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 (-2,92 %)
• 
  Medpace $MEDP (-3,88 %)
• 
  Apple $AAPL (-4,63 %)
• 
  Domino's Pizza $DPZ (+0,06 %)
• 
  McDonald's $MCD (+0,18 %)

Purchases

• Norbit $NORBT (+0,71 %) (subsequent purchase)
• Frosta $NLM (+0,96 %) (initial purchase)
• RCS Mediagroup $RCS (-0,72 %) (initial purchase)
• Uber Technologies $UBER (-3,78 %) (initial purchase)
• Sanlorenzo $SL (+0,8 %) (initial purchase)
• Charles River Labs $CRL (-3,44 %) (subsequent purchase)
• Simply Better Brands $SBBC (-4,94 %) (initial purchase)

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