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 (+1.25%)
• 
  Medpace $MEDP (-0.94%)
• 
  Apple $AAPL (+0.26%)
• 
  Domino's Pizza $DPZ (-1.75%)
• 
  McDonald's $MCD (+0.5%)

Purchases

• Norbit $NORBT (+2.43%) (subsequent purchase)
• Frosta $NLM (-0.31%) (initial purchase)
• RCS Mediagroup $RCS (+1.61%) (initial purchase)
• Uber Technologies $UBER (-2.45%) (initial purchase)
• Sanlorenzo $SL (+1.06%) (initial purchase)
• Charles River Labs $CRL (+2.1%) (subsequent purchase)
• Simply Better Brands $SBBC (-4.59%) (initial purchase)

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