Investor decision playbooksPrompt 140
Test my circle of competence
Measures whether portfolio size is backed by understanding rather than familiarity.
Ready to ask
Prompt text
“For every holding above 2% of my investable net worth, ask me to explain in two sentences how the business or asset creates value and what could permanently impair it. Flag anything I cannot explain as outside my demonstrated circle of competence. With my permission, remember the answers so we can compare them later, and show the percentage of my portfolio inside, outside and not yet assessed.”
Context Silvia can use
Largest holdings, portfolio weights, user explanations and saved preferences with permission.
What a strong answer includes
Holding-by-holding competence map and unassessed exposure.
Useful follow-ups
- Start with my largest position.
- Which answer is least specific?
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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