Diversified: 6/10 are non-US, Growing profitably: 23% ROIC, 70% reinvestment rate, High cash buffers: 9/10 are net cash, Outperformance: 16% vs. S&P500, average return per pick 49%. Only 1 loser.
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Sleep Well Portfolio - Sea of Greens, 16…
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Diversified: 6/10 are non-US, Growing profitably: 23% ROIC, 70% reinvestment rate, High cash buffers: 9/10 are net cash, Outperformance: 16% vs. S&P500, average return per pick 49%. Only 1 loser.