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 (+1,58%)
• 
  Medpace $MEDP (+0,34%)
• 
  Apple $AAPL (+0,28%)
• 
  Domino's Pizza $DPZ (+0,06%)
• 
  McDonald's $MCD (+0,23%)

Purchases

• Norbit $NORBT (-1,87%) (subsequent purchase)
• Frosta $NLM (+0,71%) (initial purchase)
• RCS Mediagroup $RCS (+1,4%) (initial purchase)
• Uber Technologies $UBER (-0,25%) (initial purchase)
• Sanlorenzo $SL (-0,7%) (initial purchase)
• Charles River Labs $CRL (-0,96%) (subsequent purchase)
• Simply Better Brands $SBBC (-2,1%) (initial purchase)

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