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 (-1,4%)
• 
  Medpace $MEDP (+1,41%)
• 
  Apple $AAPL (+4,37%)
• 
  Domino's Pizza $DPZ (-0,46%)
• 
  McDonald's $MCD (-0,44%)

Purchases

• Norbit $NORBT (-2,66%) (subsequent purchase)
• Frosta $NLM (+0,5%) (initial purchase)
• RCS Mediagroup $RCS (-0,45%) (initial purchase)
• Uber Technologies $UBER (-2,62%) (initial purchase)
• Sanlorenzo $SL (-1,39%) (initial purchase)
• Charles River Labs $CRL (-0,51%) (subsequent purchase)
• Simply Better Brands $SBBC (-3,91%) (initial purchase)

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