My Unit Trust Investment as of 5th March 2021
So how my unit trust investment do last week ending 5th March 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 5 March 2021 | 20.12% | 43.83% | 56.17% |
| 26 February 2021 | 20.57% | 43.86% | 56.14% |
| 19 February 2021 | 23.98% | 44.96% | 55.04% |
| 12 February 2021 | 24.25% | 44.22% | 55.78% |
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 20.12% as compared to 20.56% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 40.12%.
All of my fund value went down last week. The FBM KLCI index closed at 1,600 points, 22 points up from the previous week, in tandem with a rise in crude oil prices to a near 2-year high of USD69 per barrel. Regional markets generally traded mixed amid the rise in U.S. Treasury (UST) yields and profit-taking on selected technology stocks in the Taiwan market. Bond fund registered a negative return for last week as a result of the rise of Malaysian Government Securities yields by 21 bps, in tandem with the rise in global bond yields.
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?
