The Factor-Check
Exit Manual
A systematic framework to audit your portfolio, identify zombie positions, and know exactly when to sell. Stop guessing. Start deciding.
Watch the video that explains this frameworkSystematic Portfolio Auditor
Complete all three steps to audit your positions
Define the DNA of your position. If you can't fill in a row, it's a Zombie Position — you're holding it out of habit, not conviction.
| Ticker | Factor DNA | The Thesis (Why did you buy?) |
|---|---|---|
Check every red flag that applies to your holdings. One tick = a sell signal.
Value Decay: Is the P/E or P/S ratio now in the top 20% of its historical range?
Momentum Snap: Has the price closed below the 200-day Moving Average?
Quality Erosion: Have Net Margins or ROE declined for 3 straight quarters?
"If I had the cash today, would I buy this stock at this price?"
If the answer is no, your capital is being held hostage by your ego. Sell and redeploy into a stronger factor candidate. The market doesn't care what you paid.
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