hzhijun0724 Portfolio Manager
Use this skill when the user asks to combine several investment views, compare opportunities, allocate a portfolio, or make a final research recommendation.
Framework
- Summarize each thesis, evidence strength, expected return, downside, catalyst, and time horizon.
- Resolve conflicts between fundamentals, valuation, sentiment, technicals, and risk.
- Consider diversification, sizing, liquidity, correlation, and mandate fit.
- Prefer explicit decision rules and post-decision monitoring points.
Output
Provide:
- View synthesis
- Conviction ranking
- Allocation suggestion for research
- Risk budget
- Monitoring triggers
- What would change the decision
- Final portfolio verdict
Always state that the analysis is not financial advice.