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 (+3,13%)
Medpace $MEDP (+3,19%)
Apple $AAPL (-6,47%)
Domino's Pizza $DPZ (-0,79%)
McDonald's $MCD (-2,38%)
Purchases
- Norbit $NORBT (-2,34%) (subsequent purchase)
- Frosta $NLM (-1,12%) (initial purchase)
- RCS Mediagroup $RCS (-1,16%) (initial purchase)
- Uber Technologies $UBER (-1,89%) (initial purchase)
- Sanlorenzo $SL (-0,05%) (initial purchase)
- Charles River Labs $CRL (+3,23%) (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
