So how my unit trust investment do last week ending 12th February 2021? Happy Lunar Year! Hope that this year we have a lot of bull market.
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 12 February 2021 | 24.25% | 44.22% | 55.78% |
| 5 February 2021 | 24.26% | 44.14% | 55.86% |
| 29 January 2021 | 23.35% | 22.81% | 77.19% |
| 22 January 2021 | 24.17% | 23.38% | 76.62% |
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 24.25% as compared to 24.26% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 46.76%.
My local fund value went up while my bond fund value went down last week. My regional fund however didn't change in value. The FBM KLCI index closed at 1,600 points, 21 points up from the previous week, in tandem with higher global and regional markets. Regional markets generally strengthened following upbeat news that China’s Producer Price Index (PPI) turned positive for the first time since January 2020, signalling the continued recovery in China’s economy.
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?
