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 (-1,7%)
Medpace $MEDP (+3,91%)
Apple $AAPL (+0,52%)
Domino's Pizza $DPZ (+4,55%)
McDonald's $MCD (+0,76%)
Purchases
- Norbit $NORBT (-0,49%) (subsequent purchase)
- Frosta $NLM (+2,75%) (initial purchase)
- RCS Mediagroup $RCS (+0,61%) (initial purchase)
- Uber Technologies $UBER (+0,08%) (initial purchase)
- Sanlorenzo $SL (-0,17%) (initial purchase)
- Charles River Labs $CRL (+2%) (subsequent purchase)
- Simply Better Brands $SBBC (-2,24%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed