Update 01/25

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 (+4,2 %)
• 
  Medpace $MEDP (+3,59 %)
• 
  Apple $AAPL (+1,1 %)
• 
  Domino's Pizza $DPZ (-0,4 %)
• 
  McDonald's $MCD (-1,87 %)

Purchases

• Norbit $NORBT (+5,39 %) (subsequent purchase)
• Frosta $NLM (+2,5 %) (initial purchase)
• RCS Mediagroup $RCS (+1,16 %) (initial purchase)
• Uber Technologies $UBER (+5,18 %) (initial purchase)
• Sanlorenzo $SL (+2,06 %) (initial purchase)
• Charles River Labs $CRL (+4,51 %) (subsequent purchase)
• Simply Better Brands $SBBC (+7,16 %) (initial purchase)

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