What Stocks Do You Currently Hold? [Investor Interview Template]

Too Long; Didn't Read

What Stocks have you most recently purchased? And why? What Stocks have you most recently sold? And why? What percentage of your wealth do you invest in public companies? And how did you determine that percentage? What is the most money you’ve made on a stock? Which stock when? How would you describe your investment thesis? Do you have a hot stock tip to share?