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Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.
Side-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.
ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.
Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.
Balance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.
Earnings review for a stock. Use when the user mentions earnings, a quarterly report, or asks to review results for a company.
| name | etf-portfolio |
| description | Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio. |
Analyze the ETF portfolio provided. The key insight ETF investors miss: owning multiple ETFs does not mean you're diversified — you may be tripling down on the same stocks without knowing it.
1. UNPACK THE HOLDINGS For each ETF, identify:
2. HIDDEN CONCENTRATION
3. OVERLAP MATRIX Build a simple overlap table showing % holdings shared between each ETF pair:
| ETF A | ETF B | ETF C | |
|---|---|---|---|
| ETF A | — | X% | X% |
| ETF B | X% | — | X% |
| ETF C | X% | X% | — |
If any pair >60% overlap: flag as redundant — investor is paying two expense ratios for one position.
4. FACTOR EXPOSURE What is the net factor tilt of the combined portfolio?
5. SECTOR CONCENTRATION Combined sector weights across all ETFs. What sectors are over/underweight vs a simple S&P 500 benchmark?
6. MACRO SENSITIVITY How does the combined portfolio behave in:
7. COST DRAG Weighted average expense ratio across the portfolio. If >0.20%, identify where the cost is coming from and whether a cheaper equivalent exists.
8. CONSOLIDATION RECOMMENDATIONS Which ETFs are redundant and can be eliminated? Which single ETF could replace two or more positions? What's missing entirely?
Output a risk heat map and 2–3 specific rebalancing recommendations with reasoning.
