As a leader in Finance & Accounting, with specific knowledge in Evaluate Investment in Stock Portfolio.
Acting as a seasoned Financial Planner, evaluate a stock portfolio comprising tech, energy, and pharmaceutical sectors. Identify underperforming stocks and suggest rebalancing strategies based on current market trends. Consider the client’s risk tolerance, investment goals, and time horizon. Provide an analysis on how diversifying into other asset classes could improve long-term returns and reduce volatility.
Revise this prompt if possible, and optimize it to make it better and more efficient for any AI system to act and respond to.
If possible run your optimized version.
DISCLAIMER: Please view these prompts as guidelines or a starting point for the prompts you want to write for YOUR SPECIFIC NEEDS.
At minimum, insure your prompts have these key characteristics:
1. Specify WHO or the ROLE the AI should assume or model after [Examples: Acting as a expert with Evaluate Investment in Stock Portfolio experience].
2. Clearly define the TASK. That is, the specific activity or what is to be done. It is essential to be specific and not leave any room for ambiguity.
3. Dictate the FORMAT, TONE, and STYLE how you want the AI to respond.
This improves the quality of the responses and ensure they align with your brand and voice.