My Unit Trust Investment as of 30th October 2020
So how my unit trust investment do last week ending 30th October 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 30 October 2020 | 20.86% | 18.43% | 81.57% |
| 23 October 2020 | 21.15% | 18.66% | 81.34% |
| 16 October 2020 | 21.31% | 18.66% | 81.34% |
| 09 October 2020 | 21.14% | 18.66% | 81.34% |
This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund. My intention is to educate anyone who is reading this to diversify and regularly rebalance their retirement fund. 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 20.86% as compared to 21.15% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 26.26%.
My local fund value went down last week in tandem with the retracement in global markets. The FBM KLCI index closed at 1,467 points, 28 points down from the previous week. My foreign fund also decreases in value led by the decline on Wall Street. Regional markets also registered weekly losses ranging from 1.5% to 4.5%. My bond fund increases in value, however.
I’ll monitor my unit trust investment weekly until my next scheduled portfolio rebalancing. It’s 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?
