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 (-0.17%)
• 
  Medpace $MEDP (+0.07%)
• 
  Apple $AAPL (-0.22%)
• 
  Domino's Pizza $DPZ (+0.06%)
• 
  McDonald's $MCD (-0.29%)

Purchases

• Norbit $NORBT (+0.32%) (subsequent purchase)
• Frosta $NLM (+0.23%) (initial purchase)
• RCS Mediagroup $RCS (+0.84%) (initial purchase)
• Uber Technologies $UBER (+1.1%) (initial purchase)
• Sanlorenzo $SL (+3.37%) (initial purchase)
• Charles River Labs $CRL (+0.28%) (subsequent purchase)
• Simply Better Brands $SBBC (+2.33%) (initial purchase)

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