My Unit Trust Investment as of 27th November 2020
So how my unit trust investment do last week ending 27th November 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 27 November 2020 | 21.61% | 19.38% | 80.62% |
| 20 November 2020 | 21.58% | 19.21% | 80.79% |
| 13 November 2020 | 21.98% | 19.07% | 80.93% |
| 06 November 2020 | 21.85% | 19.11% | 80.89% |
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 21.61% as compared to 21.58% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 32.95%.
My local and foreign fund value went up last week. The FBM KLCI index closed at 1,608 points, 14 points up from the previous week, led by firmer global markets. Regional markets trended higher amid strength on Wall Street. My bond fund, however, decreases in value.
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?
