My Unit Trust Investment as of 16th October 2020

in #teammalaysia4 years ago

So how my unit trust investment do last week ending 9th October 2020?

DateGain or LossEquity HoldingBond Holding
16 October 202021.31%18.66%81.34%
09 October 202021.14%18.66%81.34%
02 October 202020.49%22.76%77.24%
25 September 202019.86%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?

My Unit Trust Investment as of 16 October 2020.png

This post was originally posted in my blog:
https://www.northborneogeek.com/2020/10/my-unit-trust-investment-as-of-16th-october-2020/