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 (+1,25%)
• 
  Medpace $MEDP (-0,94%)
• 
  Apple $AAPL (+0,26%)
• 
  Domino's Pizza $DPZ (-1,75%)
• 
  McDonald's $MCD (+0,5%)

Purchases

• Norbit $NORBT (+2,43%) (subsequent purchase)
• Frosta $NLM (-0,31%) (initial purchase)
• RCS Mediagroup $RCS (+1,61%) (initial purchase)
• Uber Technologies $UBER (-2,45%) (initial purchase)
• Sanlorenzo $SL (+1,06%) (initial purchase)
• Charles River Labs $CRL (+2,1%) (subsequent purchase)
• Simply Better Brands $SBBC (-4,59%) (initial purchase)

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