Stock Portfolio Management Analysis

Budget: £10 - £15/hr

I want a seasoned financial analyst to look over my current stock holdings and build a clear, data-backed plan for managing the portfolio going forward. The focus is strictly on stocks—no bonds, funds, or real-estate vehicles—so depth of equity market knowledge is essential.

Here is what I need from you:

• Assess the existing mix of positions, quantify risk and correlation, and explain where concentration or sector bias may be undermining risk-adjusted returns. • Recommend an allocation strategy that balances growth potential with my tolerance for volatility, including target weightings and suggested additions or trims. • Lay out a practical rebalancing schedule, the key metrics you will monitor, and the tools you will use (e.g., Excel, Python, or preferred portfolio analytics platforms) so I can replicate the process after our engagement ends. • Provide a concise written report plus an editable spreadsheet or dashboard summarizing the analysis, with clear next steps I can execute through my brokerage account.

Acceptance Criteria

• Recommendations align with modern portfolio theory benchmarks or another clearly stated framework.
• All calculations are transparent and can be traced in the workbook or code provided.
• The final report answers my specific questions on diversification, position sizing, and expected return vs. risk.

If this matches your expertise in stock portfolio management, I’m ready to review your proposed approach and timeline.