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Examples for Position Sizing Quick Check
Explore real-world examples showing how this skill works with different inputs and outputs.
Aggressive Investor: Biotech Severely Overweight
An aggressive investor holds $120,000 in a speculative biotech stock within a $500,000 portfolio. At 24%, this is 3x the 8% speculative limit. The skill recommends trimming $80,000 with tax-aware execution guidance.
Conservative Investor: Apple Position Within Limits
A conservative investor checks whether an $8,000 Apple investment is appropriately sized for their $100,000 portfolio. The skill confirms the position is within the 10% blue-chip limit and provides guidance on monitoring.
Moderate Investor: Tesla Position Too Large
A moderate investor wants to invest $30,000 in Tesla with a $250,000 portfolio. The skill flags this as 12% (over the 10% growth stock limit) and recommends reducing to $25,000.