My Unit Trust Investment as of 11th September 2020
So how my unit trust investment do last week ending 11th September 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 11 September 2020 | 20.06% | 22.52% | 77.48% |
| 4 September 2020 | 20.93% | 22.80% | 77.20% |
| 28 August 2020 | 21.18% | 23.18% | 76.82% |
| 21 August 2020 | 21.42% | 22.93% | 77.07% |
This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund in EPF. My intention is to educate anyone who is investing to diversify their investment. Different people have a different risk tolerance, so please explore your risk tolerance. Take what you learn in this post with a pinch of salt.
My investment portfolio value is 20.06% as compared to 20.93% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 22.31%.
My local fund value went down last week led by continued profit-taking activities in selected index stocks and weaker crude oil prices. The FBM KLCI index close at 1,505 points, 11 points down from last week. My foreign fund also decreases in value in tandem with the softening of the U.S. 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?
