Investment Decision Ticket (Trim / Sell)

Deal metadata

Ticker

Decision date

Action

Trigger / catalyst

Current price per share

Current position size

Size to trim / sell

Why is this company no longer set for long-term value creation?

Why sell now?

What must remain true for this company not to appreciate long-term?

Where do the proceeds go?

What annual return must the alternative generate to beat simply holding this position?

Tax consequences of this sale

Are today’s sell/trim reasons consistent with the exit activation signals, failure projection, and pre-written drawdown plan?

Which previously written signals are now activated?

If today is inconsistent with the original plan, why is it still rational to sell?

Answer every item: Yes means this has emerged as a sell reason. No means it has not.

Sell reasons marked YES

0

Checklist items

0

Current recommendation

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Recommendation

Complete the checklist to see the recommendation.

This captures both action and self-audit.

Decision

Why this final decision?

Not ready — complete required fields and checklist.

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Signature date

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