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 (+0.64%)
• 
  Medpace $MEDP (-1.11%)
• 
  Apple $AAPL (+6.66%)
• 
  Domino's Pizza $DPZ (+5.91%)
• 
  McDonald's $MCD (+5.47%)

Purchases

• Norbit $NORBT (+1.15%) (subsequent purchase)
• Frosta $NLM (+1.19%) (initial purchase)
• RCS Mediagroup $RCS (+2.09%) (initial purchase)
• Uber Technologies $UBER (+6.76%) (initial purchase)
• Sanlorenzo $SL (+1.95%) (initial purchase)
• Charles River Labs $CRL (-6.39%) (subsequent purchase)
• Simply Better Brands $SBBC (initial purchase)

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