My Unit Trust Investment as of 10th July 2020
So how my unit trust investment do last week ending 10th July 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 10 July 2020 | 22.24% | 24.57% | 75.43% |
| 03 July 2020 | 16.55% | 66.51% | 33.49% |
| 26 June 2020 | 13.39% | 65.65% | 34.35% |
| 19 June 2020 | 13.32% | 65.67% | 34.33% |
My unit trust investment value went up to 22.24% as compared to 16.55% last week. If I didn’t do portfolio rebalancing, my investment value would be at 21.34%. I didn’t expect that my investment would go further, but it did so I’m very thankful for doing my portfolio rebalancing last week.
Time to relax and monitor my investment until the next rebalancing schedule. It is, after all, a long term investment. How is your investment doing?
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