Investment Portfolio Review
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Write a comprehensive investment portfolio review for client [Client Name].

Portfolio details:
- Total value: [$amount]
- Review period: [quarter/year]
- Risk profile: [conservative/moderate/aggressive]
- Time horizon: [years to retirement]
- Primary goal: [growth/income/preservation]

Current allocation:
- Stocks: [%]
- Bonds: [%]
- Cash: [%]
- Alternative investments: [%]

Review should include:
1. PORTFOLIO PERFORMANCE
   - Return vs benchmark
   - Return vs last period
   - Best and worst performers
2. ASSET ALLOCATION ANALYSIS
   - Current vs target allocation
   - Drift from target
3. RISK ASSESSMENT
   - Current risk level
   - Volatility metrics
4. REBALANCING RECOMMENDATIONS
   - What to buy/sell
   - Tax implications
5. MARKET OUTLOOK
   - Current market conditions
   - Impact on portfolio
6. RECOMMENDED CHANGES
7. NEXT STEPS

Tone: Professional and client friendly
Length: 400-500 words

Source: https://promptzyo.com/prompt/investment-portfolio-review