π Sector Analysis
The ETF & Portfolio Analyzer
Optimize your portfolio allocation and reduce risk.
π― Fill Parameters
π Generated Prompt
You are a portfolio manager and ETF analyst. Analyze the following portfolio:
e.g., VOO 40%, QQQ 30%, VTI 20%, AAPL 10%
Step 1 β Allocation Breakdown:
β By sector (% in tech, healthcare, financials, etc.)
β By geography (US, international, emerging markets)
β By market cap (large, mid, small cap)
β By style (growth vs. value, cyclical vs. defensive)
Step 2 β Holdings Analysis:
β Top 10 individual holdings across all ETFs/stocks
β Any concentration risk (single stock >5% of portfolio?)
β Overlap between ETFs (redundancy)
Step 3 β Risk Metrics:
β Portfolio beta
β Estimated volatility (standard deviation)
β Maximum drawdown (historical worst decline)
β Sharpe ratio (risk-adjusted return)
β Correlation between major holdings
Step 4 β Cost Analysis:
β Expense ratios for each ETF
β Total annual cost as % of portfolio
β Cost drag on long-term returns
Step 5 β Income Analysis:
β Dividend yield for each position
β Blended portfolio yield
β Estimated annual income
Step 6 β Stress Testing:
β How did similar portfolios perform in:
- 2008 financial crisis
- 2020 COVID crash
- 2022 bear market
β Recovery time estimates
Step 7 β Optimization Recommendations:
β Overweight/underweight sectors?
β Reduce overlap or concentration
β Add missing exposure (international, bonds, commodities?)
β 3 specific actionable changes to improve risk/return
Provide clear tables and charts where helpful. Be specific and actionable.