etf-portfolio
Skill9 starsChanged 6 months agoMITView on GitHub
Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
In this repository16 other files it gives its agents.
- etf-compareSkill
- etf-screenSkill
- etf-sectorSkill
- stock-analystSkill
- stock-balance-sheetSkill
- stock-earningsSkill
- stock-filingSkill
- stock-managementSkill
- stock-moatSkill
- stock-monitorSkill
- stock-portfolioSkill
- stock-red-flagsSkill
- stock-screenSkill
- stock-sectorSkill
- stock-thesisSkill
- stock-valuationSkill
The file
We split this skill into the rules it gives an agent
1 rule. About 0 are common, 1 is distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈1
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Distinctive: line 28
If any pair >60% overlap: flag as redundant — investor is paying two expense ratios for one position.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Analyze the ETF portfolio provided. The key insight ETF investors miss: owning multiple ETFs does not mean you're diversified — you may be tripling down on the same stocks without knowing it.
1. UNPACK THE HOLDINGS For each ETF, identify:
- Top 10 holdings and weights
- Sector breakdown
- Factor tilt
2. HIDDEN CONCENTRATION
- Which single stocks appear across multiple ETFs? List them with combined effective weight
- Flag any stock where combined exposure across all ETFs exceeds 5% of the total portfolio
- Example: owning QQQ + VGT + SOXX = NVDA appears in all three; effective weight may be 15%+ of portfolio
3. OVERLAP MATRIX Build a simple overlap table showing % holdings shared between each ETF pair:
| ETF A | ETF B | ETF C | |
| ETF A | — | X% | X% |
| ETF B | X% | — | X% |
| ETF C | X% | X% | — |
If any pair >60% overlap: flag as redundant — investor is paying two expense ratios for one position.
4. FACTOR EXPOSURE What is the net factor tilt of the combined portfolio?
- Growth / Value / Momentum / Quality / Size / Yield
- Is this intentional or accidental?
5. SECTOR CONCENTRATION Combined sector weights across all ETFs. What sectors are over/underweight vs a simple S&P 500 benchmark?
6. MACRO SENSITIVITY How does the combined portfolio behave in:
- Rates +100bps
- Recession
- Dollar +10%
- Tech selloff (>20% drawdown in mega-cap tech)
7. COST DRAG Weighted average expense ratio across the portfolio. If >0.20%, identify where the cost is coming from and whether a cheaper equivalent exists.
8. CONSOLIDATION RECOMMENDATIONS Which ETFs are redundant and can be eliminated? Which single ETF could replace two or more positions? What's missing entirely?
Output a risk heat map and 2–3 specific rebalancing recommendations with reasoning.
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