Update 01/25

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 (-1.47%)
• 
  Medpace $MEDP (-2.52%)
• 
  Apple $AAPL (+0.13%)
• 
  Domino's Pizza $DPZ (-0.68%)
• 
  McDonald's $MCD (-1.25%)

Purchases

• Norbit $NORBT (+0.91%) (subsequent purchase)
• Frosta $NLM (+0.11%) (initial purchase)
• RCS Mediagroup $RCS (-0.2%) (initial purchase)
• Uber Technologies $UBER (-0.33%) (initial purchase)
• Sanlorenzo $SL (+2.28%) (initial purchase)
• Charles River Labs $CRL (-1.61%) (subsequent purchase)
• Simply Better Brands $SBBC (-1.15%) (initial purchase)

Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed