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 (+4,36 %)
• 
  Medpace $MEDP (+1,18 %)
• 
  Apple $AAPL (+0,51 %)
• 
  Domino's Pizza $DPZ (+2,26 %)
• 
  McDonald's $MCD (-0,17 %)

Purchases

• Norbit $NORBT (-1,14 %) (subsequent purchase)
• Frosta $NLM (+0,48 %) (initial purchase)
• RCS Mediagroup $RCS (-1,12 %) (initial purchase)
• Uber Technologies $UBER (-0,51 %) (initial purchase)
• Sanlorenzo $SL (-1,46 %) (initial purchase)
• Charles River Labs $CRL (+0,55 %) (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