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 (+5,24%)
• 
  Medpace $MEDP (-0,78%)
• 
  Apple $AAPL (+0,68%)
• 
  Domino's Pizza $DPZ (+1,65%)
• 
  McDonald's $MCD (+0,89%)

Purchases

• Norbit $NORBT (+1,07%) (subsequent purchase)
• Frosta $NLM (-0,21%) (initial purchase)
• RCS Mediagroup $RCS (-0,36%) (initial purchase)
• Uber Technologies $UBER (-0,98%) (initial purchase)
• Sanlorenzo $SL (-1,3%) (initial purchase)
• Charles River Labs $CRL (+0,31%) (subsequent purchase)
• Simply Better Brands $SBBC (+0,25%) (initial purchase)

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