Update 01/25

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 (-1.4%)
• 
  Medpace $MEDP (+1.41%)
• 
  Apple $AAPL (+4.37%)
• 
  Domino's Pizza $DPZ (-0.46%)
• 
  McDonald's $MCD (-0.44%)

Purchases

• Norbit $NORBT (-2.66%) (subsequent purchase)
• Frosta $NLM (+0.5%) (initial purchase)
• RCS Mediagroup $RCS (-0.45%) (initial purchase)
• Uber Technologies $UBER (-2.62%) (initial purchase)
• Sanlorenzo $SL (-1.39%) (initial purchase)
• Charles River Labs $CRL (-0.51%) (subsequent purchase)
• Simply Better Brands $SBBC (-3.91%) (initial purchase)

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