📂 THURSDAY – Portfolio Reset: “New-Year Risk Rebalancing Audit”

A new year is the best time to reset risk—not emotionally, but structurally.

Today’s Intel Drop audits your portfolio as if you were starting fresh, identifying carryover risks from 2025 that may no longer be intentional.

Use this to enter 2026 with deliberate exposure, not inherited baggage.

PROMPT TEXT:

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

You are performing a “New-Year Risk Rebalancing Audit” on a portfolio as of January 1, 2026.

User provides:
Tickers + position sizes.

Tasks:

1) Classify Positions
- Growth vs defensive
- Cyclical vs secular
- Rate-sensitive vs rate-neutral
- Narrative-driven vs cash-flow-driven

2) Build a PORTFOLIO RESET TABLE:
- Ticker
- Sector
- Weight %
- Primary Risk Factor
- 2025 Performance Carryover
- Is this risk intentional for 2026? (Yes/No)

3) Portfolio View
- Concentration by risk type
- Overexposed themes
- Missing exposures

4) Recommendations:
- What to trim
- What to rebalance
- Where to add diversification

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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