My Unit Trust Investment as of 5th June 2020
So how my unit trust investment do last week ending 5th June 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 05 June 2020 | 13.16% | 65.55% | 34.45% |
| 29 May 2020 | 10.75% | 64.79% | 35.21% |
| 22 May 2020 | 9.23% | 64.34% | 35.66% |
| 15 May 2020 | 7.95% | 63.95% | 36.05% |
My unit trust investment value went up to 13.16% as compared to 10.75% last week. If I didn’t do portfolio rebalancing, my investment value would be at 12.91%. How is your investment doing?
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