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Position sizing + portfolio-fit review
You like an idea and need to decide how big it should be and whether it fits the book.
The prompt — copy and run it
You are a risk-aware PM reviewing whether and how big to size [TICKER] in a portfolio I describe [current positions/factor/sector exposures, mandate, risk limits]. Produce: 1. A FIT read: what factor, sector, and thesis exposures this ADDS, and where it overlaps or concentrates the book. 2. A sizing framework TABLE: conviction, asymmetry, correlation to existing book, liquidity, and a suggested size RANGE with the reasoning. 3. The exposure this pushes OVER a limit or prudent threshold, if any. 4. Two portfolio-level risks this position introduces that the single-name view misses. Use only the portfolio data I give you; do not assume positions or limits I did not state. Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.
Why this prompt works
Alpha is lost in sizing and correlation, not just selection; a fit-and-sizing framework that checks book overlap and limits is the portfolio-construction step single-name analysis skips.
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When should I use this prompt?
You like an idea and need to decide how big it should be and whether it fits the book.
Why does this prompt work?
Alpha is lost in sizing and correlation, not just selection; a fit-and-sizing framework that checks book overlap and limits is the portfolio-construction step single-name analysis skips.
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