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 (+3.04%)
• 
  Medpace $MEDP (-7%)
• 
  Apple $AAPL (-6.8%)
• 
  Domino's Pizza $DPZ (-4.39%)
• 
  McDonald's $MCD (-4.77%)

Purchases

• Norbit $NORBT (-10.91%) (subsequent purchase)
• Frosta $NLM (+3.59%) (initial purchase)
• RCS Mediagroup $RCS (-4.96%) (initial purchase)
• Uber Technologies $UBER (-6.53%) (initial purchase)
• Sanlorenzo $SL (-3.92%) (initial purchase)
• Charles River Labs $CRL (-1.94%) (subsequent purchase)
• Simply Better Brands $SBBC (-5.58%) (initial purchase)

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