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 (-0,5%)
• 
  Medpace $MEDP (-0,41%)
• 
  Apple $AAPL (+0,23%)
• 
  Domino's Pizza $DPZ (+0%)
• 
  McDonald's $MCD (+0,6%)

Purchases

• Norbit $NORBT (-0,63%) (subsequent purchase)
• Frosta $NLM (-0,2%) (initial purchase)
• RCS Mediagroup $RCS (-0,86%) (initial purchase)
• Uber Technologies $UBER (+0,08%) (initial purchase)
• Sanlorenzo $SL (+1,64%) (initial purchase)
• Charles River Labs $CRL (+0,02%) (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