My Unit Trust Investment as of 26th March 2021
So how my unit trust investment do last week ending 26th March 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 26 March 2021 | 18.85% | 44.14% | 55.86% |
| 19 March 2021 | 19.27% | 44.31% | 55.69% |
| 12 March 2021 | 19.66% | 44.33% | 55.67% |
| 5 March 2021 | 20.12% | 43.83% | 56.17% |
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 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 18.85% as compared to 19.27% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 40.88%.
All of my fund category values went down. The FBM KLCI index closed at 1,601 points, 25 points down from the previous week, in tandem with lower regional markets and softer crude oil prices. Regional markets generally traded lower, amid profit-taking in selected Internet stocks. Bond fund registered a negative return for last week. The Malaysian Government Securities yields declined by 12bps, however, the yields for corporate bonds ended higher amid thin trading volume.
I will monitor my unit trust investment weekly until my next scheduled portfolio rebalancing. It is hard to predict the market movement, that is why you need to keep your emotion out of investing and rebalance your portfolio regularly.
How is your investment doing?
