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 (+0,59%)
Medpace $MEDP (-1,64%)
Apple $AAPL (-1%)
Domino's Pizza $DPZ (+1,14%)
McDonald's $MCD (+1,82%)
Purchases
- Norbit $NORBT (+1,01%) (subsequent purchase)
- Frosta $NLM (-1,49%) (initial purchase)
- RCS Mediagroup $RCS (+0,26%) (initial purchase)
- Uber Technologies $UBER (+4,1%) (initial purchase)
- Sanlorenzo $SL (-0,75%) (initial purchase)
- Charles River Labs $CRL (+5,25%) (subsequent purchase)
- Simply Better Brands $SBBC (-0,26%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed
