Investor decision playbooksPrompt 145
Run the two-minute drill
Makes every meaningful position carry a concise, reviewable ownership thesis.
Ready to ask
Prompt text
“Walk through my portfolio from largest position to smallest. For each holding, ask me for a short explanation of why I own it, what must happen for the thesis to work and what would make me reconsider it. With my permission, remember each answer and compare it with the prior review. Flag missing theses and material story changes without treating either as an automatic sell signal.”
Context Silvia can use
Portfolio weights, user thesis statements and prior saved answers with permission.
What a strong answer includes
Portfolio thesis register with missing and changed stories.
Useful follow-ups
- Begin with the top five holdings.
- What should each thesis look like in 18 months?
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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