After slightly more than 4 years, I finally decided to liquidate my unit trust portfolio completely. I entered sell orders for all remaining portfolio worth $217,000.00 last Monday. The full proceeds will be available by next Thursday and I plan to inject the fund into my low cost portfolio.
Through the unit trust experience, I learnt about diversification, portfolio allocation, sitting tight, and taking long term view when investing. It helped me in formulating the strategy for my low cost portfolio. I enjoyed the investment talk that Fundsupermart organized. Though there were marketing talks, but there was also precious nuggets that I picked up from the fund manager when they shared their thought process while making investment decision.
I also enjoyed the exclusive dinner invitation, which were held in 4-5 star hotels. You'd get to hear the fund manager sharing his/her view and thought process, while enjoying a decent ......