My Unit Trust Investment as of 19th February 2021
So how my unit trust investment do last week ending 19th February 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 19 February 2021 | 23.98% | 44.96% | 55.04% |
| 12 February 2021 | 24.25% | 44.22% | 55.78% |
| 5 February 2021 | 24.26% | 44.14% | 55.86% |
| 29 January 2021 | 23.35% | 22.81% | 77.19% |
This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund. My intention is to educate anyone who is reading this to diversify and regularly rebalance their retirement fund. Different people have different risk tolerance. Please 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 23.98% as compared to 24.25% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 48.55%.
My local and bond fund value went down while my regional fund value went up last week. The FBM KLCI index closed at 1,585 points, 15 points down from the previous week, after touching an intraday high of 1,615 before easing on profit-taking. Regional markets generally traded mixed with some profit-taking in the South-East Asian markets.
I will monitor my unit trust investment weekly until my next scheduled portfolio rebalancing. It is hard to predict the market movement, that is why you need to keep your emotion out of investing and rebalance your portfolio regularly.
How is your investment doing?
