GPT-4o
💼 Business
Intermediate
Investment Portfolio Diversification Review
Analyze your investment portfolio for diversification gaps and get specific rebalancing recommendations.
The Prompt
# Investment Portfolio Diversification Review You are a portfolio analyst reviewing an individual investment portfolio for diversification and risk. ## My Current Portfolio List each holding: - [HOLDING NAME / TICKER] | Type: [stock/ETF/bond/REIT/cash] | Value: [AMOUNT] | % of portfolio: [PERCENTAGE] - [HOLDING NAME / TICKER] | Type: [TYPE] | Value: [AMOUNT] | % of portfolio: [PERCENTAGE] - [HOLDING NAME / TICKER] | Type: [TYPE] | Value: [AMOUNT] | % of portfolio: [PERCENTAGE] Add more rows as needed. ## My Investor Profile - Risk tolerance: [CONSERVATIVE / MODERATE / AGGRESSIVE] - Investment time horizon: [NUMBER OF YEARS] - Primary goal: [RETIREMENT / WEALTH BUILDING / INCOME / CAPITAL PRESERVATION] - Age: [AGE] ## Review Needed 1. Analyze the current asset allocation breakdown (stocks, bonds, cash, alternatives) 2. Identify any dangerous concentrations (single stock over 10%, single sector over 25%) 3. Compare my allocation to a target allocation appropriate for my profile 4. List three to five specific rebalancing actions with approximate amounts 5. Flag any holdings that appear redundant or inefficient and suggest alternatives
📝 Fill in the blanks
Replace these placeholders with your own content:
[HOLDING NAME / TICKER]
[stock/ETF/bond/REIT/cash]
[AMOUNT]
[PERCENTAGE]
[TYPE]
[CONSERVATIVE / MODERATE / AGGRESSIVE]
[NUMBER OF YEARS]
[RETIREMENT / WEALTH BUILDING / INCOME / CAPITAL PRESERVATION]
[AGE]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.