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 (-0.31%)
• 
  Medpace $MEDP (-4.89%)
• 
  Apple $AAPL (-4.39%)
• 
  Domino's Pizza $DPZ (-1.81%)
• 
  McDonald's $MCD (-0.67%)

Purchases

• Norbit $NORBT (+0.17%) (subsequent purchase)
• Frosta $NLM (+0.51%) (initial purchase)
• RCS Mediagroup $RCS (+3.22%) (initial purchase)
• Uber Technologies $UBER (-2.12%) (initial purchase)
• Sanlorenzo $SL (-1.68%) (initial purchase)
• Charles River Labs $CRL (-8.26%) (subsequent purchase)
• Simply Better Brands $SBBC (+3.43%) (initial purchase)

Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed