portfolio-strategy SKILL.md skillA
portfolio-strategy from cbrock84/headcount is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add cbrock84/headcount/portfolio-strategy@git:20260916.e72e404Pins git:20260916.e72e404 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- cbrock84/headcount
- Path
plugins/corporate-strategy/skills/portfolio-strategy/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260916.e72e404, committed Sep 16, 2026
- First version recorded
- Aug 29, 2026
- Size
- 3,670 bytes
- Repository stars
- 2,543
- License
- MIT
Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Use this to allocate budget across businesses, evaluate whether a product line should continue, decide whether to exit one, structure a portfolio review, or when several initiatives compete for the same limited investment.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Portfolio strategy Most organizations fund by inertia. Last year's allocation plus a percentage, adjusted by who argued hardest. Portfolio strategy is the discipline of deciding again, deliberately. ## Assess each line on two axes **Attractiveness** — is this a good place to be? Market size and growth, structural profitability, concentration of buyer power, regulatory direction, and how the economics behave as it scales. **Right to win** — is it good *for us*? Our position relative to alternatives, the assets or capabilities that transfer, and whether the advantage is durable or borrowed. The combination gives you four postures, and the honest one is usually uncomfortable: - **Attractive, we can win** — fund properly. Underfunding these is the most common and most expensive portfolio error. - **Attractive, we cannot win** — the seductive trap. Everyone wants in on a good market. Entering without an advantage funds someone else's growth. - **Unattractive, we can win** — harvest. Run for cash, do not invest for growth. - **Neither** — exit. Slowly and reluctantly is how these consume a decade of attention. ## Judge on marginal return, not absolute size …
Read the whole file at its exact version.
How to install
mdr add cbrock84/headcount/portfolio-strategy@sha256:18c572b93754722fThe line at the top of this page pins the label git:20260916.e72e404, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_hl53yas3uqf47x5b)
7 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 4 versions of this file, between Aug 29, 2026 and Sep 16, 2026, about one every 6 days.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260916.e72e404 latest | 2026-09-16 | e72e404 | 3,670 B | A | view · diff |
| git:20260901.a52f5a7 | 2026-09-01 | a52f5a7 | 3,331 B | A | view · diff |
| git:20260901.aa45383 | 2026-09-01 | aa45383 | 3,332 B | A | view · diff |
| git:20260829.635d8e8 | 2026-08-29 | 635d8e8 | 3,070 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (3670 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
cbrock84/headcount · 2,543 stars · license MIT · pushed 2026-10-18 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_hl53yas3uqf47x5b GET https://markdownregistry.com/api/v1/resolve?ref=cbrock84/headcount/portfolio-strategy GET https://markdownregistry.com/api/v1/blob/18c572b93754722f1f46983a36acc77005cdddd6f7ef50be1ee5e5236c327dda
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.