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 (-5,46%)
• 
  Medpace $MEDP (+0,13%)
• 
  Apple $AAPL (-2,89%)
• 
  Domino's Pizza $DPZ (-1,31%)
• 
  McDonald's $MCD (-0,06%)

Purchases

• Norbit $NORBT (+2,06%) (subsequent purchase)
• Frosta $NLM (-0,24%) (initial purchase)
• RCS Mediagroup $RCS (+0,54%) (initial purchase)
• Uber Technologies $UBER (+0,59%) (initial purchase)
• Sanlorenzo $SL (-2,39%) (initial purchase)
• Charles River Labs $CRL (-0,91%) (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