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 (+0.58%)
• 
  Medpace $MEDP (+0.19%)
• 
  Apple $AAPL (-0.21%)
• 
  Domino's Pizza $DPZ (+1.02%)
• 
  McDonald's $MCD (+1.05%)

Purchases

• Norbit $NORBT (+0.19%) (subsequent purchase)
• Frosta $NLM (-0.59%) (initial purchase)
• RCS Mediagroup $RCS (-1.03%) (initial purchase)
• Uber Technologies $UBER (+1.56%) (initial purchase)
• Sanlorenzo $SL (+0.94%) (initial purchase)
• Charles River Labs $CRL (+1.69%) (subsequent purchase)
• Simply Better Brands $SBBC (-2.9%) (initial purchase)

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