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 (-0,1%)
Medpace $MEDP (+1,78%)
Apple $AAPL (+0,48%)
Domino's Pizza $DPZ (+4,47%)
McDonald's $MCD (+2,32%)
Purchases
- Norbit $NORBT (-2,03%) (subsequent purchase)
- Frosta $NLM (-0,48%) (initial purchase)
- RCS Mediagroup $RCS (-1,48%) (initial purchase)
- Uber Technologies $UBER (+1,52%) (initial purchase)
- Sanlorenzo $SL (-1,83%) (initial purchase)
- Charles River Labs $CRL (-1,15%) (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
