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 (-1,19%)
• 
  Medpace $MEDP (-3,61%)
• 
  Apple $AAPL (-0,82%)
• 
  Domino's Pizza $DPZ (+0,9%)
• 
  McDonald's $MCD (+0,67%)

Purchases

• Norbit $NORBT (-0,44%) (subsequent purchase)
• Frosta $NLM (+0,21%) (initial purchase)
• RCS Mediagroup $RCS (-0,45%) (initial purchase)
• Uber Technologies $UBER (-1,3%) (initial purchase)
• Sanlorenzo $SL (+1,91%) (initial purchase)
• Charles River Labs $CRL (-2,61%) (subsequent purchase)
• Simply Better Brands $SBBC (-0,75%) (initial purchase)

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