FluentInQuality

FluentInQuality

Portfolio Update January 2026 | (+2.26% YTD)

Changes in the holdings, a new addition to the portfolio, and we've been scaling different positions.

Yorrin van der Graaf's avatar
Yorrin van der Graaf
Feb 05, 2026
∙ Paid

Fluenteers, welcome back! And a special salute to the Fluent Few — our inner circle of long-term compounders and partners. 👋🏻

Today, I will reflect on the portfolio's performance in January in this new, beautiful year.

I will be covering the following topics:

  1. Transactions: What transactions have I performed (it’s a handful).

  2. My thoughts: Some holdings require our attention.

  3. My plan: Going forward, I’ll be taking some much-needed steps to improve my portfolio.

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Happy compounding. 😀


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