North Borneo Geek
PersonalWealth

My Unit Trust Investment as of 9th April 2021

So how my unit trust investment do last week ending 2nd April 2021?

DateGain or LossEquity HoldingBond Holding
9 April 202120.69%44.36%55.64%
2 April 202120.35%44.34%55.66%
26 March 202118.85%44.14%55.86%
19 March 202119.27%44.31%55.69%

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 20.69% as compared to 20.35% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 43.69%.

My local equity fund and bond fund values went up last week, while my regional equity fund value went slightly down. The FBM KLCI index closed at 1,612 points, 27 points up from the previous week, led by profit-taking in selected stocks in the healthcare sector. Regional markets traded on a mixed note amid a rise in new Covid-19 cases and slow vaccination rollouts in selected countries. Bond fund registered a positive return for last week. The Malaysian Government Securities yields declined by 11 bps as bond market sentiment was lifted by the lower UST 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?

My Unit Trust Investment as of 9 April 2021

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The Geek

A so-called geek who resides at North Borneo, in a not so little city anymore, formerly known as Api-Api to the locals, Jesselton to the colonialist. This geek is a former Civil Engineer who is working for himself, who will write whatever popped up in his mind and hoping the reader would not be so judgmental toward his writings.

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