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 (+1.37%)
• 
  Medpace $MEDP (-1.79%)
• 
  Apple $AAPL (+0.38%)
• 
  Domino's Pizza $DPZ (+0.95%)
• 
  McDonald's $MCD (-0.41%)

Purchases

• Norbit $NORBT (+2.47%) (subsequent purchase)
• Frosta $NLM (+0.23%) (initial purchase)
• RCS Mediagroup $RCS (+0.65%) (initial purchase)
• Uber Technologies $UBER (+0.68%) (initial purchase)
• Sanlorenzo $SL (-0.34%) (initial purchase)
• Charles River Labs $CRL (-1.93%) (subsequent purchase)
• Simply Better Brands $SBBC (-0.32%) (initial purchase)

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