My Unit Trust Investment as of 2nd October 2020
So how my unit trust investment do last week ending 2nd October 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 02 October 2020 | 20.49% | 22.76% | 77.24% |
| 25 September 2020 | 19.86% | 22.73% | 77.27% |
| 18 September 2020 | 19.86% | 22.84% | 77.16% |
| 11 September 2020 | 20.06% | 22.52% | 77.48% |
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 20.49% as compared to 19.86% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 24.00%.
My local fund value went slightly up last week due to lack of fresh positive catalysts. The FBM KLCI index closed at 1,500 points, 9 points down from the previous week. My foreign fund increase in value as markets generally rose as sentiment was lifted by signs of progress towards a U.S. stimulus deal.
This week is my scheduled portfolio rebalancing, balancing it according to the current market situation. 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?
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