My Unit Trust Investment as of 3rd July 2020

So how my unit trust investment do last week ending 3rd July 2020?

Date	Gain or Loss	Equity Holding	Bond Holding
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%
12 June 2020	13.22%	65.65%	34.34%

My unit trust investment value went up to 16.55% as compared to 13.39% last week. If I didn’t do portfolio rebalancing, my investment value would be at 17.72%. That’s higher than my own portfolio because, for my unit trust investment portfolio, I have placed a few units in bond.

This week is my scheduled portfolio rebalancing, where I will take look at how’s my investment doing. I’m rebalancing my equity and bond ratio from 70:30 to 20:80 because of my equity holding has gained 38.7% in value from my last rebalancing in April 2020. Also, most of my equity has passed their previous high. With that, I think I’ll switch some to bond. I left a few units in equity, just in case the market still bullish (or bullish according to expert terminology)..

Don’t be too greedy, time to take profit because I don’t know where the market going to move. Either way, I’m ready for it. How is your investment doing?