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 (+1.15%)
• 
  Medpace $MEDP (+1.13%)
• 
  Apple $AAPL (+1.07%)
• 
  Domino's Pizza $DPZ (+1.98%)
• 
  McDonald's $MCD (+2.47%)

Purchases

• Norbit $NORBT (-2.66%) (subsequent purchase)
• Frosta $NLM (+1.61%) (initial purchase)
• RCS Mediagroup $RCS (-1.76%) (initial purchase)
• Uber Technologies $UBER (+1.74%) (initial purchase)
• Sanlorenzo $SL (-2.23%) (initial purchase)
• Charles River Labs $CRL (-1.61%) (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