My Unit Trust Investment as of 2nd April 2021
So how my unit trust investment do last week ending 2nd April 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 2 April 2021 | 20.35% | 44.34% | 55.66% |
| 26 March 2021 | 18.85% | 44.14% | 55.86% |
| 19 March 2021 | 19.27% | 44.31% | 55.69% |
| 12 March 2021 | 19.66% | 44.33% | 55.67% |
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 20.35% as compared to 18.85% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 42.96%.
All of my fund category values went up last week. The FBM KLCI index closed at 1,585 points, 16 points down from the previous week, led by profit-taking in selected stocks in the healthcare sector. Regional markets generally rose amid optimism over the global economy following the re- opening of the Suez Canal for shipping vessels as well as news of a potential U.S. infrastructure spending program. Bond fund registered a positive return for last week. The Malaysian Government Securities yields declined by 18 bps on investor buying activities, following the decision by the FTSE Russell to remove Malaysia from its watchlist for potential exclusion and to retain Malaysia in the World Government Bond Index (WGBI).
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?
