Investor decision playbooksPrompt 155
Measure holding patience
Measures turnover and patience with the context needed to avoid hindsight storytelling.
Ready to ask
Prompt text
“Estimate my dollar-weighted average holding period across accounts and list positions sold within 12 months of purchase. For each short holding, compare the subsequent performance through a consistent end date and show the reason for sale only when it exists in my contemporaneous notes. Explain survivorship, tax-lot and missing-history limitations before judging whether patience helped or hurt.”
Context Silvia can use
Trades, tax lots where available, position history, prices and contemporaneous notes.
What a strong answer includes
Holding-period ledger with subsequent returns and limitations.
Useful follow-ups
- Compare taxable and retirement accounts.
- Which result is most affected by missing lots?
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.
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