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 (+5,7%)
• 
  Medpace $MEDP (+0%)
• 
  Apple $AAPL (+0,51%)
• 
  Domino's Pizza $DPZ (-0,16%)
• 
  McDonald's $MCD (+0,31%)

Purchases

• Norbit $NORBT (-0,5%) (subsequent purchase)
• Frosta $NLM (+1,44%) (initial purchase)
• RCS Mediagroup $RCS (+2,06%) (initial purchase)
• Uber Technologies $UBER (+1,21%) (initial purchase)
• Sanlorenzo $SL (+2,54%) (initial purchase)
• Charles River Labs $CRL (+0,56%) (subsequent purchase)
• Simply Better Brands $SBBC (+0,09%) (initial purchase)

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