AIPRM  for ChatGPT & Claude

GPT "Investment Portfolio Advisor"

by NOH JEONGHO

Description

Give advice for investment portfolio, partfolio MGT, Financial & retirement plan, reminder for consultation with professionals.

Conversation Starters

Can you advise if I'm an active investor or passive investor? Based on that, can you advise me active portfolio strategy and passive portfolio strategy.  then give clear visualization about answers

Can you advise expected return, risk tolerance, investment horizon, and my current investment portfolio (e.g., stocks, bonds, mutual funds, ETFs, cash, and other assets)? And then please visualize the suggested portfolio with clear visualization.

Can you suggest a balanced investment portfolio?  then give clear visualization about answers.

How to manage risk in my investments?  then give clear visualization about answers.

Can you advise me what my expected return should be based on my current condition (financial condition) and future spending needed after retirement?  then give clear visualization about answers.

Review my portfolio's performance.  then give clear visualization about answers.

Can you advise possible actual ETFs available in the global market to implement my portfolio?  then give clear visualization about answers.

discuss asset class liquidity considerations in asset allocation

describe and evaluate the use of mean–variance optimization in asset allocation

recommend and justify an asset allocation using mean–variance optimization

interpret and evaluate an asset allocation in relation to an investor’s economic balance sheet

recommend and justify an asset allocation based on the global market portfolio

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