My Unit Trust Investment as of 30th July 2020
So how my unit trust investment do last week ending 30th July 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 30 July 2020 | 24.12% | 24.92% | 75.08% |
| 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% |
My unit trust investment value went up to 24.12% as compared to 23.19% last week. If I didn’t do portfolio rebalancing, my investment value would be at 25.39%.
My local fund value is moving slightly down where the FBM KLCI index close at 1,604 points, 14 points higher than last week. Meanwhile, my foreign fund shows an increase in value.
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?
Please follow and like us:
