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 (-1,61 %)
• 
  Medpace $MEDP (-4,17 %)
• 
  Apple $AAPL (+0,38 %)
• 
  Domino's Pizza $DPZ (-3,62 %)
• 
  McDonald's $MCD (-1,78 %)

Purchases

• Norbit $NORBT (+0,65 %) (subsequent purchase)
• Frosta $NLM (-0,6 %) (initial purchase)
• RCS Mediagroup $RCS (-0,31 %) (initial purchase)
• Uber Technologies $UBER (-1,56 %) (initial purchase)
• Sanlorenzo $SL (-1,17 %) (initial purchase)
• Charles River Labs $CRL (-3,42 %) (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