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 (+0.59%)
• 
  Medpace $MEDP (+1.04%)
• 
  Apple $AAPL (-0.25%)
• 
  Domino's Pizza $DPZ (-1.54%)
• 
  McDonald's $MCD (-1.07%)

Purchases

• Norbit $NORBT (-0.41%) (subsequent purchase)
• Frosta $NLM (+1.78%) (initial purchase)
• RCS Mediagroup $RCS (+1.15%) (initial purchase)
• Uber Technologies $UBER (+1.44%) (initial purchase)
• Sanlorenzo $SL (-3.67%) (initial purchase)
• Charles River Labs $CRL (+3.02%) (subsequent purchase)
• Simply Better Brands $SBBC (+2.72%) (initial purchase)

Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed