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 (+1,25%)
Medpace $MEDP (-0,94%)
Apple $AAPL (+0,26%)
Domino's Pizza $DPZ (-1,75%)
McDonald's $MCD (+0,5%)
Purchases
- Norbit $NORBT (+2,43%) (subsequent purchase)
- Frosta $NLM (-0,31%) (initial purchase)
- RCS Mediagroup $RCS (+1,61%) (initial purchase)
- Uber Technologies $UBER (-2,45%) (initial purchase)
- Sanlorenzo $SL (+1,06%) (initial purchase)
- Charles River Labs $CRL (+2,1%) (subsequent purchase)
- Simply Better Brands $SBBC (-4,59%) (initial purchase)
Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed
