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 (-0.53%)
• 
  Medpace $MEDP (+2.33%)
• 
  Apple $AAPL (-1.61%)
• 
  Domino's Pizza $DPZ (+2.9%)
• 
  McDonald's $MCD (+1.65%)

Purchases

• Norbit $NORBT (-1.37%) (subsequent purchase)
• Frosta $NLM (+1.57%) (initial purchase)
• RCS Mediagroup $RCS (-1.5%) (initial purchase)
• Uber Technologies $UBER (+1.43%) (initial purchase)
• Sanlorenzo $SL (-1.01%) (initial purchase)
• Charles River Labs $CRL (+2.75%) (subsequent purchase)
• Simply Better Brands $SBBC (initial purchase)

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