My Unit Trust Investment as of 24th July 2020
So how my unit trust investment do last week ending 24th July 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 24 July 2020 | 23.19% | 24.52% | 75.48% |
| 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% |
My unit trust investment value went up to 23.19% as compared to 22.50% last week. If I didn’t do portfolio rebalancing, my investment value would be at 22.17%.
My local fund value is moving slightly down where the FBM KLCI index close at 1,590 points, 6 points lower than last week. Meanwhile, my foreign fund shows a slight increase in value, but not that significant, probably due to concern over US-China relations.
I’ll keep monitoring my unit trust investment weekly until my next scheduled portfolio rebalancing. It is 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?
