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 (-1.38%)
Medpace $MEDP (+0.54%)
Apple $AAPL (-0.09%)
Domino's Pizza $DPZ (+2.45%)
McDonald's $MCD (+0.54%)
Purchases
- Norbit $NORBT (+2%) (subsequent purchase)
- Frosta $NLM (+0%) (initial purchase)
- RCS Mediagroup $RCS (-0.15%) (initial purchase)
- Uber Technologies $UBER (-2.4%) (initial purchase)
- Sanlorenzo $SL (+0%) (initial purchase)
- Charles River Labs $CRL (+0.11%) (subsequent purchase)
- Simply Better Brands $SBBC (+1.41%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed