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 (+0,34%)
• 
  Medpace $MEDP (+1,71%)
• 
  Apple $AAPL (-0,45%)
• 
  Domino's Pizza $DPZ (+0,76%)
• 
  McDonald's $MCD (-1,16%)

Purchases

• Norbit $NORBT (-3,89%) (subsequent purchase)
• Frosta $NLM (+0,22%) (initial purchase)
• RCS Mediagroup $RCS (+0,15%) (initial purchase)
• Uber Technologies $UBER (+1,61%) (initial purchase)
• Sanlorenzo $SL (+0,16%) (initial purchase)
• Charles River Labs $CRL (-1,26%) (subsequent purchase)
• Simply Better Brands $SBBC (-0,25%) (initial purchase)

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