Sleep Well Portfolio Feb 2025 Update
17% outperformance vs. S&P500, and quality businesses to buy right now.
Hi, I am Trung. I deep-dive into market leaders that passed my sleep-well checklist. I follow up on their performance with my Thesis Tracker updates, and when the right price comes, I buy them for the Sleep Well Portfolio, which I am building for my daughters to redeem in 2037. I disclose my reasoning for all BUY and SELL (ideally never). Access all content here.
Good morning, sleep-well owners,
This portfolio update lets you skim the Sleep Well Portfolio's outperformance, yearly reviews, and current investment universe. I also outline companies I am considering and attractive opportunities to buy.
Sleep Well Portfolio's money-weighted gain per pick was 44% (58% time-weighted).
9/10 made money, only one loser.
2025 Year-to-date return was 11% vs S&P500 2%: 9% outperformance.
Return from inception was 32% vs. S&P500 15%: 17% outperformance.
Sold Floor and Decor to fund the initial purchase of Wisetech.
Five attractive sleep well picks to buy for this month.
If you have time, read Terry Smith's (15% CAGR), Scott Fraser's (19% CAGR), Ralph Wanger's (16% CAGR), or Peter Lynch's (29% CAGR) teaching.
Consider becoming an annual premium member to track the Sleep Well Portfolio, transactions, and Sleep Well scores. The link to the Sleep Well Portfolio Spreadsheet is here. For all other write-ups, click here.
Quality > quantity
Trung
Sleep Well Portfolio reviews
How can Sleep Well Investments help you?
High success rate stock picks—44% money-weighted (58% time-weighted).
High-quality research and detailed follow-up. Buy and verify.
Free samples of deep dives, tracking updates, and buy alerts.
Free knowledge of investment framework to help find quality companies and execute with discipline.