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 (-2,92%)
• 
  Medpace $MEDP (-3,88%)
• 
  Apple $AAPL (-4,63%)
• 
  Domino's Pizza $DPZ (+0,06%)
• 
  McDonald's $MCD (+0,18%)

Purchases

• Norbit $NORBT (+0,71%) (subsequent purchase)
• Frosta $NLM (+0,96%) (initial purchase)
• RCS Mediagroup $RCS (-0,72%) (initial purchase)
• Uber Technologies $UBER (-3,78%) (initial purchase)
• Sanlorenzo $SL (+0,8%) (initial purchase)
• Charles River Labs $CRL (-3,44%) (subsequent purchase)
• Simply Better Brands $SBBC (-4,94%) (initial purchase)

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