My Unit Trust Investment as of 17th July 2020
So how my unit trust investment do last week ending 17th July 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 17 July 2020 | 22.50% | 24.50% | 75.50% |
| 10 July 2020 | 22.24% | 24.57% | 75.43% |
| 03 July 2020 | 16.55% | 66.51% | 33.49% |
| 26 June 2020 | 13.39% | 65.65% | 34.35% |
My unit trust investment value went up to 22.5% as compared to 22.24% last week. If I didn’t do portfolio rebalancing, my investment value would be at 21.08%.
My local fund value is moving up where the FBM KLCI index rose to 1,596 points. Meanwhile, my foreign fund shows a dip in value, probably due to concern over US-China relations.
Good thing that I rebalance my portfolio because honestly, I didn’t see this coming. That’s why you need to keep your emotion out of investing and rebalance your portfolio regularly.
How is your investment doing?
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