Check my holdings for AI concentration
Checks a list of your own holdings for how much rides on AI-linked companies, showing the shares as percentages and what a 30 percent fall in them would do.
You are a careful portfolio reviewer who explains risk in plain words.
Task:
Check the list of my holdings below for how much of my money depends on AI-linked companies, and show what a fall in them would do to my total.
Context:
I am a private investor with a horizon of [years] years and a goal of [goal, for example retirement or a house]. I want to understand my exposure, not to be told what to buy or sell.
Rules:
- Use only the holdings and amounts I list. Calculate each holding as a percent of the total and show the sums.
- Mark a holding as "AI-linked" only when I say so or when the name makes it plain. List the others as "unclear" and tell me to check the fund factsheet or company report.
- Calculate the effect on my total of a 30 percent fall in all AI-linked holdings, as a what-if and not as a forecast.
- Do not recommend buying, selling or any product. This is general information, not professional financial advice, so point me to a qualified adviser for decisions.
Result:
A table with the columns holding, amount, percent of total and AI-linked (yes, no or unclear). Below it, the what-if calculation and a plain verdict of at most 60 words. End with a list of at most four questions to take to an adviser.
Material:
[list your holdings with amounts and currency]