My Unit Trust Investment as of 26th February 2021
So how my unit trust investment do last week ending 26th February 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 26 February 2021 | 20.57% | 43.86% | 56.14% |
| 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% |
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 20.56% as compared to 23.98% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 41.56%.
All of my fund value went down last week. The FBM KLCI index closed at 1,578 points, 7 points down from the previous week, led by lower global markets and profit-taking in selected index stocks. On the regional market, the North Asian markets registered weekly losses, whilst the ASEAN markets traded mixed. Bond fund registered a negative return for last week as a result of the rise of 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?
