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 (-0,13 %)
• 
  Medpace $MEDP (-0,9 %)
• 
  Apple $AAPL (-1,19 %)
• 
  Domino's Pizza $DPZ (-0,12 %)
• 
  McDonald's $MCD (-0,61 %)

Purchases

• Norbit $NORBT (-0,6 %) (subsequent purchase)
• Frosta $NLM (+0,73 %) (initial purchase)
• RCS Mediagroup $RCS (+0,15 %) (initial purchase)
• Uber Technologies $UBER (+1,11 %) (initial purchase)
• Sanlorenzo $SL (-0,58 %) (initial purchase)
• Charles River Labs $CRL (+0,07 %) (subsequent purchase)
• Simply Better Brands $SBBC (-0,87 %) (initial purchase)

Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed