Friday, March 11, 2016

February 2016 - Unit Trust Portfolio Update

My unit trust portfolio was holding up well despite the intensifying sell-off in early February. Indeed it made slight recovery toward the end of months. YTD performance was -2.23% by end Feb vs -2.43% by end January. I received a dividend of $143.82 for February.

United Gold and General Fund was the star performer, recovering from -18.64% in January to 5.47%. Watch out for gold and gold miners as there is a high possibility that they have hit the bottom from a multi year downtrend.

I'm planning to reduce my allocation to junk bonds and re-allocate the proceeds to equity and bonds.



Link to Yaruzi's unit trust portfolio allocation as of Feb 2016

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