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 (-1,31%)
Medpace $MEDP (+0,09%)
Apple $AAPL (+0,87%)
Domino's Pizza $DPZ (+0,63%)
McDonald's $MCD (-0,15%)
Purchases
- Norbit $NORBT (-2,01%) (subsequent purchase)
- Frosta $NLM (+0,35%) (initial purchase)
- RCS Mediagroup $RCS (+1,47%) (initial purchase)
- Uber Technologies $UBER (+1,43%) (initial purchase)
- Sanlorenzo $SL (-0,76%) (initial purchase)
- Charles River Labs $CRL (-0,14%) (subsequent purchase)
- Simply Better Brands $SBBC (-1,74%) (initial purchase)
Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed
