Update 01/25

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 (-0,5%)
• 
  Medpace $MEDP (+0,94%)
• 
  Apple $AAPL (+1,23%)
• 
  Domino's Pizza $DPZ (-1,28%)
• 
  McDonald's $MCD (-0,64%)

Purchases

• Norbit $NORBT (+1,23%) (subsequent purchase)
• Frosta $NLM (+0,42%) (initial purchase)
• RCS Mediagroup $RCS (+0,73%) (initial purchase)
• Uber Technologies $UBER (-0,38%) (initial purchase)
• Sanlorenzo $SL (+0,8%) (initial purchase)
• Charles River Labs $CRL (+3,56%) (subsequent purchase)
• Simply Better Brands $SBBC (-0,3%) (initial purchase)

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