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%)
Medpace $MEDP (+0,43%)
Apple $AAPL (+1,41%)
Domino's Pizza $DPZ (+1,12%)
McDonald's $MCD (-0,09%)
Purchases
- Norbit $NORBT (+3,15%) (subsequent purchase)
- Frosta $NLM (+0,44%) (initial purchase)
- RCS Mediagroup $RCS (+0,76%) (initial purchase)
- Uber Technologies $UBER (+1,48%) (initial purchase)
- Sanlorenzo $SL (-0,42%) (initial purchase)
- Charles River Labs $CRL (+0,51%) (subsequent purchase)
- Simply Better Brands $SBBC (+1,82%) (initial purchase)
Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed