North Borneo Geek
PersonalWealth

My Unit Trust Investment as of 18th September 2020

So how my unit trust investment do last week ending 18th September 2020?

DateGain or LossEquity HoldingBond Holding
18 September 202019.86%22.84%77.16%
11 September 202020.06%22.52%77.48%
4 September 202020.93%22.80%77.20%
28 August 202021.18%23.18%76.82%

This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund in EPF. My intention is to educate anyone who is investing to diversify their investment. Different people have different risk tolerance. Please go and explore your risk tolerance before you start to invest. Take what you learn in this post with a pinch of salt.

My investment portfolio value is currently at 19.86% as compared to 20.06% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 23.86%.

My local fund value went up last week, supported by gains in selected index stocks as well as firmer regional markets. The FBM KLCI index closed at 1,507 points, 2 points up from the previous week. My foreign fund also increases in value following China’s better-than-expected industrial output growth for August.

I’ll keep monitoring my unit trust investment weekly until my next scheduled portfolio rebalancing. It is hard to predict the market movement, that’s why you need to keep your emotion out of investing and rebalance your portfolio regularly.

How is your investment doing?

My Unit Trust Investment as of 18 September 2020

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The Geek

A so-called geek who resides at North Borneo, in a not so little city anymore, formerly known as Api-Api to the locals, Jesselton to the colonialist. This geek is a former Civil Engineer who is working for himself, who will write whatever popped up in his mind and hoping the reader would not be so judgmental toward his writings.

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