In my opinion, gold and gold miners had been sold aggressively in the past few years. Many gold miners were trading at all time low until the earlier part of 2016. With the speculative excess removed, eventually price will move according to the long term balance of demand and supply. My United Gold and General Fund was up 41.41% by end June. I have no intention to take immediate profit, as I believe it will be a while before excess bubble starts to build up in gold again.
Allocation ratio as of end June was 40% equity, 10% high yield, 50% bonds. I received cash dividend of $190.31 in June. Since April, I had stopped re-investing dividend from unit trust back into this portfolio. Instead I accumulated the dividend to be re-invested into my low cost portfolio. For the 1st half of 2016, my unit trust portfolio was up 2.65%. XIRR since inception stood at 1.75%.
Link to Yaruzi's unit trust portfolio allocation as of June 2016