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 (-4.27%)
• 
  Medpace $MEDP (-1.06%)
• 
  Apple $AAPL (-4.9%)
• 
  Domino's Pizza $DPZ (-0.65%)
• 
  McDonald's $MCD (+2.74%)

Purchases

• Norbit $NORBT (-3.4%) (subsequent purchase)
• Frosta $NLM (-9.35%) (initial purchase)
• RCS Mediagroup $RCS (+0.73%) (initial purchase)
• Uber Technologies $UBER (+0.16%) (initial purchase)
• Sanlorenzo $SL (+3.8%) (initial purchase)
• Charles River Labs $CRL (-4%) (subsequent purchase)
• Simply Better Brands $SBBC (+0%) (initial purchase)

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