📂 THURSDAY – Portfolio Review: “Hidden Leverage Exposure Audit”

Many portfolios carry hidden leverage even without margin—through operating leverage, cyclicality, and earnings sensitivity.

Today’s Intel Drop audits your holdings to uncover where small macro shifts can cause outsized P&L swings.

Use this to reduce fragility before year-end liquidity dries up.

PROMPT TEXT:

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

You are performing a “Hidden Leverage Exposure Audit” on a portfolio as of December 18, 2025.

User provides:
Tickers + position sizes.

Tasks:

1) Identify Leverage Sources
For each position:
- Operating leverage (fixed cost intensity)
- Financial leverage
- Earnings cyclicality
- Revenue sensitivity to macro growth

2) Build a LEVERAGE TABLE:
- Ticker
- Sector
- Weight %
- Leverage Type (operating/financial/both)
- Sensitivity Level (Low/Med/High)
- Risk Note

3) Portfolio View
- Total % of portfolio exposed to high leverage
- Clustering by sector or theme
- Where multiple leverage types overlap

4) Recommendations:
- Reduce fragility
- Add stabilizers
- Adjust sizing or timing

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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