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 (-1,47%)
• 
  Medpace $MEDP (-2,52%)
• 
  Apple $AAPL (+0,13%)
• 
  Domino's Pizza $DPZ (-0,68%)
• 
  McDonald's $MCD (-1,25%)

Purchases

• Norbit $NORBT (+0,91%) (subsequent purchase)
• Frosta $NLM (+0,11%) (initial purchase)
• RCS Mediagroup $RCS (-0,2%) (initial purchase)
• Uber Technologies $UBER (-0,33%) (initial purchase)
• Sanlorenzo $SL (+2,28%) (initial purchase)
• Charles River Labs $CRL (-1,61%) (subsequent purchase)
• Simply Better Brands $SBBC (-1,15%) (initial purchase)

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