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 (+0,87%)
Medpace $MEDP (+1,11%)
Apple $AAPL (-0,02%)
Domino's Pizza $DPZ (-2,76%)
McDonald's $MCD (+1,66%)
Purchases
- Norbit $NORBT (-3,68%) (subsequent purchase)
- Frosta $NLM (+2,16%) (initial purchase)
- RCS Mediagroup $RCS (-0,8%) (initial purchase)
- Uber Technologies $UBER (-2,01%) (initial purchase)
- Sanlorenzo $SL (+1,78%) (initial purchase)
- Charles River Labs $CRL (-1,16%) (subsequent purchase)
- Simply Better Brands $SBBC (-1,2%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed
