Fluenteers, welcome back! And a special salute to the Fluent Few — our inner circle of long-term compounders and partners. 👋🏻
I owe you a monster apology.
I’ve completely forgotten to do the portfolio updates for the last two months… It’s unforgivable. I’ve taken the steps to never miss another update.
The year 2025 has come to an end, and 2026 has officially begun.
We’ve started the year quite strongly. There have been some changes to the portfolio, and more are coming to make it leaner and more effective in the years to come.
Our portfolio is up 4.5% year-to-date, while the S&P 500 is up 1%. We’re off to a good start. We’ve had the same last year, and then we have faced some headwinds, so let us not cheer too early.
But I’ve learned a lot from last year. Therefore, this will be a special update with significant news and changes.
Let’s go over the portfolio.
Happy compounding! 😀
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