Sleep Well Portfolio Jan 2025 Update
Reviews, current status and expanding investment universe
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, investors,
Money-weighted gain per pick was 40%.
2025 Year-to-date return was 10% vs S&P 3%.
Return from inception was 31% vs. S&P500 17%.
No portfolio changes in January.
Grab was the 17th and most recent Sleep Well pick - a Southeast Asian Super App.
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.
Past updates and live ownership alerts are pinned on the Sleep Well Portfolio tab.
Consider becoming an annual premium member if you want to track it in real-time. The link to the Sleep Well Portfolio Spreadsheet is here. For all other write-ups, click here.
This portfolio update lets you skim the Sleep Well Portfolio's performance, yearly reviews, and current investment universe. I also outline a few companies I am considering.
Quality > quantity,
Trung
Sleep Well Portfolio reviews
How can Sleep Well Investments help you?
High success rate stock picks—40% money-weighted
Deep research of high-quality businesses and detailed tracking. Buy and verify.
Free samples of deep dives, tracking updates, and buy alerts.
Free articles on investment framework to help find quality companies and execute with discipline.
Promote yourself to 6000+ stock market investors (47% open rate) — Contact me: trung.nguyen@sleepwellinvestments.com