Use this skill for a periodic (weekly/monthly) review checklist of a long-term core portfolio — concentration limits, rebalance triggers, and dividend/ETF-specific checks. Trigger on "portfolio review", "rebalance", "concentration check", "core portfolio", "weekly portfolio review". This skill struc
Use this skill for a periodic (weekly/monthly) review checklist of a long-term core portfolio — concentration limits, rebalance triggers, and dividend/ETF-specific checks. Trigger on "portfolio review", "rebalance", "concentration check", "core portfolio", "weekly portfolio review". This skill structures a review process; it does not fetch live prices or execute trades.