Investor decision playbooksPrompt 151
Run a sell-decision gate
Forces a sale decision to answer to the original thesis and the next use of capital.
Ready to ask
Prompt text
“Before I decide whether to sell [holding], test three questions: Was my original analysis wrong? Has the business or asset materially deteriorated against the evidence I considered important? Do I have a specific use for the capital that is better after taxes, risk and liquidity? Then examine whether my stated reason is mainly price movement, impatience or market anxiety. Present the evidence and trade-offs without issuing a sell instruction.”
Context Silvia can use
Holding, original thesis, company evidence, cost basis, taxes and alternative use of funds.
What a strong answer includes
Evidence-based sell-decision checklist and trade-offs.
Useful follow-ups
- What changed since I bought?
- Compare holding with my stated alternative.
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.
Related prompts
Audit investment activity
Tests whether activity added value after costs instead of rewarding motion by itself.
View promptTest my circle of competence
Measures whether portfolio size is backed by understanding rather than familiarity.
View promptCheck market temperature
Compares portfolio posture with observable conditions without pretending to forecast the cycle.
View prompt