My Unit Trust Investment as of 22nd May 2020
So how my unit trust investment do last week ending 22nd May 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 22 May 2020 | 9.23% | 64.34% | 35.66% |
| 15 May 2020 | 7.95% | 63.95% | 36.05% |
| 08 May 2020 | 6.30% | 63.40% | 36.60% |
My unit trust investment value went up to 9.23% as compared to 7.95% last week. If I didn’t do portfolio rebalancing, my investment value would be at 6.83%. How is your investment doing?
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