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 (+1,37%)
Medpace $MEDP (-1,79%)
Apple $AAPL (+0,38%)
Domino's Pizza $DPZ (+0,95%)
McDonald's $MCD (-0,41%)
Purchases
- Norbit $NORBT (+2,47%) (subsequent purchase)
- Frosta $NLM (+0,23%) (initial purchase)
- RCS Mediagroup $RCS (+0,65%) (initial purchase)
- Uber Technologies $UBER (+0,68%) (initial purchase)
- Sanlorenzo $SL (-0,34%) (initial purchase)
- Charles River Labs $CRL (-1,93%) (subsequent purchase)
- Simply Better Brands $SBBC (-0,32%) (initial purchase)
Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed
