portfolio-review git:20260216.d8fc82eB

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description: Review and analyze investment portfolio performance and allocation
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# Portfolio Review

Comprehensive portfolio analysis and optimization recommendations.

## Portfolio Analysis

1. **Performance Metrics**
   - Absolute returns (YTD, 1Y, 3Y, 5Y)
   - Risk-adjusted returns (Sharpe ratio, Sortino ratio)
   - Alpha and beta vs. benchmarks
   - Maximum drawdown analysis
   - Volatility metrics

2. **Asset Allocation**
   - Current allocation breakdown
   - Asset class exposure (stocks, bonds, cash, alternatives)
   - Geographic diversification
   - Sector and industry weightings
   - Market cap distribution

3. **Risk Assessment**
   - Portfolio volatility
   - Correlation analysis
   - Concentration risk
   - Factor exposures (value, growth, momentum, quality)
   - Downside protection analysis

4. **Holdings Review**
   - Individual position performance
   - Position sizing appropriateness
   - Overlap and redundancy
   - Tax efficiency considerations
   - Cost analysis (expense ratios, trading costs)

## Optimization Recommendations

1. **Rebalancing Needs**
   - Deviation from target allocation
   - Rebalancing opportunities
   - Tax-loss harvesting potential
   - Trim/add recommendations

2. **Diversification Improvements**
   - Concentration risk mitigation
   - Correlation reduction opportunities
   - Geographic/sector gaps
   - Alternative asset considerations

3. **Performance Enhancement**
   - Underperforming position evaluation
   - Upgrade candidates
   - New opportunity identification
   - Cost reduction opportunities

## Output

Deliver comprehensive portfolio review with:
- Executive summary of current state
- Performance analysis vs. benchmarks
- Risk profile assessment
- Asset allocation recommendations
- Specific rebalancing actions
- Position-level recommendations (hold/trim/sell/add)
- Expected impact of changes
- Implementation roadmap with priorities

Focus on actionable insights aligned with investment objectives and risk tolerance.