Sleep Well Investments - Annual Paid Sub Resource

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2	Tab Name	Description	Welcome to the annual sub resource bank. As an annual paid sub (THANK YOU) you have access to: +Sleep Well Portfolio +Thesis Follow-up Summary +Sleep Well Investments Scorecard +Ownership status of SWIs in my family portfolio +Research list +Monthly portfolio update summary (TBC) I do not provide ownership details in absolute $ value as the purpose is to encourage long-term ownership, showing I eat my own cooking, and for reference only. It's not a place to copy or recreate a portfolio, as we likely have very different financial goals and circumstances. Additionally, I will only reveal new positions after having published a deep dive, as I believe an investor should only consider an investment after thoroughly researching it. Please click on the tabs below for access. I'll add more features as we go along. I will share how I construct my two daughters' Junior ISA account (they can only own it at 18yo in 2037). So, it will be a portfolio that truly exemplifies long-term ownership. Let me know in Chat/Email if you have any questions. Sleep Well Investing, Regards, Trung
3	Sleep Well Portfolio	Shows all companies in the Sleep Well Portfolio (my daughter's Junior ISA with a redemption date in 2037). Here, you will also find all buy and sell transactions under the portfolio and their reasoning.
4	Thesis Tracker	Shows whether a company is performing or not performing over time, denoted by green/amber/red colour. Here, you will find links to all the write-ups for SWI picks.
5	SWI Scorecard	Gives an overall score to a company, as well as, a score to each of the criteria in the SWI Checklist. We consider an overall score of 13 and above is sleep-well. For more info, please visit our website. https://www.sleepwellinvestments.com/p/sleep-well-investments-manual
6	Monthly Portfolio update	Contains links to monthly updates of the Sleep Well Portfolio (i.e. my daughter's Junior ISA) and its performance vs S&P 500. Here, you can also find best buys of the month, as well as, which stocks you should consider selling.
7	Valuation	Gives you an overview of how we think about valuation. We use different metrics depending on a business's lifecycle.
8	SWI Picks and PA Ownership	I aim to be fully transparent, so you will find all the companies that I own in my PA (Personal Account) and their returns in this tab.
9	Research List	Shows all the companies that I studied and why they made or did not make into the Sleep Well Portfolio.
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13			Disclaimer: Nothing on this spreadsheet construes investment advice. It's for education purposes only and please do your own due diligence and portfolio construction to fit your needs.
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