North Borneo Geek
PersonalWealth

My Unit Trust Investment as of 22nd May 2020

My unit trust investment value went up to 9.23% as compared to 7.95% last week. If I didn’t do portfolio rebalancing, my investment value would be at 6.83%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 15th May 2020

My unit trust investment value went up to 7.95% as compared to 6.30% last week. If I didn’t do portfolio rebalancing, my investment value would be at 5.27%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 8th May 2020

My unit trust investment value went up to 6.30% as compared to 5.86% last week. If I didn’t do portfolio rebalancing, my investment value would be at 3.39%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 1st May 2020

My unit trust investment value goes up to 5.86% as compared to 4.41% last week. If I didn’t do portfolio rebalancing, my investment value would be at 3.04%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 24th April 2020

My unit trust investment value goes down to 4.41% as compared to 5.41% last week. If I didn’t do portfolio rebalancing, my investment value would be at 0.94%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 17th April 2020

My unit trust investment value is up to 5.41% as compared to 2.07% last week. If I didn’t do portfolio rebalancing, my investment value would be at 3.04%. How is your investment doing?

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PersonalWealth

My Unit Trust Investment as of 10th April 2020

My unit trust investment value is up to 2.07% as compared to 0.40% last week. If I didn’t do portfolio rebalancing, my investment value would be at -1.12%. Because of my scheduled portfolio rebalancing, I have switched my holding heavier to equity fund, taking advantage of the low price. How is your investment doing?

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