My Unit Trust Investment as of 7th August 2020
So how my unit trust investment do last week ending 7th August 2020?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 7 August 2020 | 24.75% | 24.97% | 75.03% |
| 30 July 2020 | 24.12% | 24.92% | 75.08% |
| 24 July 2020 | 23.19% | 24.52% | 75.48% |
| 17 July 2020 | 22.50% | 24.50% | 75.50% |
My unit trust investment value went up to 24.75% as compared to 24.12% last week. If I didn’t do portfolio rebalancing, my investment value would be at 26.49%.
My local fund value is moving slightly up even though the FBM KLCI index close at 1,578 points, 26 points lower than last week. My foreign fund also shows an increase in value, in tandem with the global market.
I’ll keep monitoring my unit trust investment weekly until my next scheduled portfolio rebalancing. It is 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?
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