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 (+0,84%)
• 
  Medpace $MEDP (+1,72%)
• 
  Apple $AAPL (+0,99%)
• 
  Domino's Pizza $DPZ (-1,32%)
• 
  McDonald's $MCD (+2,76%)

Purchases

• Norbit $NORBT (+1,71%) (subsequent purchase)
• Frosta $NLM (-2,24%) (initial purchase)
• RCS Mediagroup $RCS (+1,62%) (initial purchase)
• Uber Technologies $UBER (+0,4%) (initial purchase)
• Sanlorenzo $SL (-1,28%) (initial purchase)
• Charles River Labs $CRL (+3,35%) (subsequent purchase)
• Simply Better Brands $SBBC (-1,15%) (initial purchase)

Looks like a lot of back and forth for now, but my portfolio conversion is progressing and will soon be completed