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 (-2,21 %)
Medpace $MEDP (-4,92 %)
Apple $AAPL (-4,75 %)
Domino's Pizza $DPZ (-4,11 %)
McDonald's $MCD (-2,15 %)
Purchases
- Norbit $NORBT (+0,68 %) (subsequent purchase)
- Frosta $NLM (+0,96 %) (initial purchase)
- RCS Mediagroup $RCS (+0,93 %) (initial purchase)
- Uber Technologies $UBER (-4,05 %) (initial purchase)
- Sanlorenzo $SL (-0,36 %) (initial purchase)
- Charles River Labs $CRL (-4,71 %) (subsequent purchase)
- Simply Better Brands $SBBC (-0,77 %) (initial purchase)
Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed
