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 (-2,13 %)
• 
  Medpace $MEDP (+2,63 %)
• 
  Apple $AAPL (+1,78 %)
• 
  Domino's Pizza $DPZ (+1,21 %)
• 
  McDonald's $MCD (+1,15 %)

Purchases

• Norbit $NORBT (-5,13 %) (subsequent purchase)
• Frosta $NLM (-0,48 %) (initial purchase)
• RCS Mediagroup $RCS (-0,27 %) (initial purchase)
• Uber Technologies $UBER (+0,57 %) (initial purchase)
• Sanlorenzo $SL (-0,51 %) (initial purchase)
• Charles River Labs $CRL (-1,49 %) (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