My Unit Trust Investment as of 12th March 2021

So how my unit trust investment do last week ending 12th March 2021?

Date	Gain or Loss	Equity Holding	Bond Holding
12 March 2021	19.66%	44.33%	55.67%
5 March 2021	20.12%	43.83%	56.17%
26 February 2021	20.57%	43.86%	56.14%
19 February 2021	23.98%	44.96%	55.04%

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 19.66% as compared to 20.12% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 42.41%.

My local and regional equity fund value went slightly up last week, while my bond value went down. The FBM KLCI index closed at 1616 points, 16 points up from the previous week, led by higher global and regional markets as well as gains in selected cyclical recovery stocks. Regional markets generally traded higher amid optimism over the global economic outlook. Bond fund registered a negative return for last week as a result of the rise of Malaysian Government Securities yields by 12 bps, in tandem with the rise in global bond yields.

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?