So how my unit trust investment do last week ending 4th December 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 4 December 2020 | 21.55% | 19.26% | 80.32% |
| 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% |
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 21.55% as compared to 21.61% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 34.28%.
All of my fund value went up last week. The FBM KLCI index closed at 1,622 points, 14 points up from the previous week, supported by higher global markets. Regional markets also traded higher amid firmer global markets and China’s better-than-expected Purchasing Managers' Index (PMI) data.
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. Looking at the market now, I will be switching from my bond holding into equity on my next scheduled portfolio rebalancing.
How is your investment doing?
Posted from my blog with SteemPress : https://northborneogeek.com/2020/12/my-unit-trust-investment-as-of-4th-december-2020/