What to do when Unit trusts are positive?

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General questions

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Hi there! Wish to seek advise on the subject above.

Context, I’m invested in UT via FundSuperMart from many years ago and there’s been a substantial unrealised profit lately after the downturn in 2022/23. I’m not currently DCA-ing or putting anymore as I have other priorities.

My question is, now that there’s unrealised Profit of say 30%, do I withdraw the 30% units and switch them to less volatile investments to realize the gains? Or am I better off maintaining it?

How do I assess this situation?

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thortilla27

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Posted: 9 months ago
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