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 (-2,1%)
• 
  Medpace $MEDP (+2,23%)
• 
  Apple $AAPL (+1,33%)
• 
  Domino's Pizza $DPZ (+1,36%)
• 
  McDonald's $MCD (+1,88%)

Purchases

• Norbit $NORBT (+0,38%) (subsequent purchase)
• Frosta $NLM (-0,55%) (initial purchase)
• RCS Mediagroup $RCS (-1,16%) (initial purchase)
• Uber Technologies $UBER (-1,24%) (initial purchase)
• Sanlorenzo $SL (-0,58%) (initial purchase)
• Charles River Labs $CRL (+1,94%) (subsequent purchase)
• Simply Better Brands $SBBC (-1,49%) (initial purchase)

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