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 (-4.22%)
Medpace $MEDP (+2.91%)
Apple $AAPL (-2.33%)
Domino's Pizza $DPZ (-1.36%)
McDonald's $MCD (-1.32%)
Purchases
- Norbit $NORBT (+5.8%) (subsequent purchase)
- Frosta $NLM (+7.87%) (initial purchase)
- RCS Mediagroup $RCS (-0.31%) (initial purchase)
- Uber Technologies $UBER (-1.86%) (initial purchase)
- Sanlorenzo $SL (-0.15%) (initial purchase)
- Charles River Labs $CRL (+1.66%) (subsequent purchase)
- Simply Better Brands $SBBC (+0%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed
