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Portfolio Update August 2025

A Peep In A Quality Investor's Portfolio

Yorrin van der Graaf's avatar
Yorrin van der Graaf
Aug 31, 2025
∙ Paid

To all the Fluenteers and the Fluent Few, welcome back!

Time flies.

It feels like yesterday when I made the January portfolio update. But we’re already in the 8th month, heading into the 9th. We’re heading towards the end of the year, and the market seems to be cooling down a bit, and this is visible.

Nevertheless, there were some exciting moves in our portfolio, and we have to discuss these.

Today, like in all the other portfolio updates, we’re going over our positions and sharing some thoughts on them.

As always, I’m pleased to have you here with me.

With that said…

Happy compounding! 😀

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