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 (-3,45%)
• 
  Medpace $MEDP (+1,27%)
• 
  Apple $AAPL (-0,61%)
• 
  Domino's Pizza $DPZ (-0,19%)
• 
  McDonald's $MCD (+0,15%)

Purchases

• Norbit $NORBT (+2,08%) (subsequent purchase)
• Frosta $NLM (-1,54%) (initial purchase)
• RCS Mediagroup $RCS (+0,56%) (initial purchase)
• Uber Technologies $UBER (-0,22%) (initial purchase)
• Sanlorenzo $SL (-1,06%) (initial purchase)
• Charles River Labs $CRL (+0,43%) (subsequent purchase)
• Simply Better Brands $SBBC (-0,5%) (initial purchase)

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