Sleep Well Portfolio Sept 2024 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,
Picks money-weighted gain 33%, time-weighted gain 61%.
No changes this month.
Mercardo Libre is the newest Sleep Well pick.
If you have time, read Terry Smith's timeless lessons; for all other write-ups, click here.
This portfolio update allows you to skim through the Sleep Well Portfolio's performance, yearly reviews, and investment universe on Substack. I may use the monthly update to highlight reasonable opportunities in the future, as members may want to buy regularly with their monthly savings.
Past updates and live ownership alerts are pinned on the Sleep Well Portfolio tab.
Consider becoming a premium member if you want to track it in real-time. The link to the Sleep Well Portfolio Spreadsheet is here.
Quality > quantity,
Trung
Sleep Well Portfolio reviews
How can Sleep Well Investments help you?
High success rate stock picks—33% money-weighted, 61% time-weighted gain per pick since Oct 2023.
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