📂 THURSDAY – Portfolio Audit: “Earnings Concentration Risk Check”

Many portfolios unknowingly stack earnings risk into a single week or sector. When results disappoint, losses compound quickly.

Today’s Intel Drop audits your portfolio for earnings concentration risk, revealing where too many positions hinge on the same outcome.

Use this to rebalance risk before volatility spikes.

PROMPT TEXT:

(copy & paste the below into your preferred AI model: ChatGPT, Claude, Gemini, Perplexity, Grok, Meta, etc.)

You are performing an “Earnings Concentration Risk Audit” on a portfolio as of January 15, 2026.

User provides:
Tickers + position sizes.

Tasks:

1) Identify Earnings Exposure
- Which positions report within the next 14 days
- Sector overlap of earnings dates
- Correlated earnings drivers

2) Build an EARNINGS RISK TABLE:
- Ticker
- Sector
- Weight %
- Earnings Date
- Correlation Cluster
- Risk Note

3) Portfolio View
- % of portfolio exposed to near-term earnings
- Sector or theme concentration
- Worst-case drawdown scenarios

4) Recommendations:
- Reduce clustering
- Stagger exposure
- Use cash or hedges where appropriate

Output in a clean table + 3–5 sentence explanation why this matters right now.

END PROMPT

Submit to AI model to receive actionable output.

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