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 (-0,75%)
Medpace $MEDP (+0%)
Apple $AAPL (+1,39%)
Domino's Pizza $DPZ (+1,71%)
McDonald's $MCD (+0,51%)
Purchases
- Norbit $NORBT (+1,98%) (subsequent purchase)
- Frosta $NLM (+0,98%) (initial purchase)
- RCS Mediagroup $RCS (-2,06%) (initial purchase)
- Uber Technologies $UBER (+0,91%) (initial purchase)
- Sanlorenzo $SL (-0,89%) (initial purchase)
- Charles River Labs $CRL (+1,61%) (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
