Sleep Well Investments Portfolio
You can see what I buy/hold/sell here. Expect periodic buys and infrequent sales (ideally never).
Hi, loyal Sleep Well Investors,
I am excited to launch the Sleep Well Portfolio. This is a long-term portfolio that I created for my 4-year-old daughter to redeem in 2037. As you know, I deep-dive into market leaders and track them to follow up on their performance. When the right price comes, I buy them for the Sleep Well Portfolio. I disclose the reasoning of all BUY and SELL transactions (sample: 1st, 2nd, and 3rd).
It is provided for full transparency and full disclosure. To show you that I am investing in the businesses I write about. Expect periodic buys and very infrequent sales - ideally never. I aim to own these businesses as long as they perform in my Thesis Tracker, which I update quarterly or when data is available.
Please click this LINK to see the Sleep Well Portfolio in full. It’s only available to annual paid subscribers (it’s cheaper at a 30%+ discount to the monthly price).
You can upgrade your subscription to annual here. I look forward to owning these time-tested businesses for decades.
If you are already an annual sub, please email or DM me on Twitter/X (@DTF_Capital) for access - it will only work with your email.
Characteristics of the Sleep Well Portfolio
✔ The portfolio will eventually consist of 20 names
✔ The portfolio redemption year is 2037. We buy to own long-term
✔ No market timing. We buy at a price that offers a healthy margin of safety
✔ The portfolio only invests in deep-dived stocks that are monitored closely
✔ They are market leaders who have:
Stable / strengthening market position
Enduring competitive advantages
Management with aligned interests and a strong capital allocation track record
Anti-fragility attributes (healthy balance sheet, adaptable business model, endured competitors and past crises)
Plenty of reinvestment opportunities
Trading at a fair valuation
Below is the current investable universe of SWI Future Portfolio that has been thoroughly researched. I aim to build up the list to 40-60 names and own 20.
“It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” - Warren Buffett.
It’s important to highlight that the greatest threat to investing is yourself.
Investing is a marathon, not a sprint. That’s why the portfolio redemption year is 2037. I intend to buy to own long-term. No short-term trades. I will not trade a good night of sleep for a shot at a few extra percentage points of return.
For this reason, access to the portfolio is only available for annual paid subs who are in it for the long run. I apologize to monthly subscribers; I don’t want to mislead or tag you along for the marathon when you are looking for a sprint. You still have full access to my deep dives and thesis-tracking updates.
For annual subs, you have additional access to the following:
Slee Well Portfolio
Thesis tracking summary
Ownership status of SWIs in my family portfolio
I look forward to welcoming you and building a long-term investing community together.
*Disclaimer: Nothing on the Sleep Well Investment portfolio spreadsheet construes investment advice. It's for education purposes only, and please do your own due diligence and portfolio construction to fit your needs.