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 (-0,14 %)
• 
  Medpace $MEDP (-0,2 %)
• 
  Apple $AAPL (-0,01 %)
• 
  Domino's Pizza $DPZ (-0,38 %)
• 
  McDonald's $MCD (-0,45 %)

Purchases

• Norbit $NORBT (-6,37 %) (subsequent purchase)
• Frosta $NLM (-0,1 %) (initial purchase)
• RCS Mediagroup $RCS (+0,79 %) (initial purchase)
• Uber Technologies $UBER (+0,69 %) (initial purchase)
• Sanlorenzo $SL (+0,64 %) (initial purchase)
• Charles River Labs $CRL (+0,05 %) (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