diversify and regularly rebalance their retirement fund. Different people have different risk tolerance. Please go and explore your risk tolerance before you start to invest. Take what you learn in this post with a pinch of salt.
My investment portfolio value is currently at 21.15% as compared to 21.31% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 27.97%.
My local fund value went down last week amid profit-taking in selected index stocks. The FBM KLCI index closed at 1,495 points, 9 points down from the previous week. My foreign fund, however, increases in value Led by the continued recovery in China’s real gross domestic product (GDP). My bond fund also decreases in value.
I’ll monitor my unit trust investment weekly until my next scheduled portfolio rebalancing. It’s hard to predict the market movement, that’s why you need to keep your emotion out of investing and rebalance your portfolio regularly.
How is your investment doing?
