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 (-1.07%)
Medpace $MEDP (+2.24%)
Apple $AAPL (+1.23%)
Domino's Pizza $DPZ (-1.68%)
McDonald's $MCD (-0.54%)
Purchases
- Norbit $NORBT (+1.29%) (subsequent purchase)
- Frosta $NLM (+0.21%) (initial purchase)
- RCS Mediagroup $RCS (+0.58%) (initial purchase)
- Uber Technologies $UBER (-0.67%) (initial purchase)
- Sanlorenzo $SL (+0.8%) (initial purchase)
- Charles River Labs $CRL (+3.1%) (subsequent purchase)
- Simply Better Brands $SBBC (-1.1%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed
