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 (-2.17%)
• 
  Medpace $MEDP (-0.02%)
• 
  Apple $AAPL (-0.72%)
• 
  Domino's Pizza $DPZ (-0.66%)
• 
  McDonald's $MCD (-0.37%)

Purchases

• Norbit $NORBT (+0.87%) (subsequent purchase)
• Frosta $NLM (+0.77%) (initial purchase)
• RCS Mediagroup $RCS (-0.52%) (initial purchase)
• Uber Technologies $UBER (-1.09%) (initial purchase)
• Sanlorenzo $SL (-1.98%) (initial purchase)
• Charles River Labs $CRL (-0.69%) (subsequent purchase)
• Simply Better Brands $SBBC (+3.41%) (initial purchase)

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