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 (+3,04 %)
• 
  Medpace $MEDP (-7 %)
• 
  Apple $AAPL (-6,8 %)
• 
  Domino's Pizza $DPZ (-4,39 %)
• 
  McDonald's $MCD (-4,77 %)

Purchases

• Norbit $NORBT (-10,91 %) (subsequent purchase)
• Frosta $NLM (+3,59 %) (initial purchase)
• RCS Mediagroup $RCS (-4,96 %) (initial purchase)
• Uber Technologies $UBER (-6,53 %) (initial purchase)
• Sanlorenzo $SL (-3,92 %) (initial purchase)
• Charles River Labs $CRL (-1,94 %) (subsequent purchase)
• Simply Better Brands $SBBC (-5,58 %) (initial purchase)

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