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 (-4,22%)
• 
  Medpace $MEDP (+2,91%)
• 
  Apple $AAPL (-2,33%)
• 
  Domino's Pizza $DPZ (-1,36%)
• 
  McDonald's $MCD (-1,32%)

Purchases

• Norbit $NORBT (+5,8%) (subsequent purchase)
• Frosta $NLM (+7,87%) (initial purchase)
• RCS Mediagroup $RCS (-0,31%) (initial purchase)
• Uber Technologies $UBER (-1,86%) (initial purchase)
• Sanlorenzo $SL (-0,15%) (initial purchase)
• Charles River Labs $CRL (+1,66%) (subsequent purchase)
• Simply Better Brands $SBBC (+0%) (initial purchase)

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