My Unit Trust Investment as of 25th September 2020
So how my unit trust investment do last week ending 25th September 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 25 September 2020 | 19.86% | 22.73% | 77.23% |
| 18 September 2020 | 19.86% | 22.84% | 77.16% |
| 11 September 2020 | 20.06% | 22.52% | 77.48% |
| 4 September 2020 | 20.93% | 22.80% | 77.20% |
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 different risk tolerance. Please go and explore your risk tolerance before you start to invest. Take what you learn in this post with a pinch of salt.
My investment portfolio value is currently at 19.86% as compared to 19.86% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 23.06%.
My local fund value went up last week supported by buying interest in healthcare stocks. The FBM KLCI index closed at 1,509 points, 2 points up from the previous week. My foreign fund decrease in value as Asia’s exports may be impacted by the ongoing U.S.-China tensions as well as concerns over fresh Covid-19 lockdowns in Europe.
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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