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 (-0.57%)
Medpace $MEDP (+0.1%)
Apple $AAPL (-1%)
Domino's Pizza $DPZ (+1.75%)
McDonald's $MCD (+0.3%)
Purchases
- Norbit $NORBT (-2.23%) (subsequent purchase)
- Frosta $NLM (+0.21%) (initial purchase)
- RCS Mediagroup $RCS (-0.53%) (initial purchase)
- Uber Technologies $UBER (-0.62%) (initial purchase)
- Sanlorenzo $SL (-0.97%) (initial purchase)
- Charles River Labs $CRL (-4.44%) (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
