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 (+0.88%)
• 
  Medpace $MEDP (-0.07%)
• 
  Apple $AAPL (-0.22%)
• 
  Domino's Pizza $DPZ (+0%)
• 
  McDonald's $MCD (+0.02%)

Purchases

• Norbit $NORBT (+0.7%) (subsequent purchase)
• Frosta $NLM (-0.4%) (initial purchase)
• RCS Mediagroup $RCS (+0.05%) (initial purchase)
• Uber Technologies $UBER (-0.18%) (initial purchase)
• Sanlorenzo $SL (+0.69%) (initial purchase)
• Charles River Labs $CRL (-0.17%) (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