Investor decision playbooksPrompt 149
Score defensive holdings
Applies a classic discipline while making its age, assumptions and data gaps explicit.
Ready to ask
Prompt text
“Score each individual stock I own against Benjamin Graham's defensive-investor criteria using current and historical financial data: company size, current ratio, earnings stability, dividend history, earnings growth and valuation tests. Separately compare my stock and bond allocation with his historical bounds. Cite the source data, note unavailable fields and present the framework as a historical lens rather than a modern recommendation.”
Context Silvia can use
Equity holdings, historical statements, dividends, valuations and portfolio allocation.
What a strong answer includes
Sourced Graham scorecard with modern limitations.
Useful follow-ups
- Which criterion is least relevant today?
- Show every unavailable field.
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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