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 (+0.34%)
• 
  Medpace $MEDP (+1.71%)
• 
  Apple $AAPL (-0.45%)
• 
  Domino's Pizza $DPZ (+0.76%)
• 
  McDonald's $MCD (-1.16%)

Purchases

• Norbit $NORBT (-3.89%) (subsequent purchase)
• Frosta $NLM (+0.22%) (initial purchase)
• RCS Mediagroup $RCS (+0.15%) (initial purchase)
• Uber Technologies $UBER (+1.61%) (initial purchase)
• Sanlorenzo $SL (+0.16%) (initial purchase)
• Charles River Labs $CRL (-1.26%) (subsequent purchase)
• Simply Better Brands $SBBC (-0.25%) (initial purchase)

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