In April 2026 I decided to start an experimental unit trust
portfolio on POEMS focused exclusively on Amundi Unit Trusts with the following
target allocation:
- 40% MSCI World
- 20% Prime USA
- 20% Emerging Market
This is the 4 month update. The market has gone up and down but on average the portfolio profit has increase in absolute $ value. However, the average buying price continues to go up and the percentage return continues to go down.
Today's S&P500 futures are red as the Iran war continues to drag on and probability of a Fed rate hike increases. Hopefully, the monthly DCA strategy will still be profitable at the end of the year.
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