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 (+0.78%)
• 
  Medpace $MEDP (-0.06%)
• 
  Apple $AAPL (+2.69%)
• 
  Domino's Pizza $DPZ (-1.73%)
• 
  McDonald's $MCD (-2.91%)

Purchases

• Norbit $NORBT (-1.95%) (subsequent purchase)
• Frosta $NLM (-2.13%) (initial purchase)
• RCS Mediagroup $RCS (-0.62%) (initial purchase)
• Uber Technologies $UBER (-0.41%) (initial purchase)
• Sanlorenzo $SL (-1.14%) (initial purchase)
• Charles River Labs $CRL (+3.57%) (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