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 (+2,26%)
• 
  Medpace $MEDP (+0,31%)
• 
  Apple $AAPL (+0,18%)
• 
  Domino's Pizza $DPZ (-0,5%)
• 
  McDonald's $MCD (+0,08%)

Purchases

• Norbit $NORBT (-0,74%) (subsequent purchase)
• Frosta $NLM (-0,22%) (initial purchase)
• RCS Mediagroup $RCS (+1,87%) (initial purchase)
• Uber Technologies $UBER (-1,8%) (initial purchase)
• Sanlorenzo $SL (-0,08%) (initial purchase)
• Charles River Labs $CRL (+3,06%) (subsequent purchase)
• Simply Better Brands $SBBC (+0,26%) (initial purchase)

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