As announced, here's a little update on January today, nothing long, don't want to bore you
Yield
Yield: 6.82% (FTSE All World: 4.23%)
TTWROR: 7.29%
Thus slightly outperformed, hopefully I can extend this lead further
transactions
Sales:
- Shimano $7309 (+2.58%)
Medpace $MEDP (+4.01%)
Apple $AAPL (-0.73%)
Domino's Pizza $DPZ (-0.32%)
McDonald's $MCD (-1.39%)
Purchases
- Norbit $NORBT (-0.5%) (subsequent purchase)
- Frosta $NLM (+0%) (initial purchase)
- RCS Mediagroup $RCS (+0.56%) (initial purchase)
- Uber Technologies $UBER (-0.08%) (initial purchase)
- Sanlorenzo $SL (-0.18%) (initial purchase)
- Charles River Labs $CRL (+3%) (subsequent purchase)
- Simply Better Brands $SBBC (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed
