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 (-6,84 %)
• 
  Medpace $MEDP (-7,55 %)
• 
  Apple $AAPL (-7,73 %)
• 
  Domino's Pizza $DPZ (-4,56 %)
• 
  McDonald's $MCD (-2,51 %)

Purchases

• Norbit $NORBT (-0,77 %) (subsequent purchase)
• Frosta $NLM (-0,88 %) (initial purchase)
• RCS Mediagroup $RCS (+1,72 %) (initial purchase)
• Uber Technologies $UBER (-5,99 %) (initial purchase)
• Sanlorenzo $SL (-2,99 %) (initial purchase)
• Charles River Labs $CRL (-10,76 %) (subsequent purchase)
• Simply Better Brands $SBBC (+4,33 %) (initial purchase)

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