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 (-3.74%)
• 
  Medpace $MEDP (+0.67%)
• 
  Apple $AAPL (+0.13%)
• 
  Domino's Pizza $DPZ (+0.57%)
• 
  McDonald's $MCD (-0.05%)

Purchases

• Norbit $NORBT (+0.58%) (subsequent purchase)
• Frosta $NLM (+0.53%) (initial purchase)
• RCS Mediagroup $RCS (+0.85%) (initial purchase)
• Uber Technologies $UBER (+0.63%) (initial purchase)
• Sanlorenzo $SL (+0.16%) (initial purchase)
• Charles River Labs $CRL (+0.55%) (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