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 (-0.19%)
Medpace $MEDP (+8.95%)
Apple $AAPL (+14.14%)
Domino's Pizza $DPZ (+5.98%)
McDonald's $MCD (+1.12%)
Purchases
- Norbit $NORBT (+8.52%) (subsequent purchase)
- Frosta $NLM (+0.25%) (initial purchase)
- RCS Mediagroup $RCS (+3.07%) (initial purchase)
- Uber Technologies $UBER (+12.54%) (initial purchase)
- Sanlorenzo $SL (+7.14%) (initial purchase)
- Charles River Labs $CRL (+12.99%) (subsequent purchase)
- Simply Better Brands $SBBC (+8.55%) (initial purchase)
Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed
