My Unit Trust Investment as of 14th August 2020
So how my unit trust investment do last week ending 14th August 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 14 August 2020 | 24.05% | 24.62% | 75.38% |
| 7 August 2020 | 24.75% | 24.97% | 75.03% |
| 30 July 2020 | 24.12% | 24.92% | 75.08% |
| 24 July 2020 | 23.19% | 24.52% | 75.48% |
My unit trust investment value is at 24.05% as compared to 24.75% last week. If I didn’t do portfolio rebalancing, my investment value would be at 24.07%.
My local fund value went down last week due to continued profit-taking in the stock market. The FBM KLCI index close at 1,565 points, 13 points lower than last week. My foreign fund also shows a decrease in value, in tandem with the global market.
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?
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