My Unit Trust Investment as of 27th March 2020
So what happened last week?
There was an announcement of economic stimulus all over the globe. This I think gave investors confidence to trade. Malaysia also announces additional stimulus of RM230 billion on Friday last week to further reduce the impact from COVID-19. You can read the highlights of Malaysia’s Economic Stimulus Package here. But I do feel that investor is starting to making their profit because of cheap stock prices since early of last week.
I was tempted to rebalance my portfolio about 2 weeks ago. That’s my heart playing with me. But my brain, my brain says to stick to my plan. The plan is to do my rebalancing next week! So I’m sticking to my plan. Sticking to the plan is crucial in my investment. By the way, the best time to start investing was on 19th March 2020 when KLSE Index was at the lowest, applicable to the local unit trust fund. But I also see the same pattern on regional & global markets.
I’m sticking to my plan.
How did I do last week?
| Date | Total Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 27 March 2020 | 0.01% | 40% | 60% |
| 20 March 2020 | -1.66% | 38% | 62% |
My investment value is up to 0.01% as compared to -1.66% last week. If I didn’t do my portfolio rebalancing, my investment value would be at -4.52%. How is your investment doing?
