Sleep Well Portfolio Monthly Update
Sleep Well Portfolio Monthly Update
Reviews, current status and 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.
Hi, sleep well investors,
This post, which will be pinned to the Sleep Well Portfolio tab, allows you to view the Sleep Well Portfolio's monthly performance, yearly reviews, and investment universe on Substack.
Consider becoming a 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.
Regards,
Trung
Sleep Well Portfolio reviews
How can Sleep Well Investments help?
High success rate stock picks—33% money-weighted gain per pick since Oct 2023 (76% time-weighted).
Deep research of high-quality businesses and regular 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
Current portfolio (Aug 2024)
You can view the portfolio on the Sleep Well Investments spreadsheet at the current price. I will update this page monthly.
Expanding investment universe
I only invest in companies I can deeply understand; thus, you will only see buy alerts from the abovementioned businesses. I’ll expand the list when I find ones passing the Sleep Well Investments checklist.
Thesis tracking updates
**The table above has all the links to thesis updates, buy-and-sell, and deep dives—all in the Sleep Well Portfolio spreadsheet.