Experimental Unit Trust Portfolio: Month 6

 

I started an experimental unit trust portfolio to test out the strategy of blindly DCA low cost Amundi Unit Trusts every month no matter how high the stock market gets. In the last update, I shared that as stock markets climbed, my average buying price increased and percentage return dropped, though fortunately the profits in $ value increased.

This month, my average buying price continued to increase but interestingly the % return and $ return both increased. The most significant change appears to be Amundi Prime USA which is probably the main reason for increased % return.

Previous update:

https://buyaftercrash.blogspot.com/2026/09/experimental-unit-trust-update-2.html