My Unit Trust Investment as of 16th October 2020
So how my unit trust investment do last week ending 9th October 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 16 October 2020 | 21.31% | 18.66% | 81.34% |
| 09 October 2020 | 21.14% | 18.66% | 81.34% |
| 02 October 2020 | 20.49% | 22.76% | 77.24% |
| 25 September 2020 | 19.86% | 22.73% | 77.27% |
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 21.31% as compared to 21.14% last week. If I didn’t do portfolio rebalancing, my investment portfolio value would be at 28.26%.
My local fund value went slightly up last week as the local market traded cautiously in the absence of fresh catalysts. The FBM KLCI index closed at 1,504 points, 26 points down from the previous week. My foreign fund also slightly decrease in value as regional markets generally traded mixed. My bond fund, however, slightly increases 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?
This post was originally posted in my blog:
https://www.northborneogeek.com/2020/10/my-unit-trust-investment-as-of-16th-october-2020/