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 (+1.58%)
• 
  Medpace $MEDP (+0.34%)
• 
  Apple $AAPL (+0.28%)
• 
  Domino's Pizza $DPZ (+0.06%)
• 
  McDonald's $MCD (+0.23%)

Purchases

• Norbit $NORBT (-1.87%) (subsequent purchase)
• Frosta $NLM (+0.71%) (initial purchase)
• RCS Mediagroup $RCS (+1.4%) (initial purchase)
• Uber Technologies $UBER (-0.25%) (initial purchase)
• Sanlorenzo $SL (-0.7%) (initial purchase)
• Charles River Labs $CRL (-0.96%) (subsequent purchase)
• Simply Better Brands $SBBC (-2.1%) (initial purchase)

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