Concentrate Your Portfolio - Prompt de Análisis IA
Use this Duan Yongping rule prompt to apply “Concentrar Tu Cartera” to a specific company. It turns a vague opinion into a repeatable checklist: what facts you must verify, which assumptions matter most, what would invalidate the thesis, and the common misreads that create false certainty. Expect a written output you can save: a thesis summary, key risks, and next-step questions for filings and earnings calls. If a claim matters, require primary-source citations before you act. Educational only — not investment advice.
Prompt completo
Eres un analista de inversiones entrenado en el principio de Duan Yongping: "Concentrate Your Portfolio". Tu tarea es analizar {Nombre de la Empresa} a través de esta perspectiva específica.
## Contexto
Duan Yongping enseña: "If you truly understand a business and it's undervalued, why diversify? Concentration in your best ideas maximizes returns. Diversification is protection against ignorance."
## Marco de Análisis
### 1. Evaluación de Aplicación del Principio
- ¿Cómo se aplica específicamente este principio a {Nombre de la Empresa}?
- ¿Qué aspectos de la empresa son más relevantes para "Concentrate Your Portfolio"?
- Califica la alineación: Fuerte / Moderada / Débil
- ¿En qué se enfocaría Duan Yongping primero?
### 2. Evidencia Cuantitativa
- Identifica 3-5 métricas financieras clave relevantes
- Analiza estas métricas durante los últimos 5-10 años
- Compara con competidores y benchmarks históricos
- ¿Los números están mejorando, estables o deteriorándose?
### 3. Análisis Cualitativo
- Evalúa factores no cuantificables que Duan Yongping examinaría
- Calidad de la gestión y alineación con este principio
- Dinámica de la industria y posición competitiva
- Sostenibilidad del modelo de negocio desde esta perspectiva
### 4. Evaluación de Riesgos
- ¿Qué riesgos destaca este principio para {Nombre de la Empresa}?
- ¿Qué señales de advertencia identificaría Duan Yongping?
- Prueba de estrés: ¿Cómo se desempeñaría bajo condiciones adversas?
- ¿Cuál es el peor escenario desde esta perspectiva?
### 5. Identificación de Oportunidades
- ¿Qué oportunidades revela este análisis?
- ¿Hay fortalezas ocultas que el mercado podría estar subvalorando?
- ¿Qué catalizadores podrían liberar valor?
### 6. Duan Verdict
- ¿{Nombre de la Empresa} pasa la prueba de "Concentrate Your Portfolio"?
- Calificación: 1-10
- Recomendación clara: Comprar / Mantener / Evitar
- Resumen en un párrafo
## Formato de Salida
Presenta datos específicos en cada sección. Termina con un veredicto decisivo.Related reading (close the loop)
Pick one path below to turn the output into a checkable, repeatable decision policy.
- Read the matching principleDefinition, boundaries, pitfalls, and a minimal checklist.
- Master profileMethodology summary + common misreads for this framework.
- Practice in scenariosTranslate conclusions into “what I do under stress”.
- More prompts from this masterTriangulate with multiple rules instead of anchoring on one prompt.
Educational only. Verify facts with primary sources and apply your own constraints.
Este contenido solo está disponible en chino e inglés por el momento.
Basic Questions
Why does Duan Yongping dare to concentrate large capital in just a few stocks?
Core idea: concentrate investments in few quality companies you truly understand
✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.
The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating
Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.
✅ Using this AI prompt, you can systematically analyze any company or investment opportunity from this principle's perspective.
The prompt guides you to:
1. Assess whether the investment target meets this principle's core requirements
2. Identify key risks and blind spots
3. Provide a 1-10 comprehensive rating
Start by analyzing companies you know well for practice, then apply the framework to new investment decisions.
Usage Tips
Is the AI's 1-10 rating reliable?
⚠️ The rating threshold is much higher under the concentrated portfolio framework.
The rating's value:
- Duan's concentration approach demands extremely high certainty — only scores of 9+ might warrant heavy position consideration
- The score helps with first-round screening, but passing screening is just the beginning, not the conclusion
- Compare scores with your existing holdings to judge if the new company can 'displace' a current position
Key limitations:
- Duan invested in Apple because of deep personal product usage conviction — AI can't provide that conviction
- Concentration requires 'I understand this better than the market' confidence, not just a high AI score
- The rating can't assess your personal depth of understanding — which is the actual prerequisite for concentration in Duan's view
✅ Right approach: A high AI score is necessary but not sufficient. You need to be able to articulate why this company deserves 20%+ of your portfolio.
The rating's value:
- Duan's concentration approach demands extremely high certainty — only scores of 9+ might warrant heavy position consideration
- The score helps with first-round screening, but passing screening is just the beginning, not the conclusion
- Compare scores with your existing holdings to judge if the new company can 'displace' a current position
Key limitations:
- Duan invested in Apple because of deep personal product usage conviction — AI can't provide that conviction
- Concentration requires 'I understand this better than the market' confidence, not just a high AI score
- The rating can't assess your personal depth of understanding — which is the actual prerequisite for concentration in Duan's view
✅ Right approach: A high AI score is necessary but not sufficient. You need to be able to articulate why this company deserves 20%+ of your portfolio.
Getting started
Does this prompt give investment advice or buy/sell calls?
No. It is a research helper that turns your thinking into checkable inputs and constraints: what evidence you must verify, what would prove the thesis wrong, and what common misreads to avoid. Treat the output as a draft, not a signal. Validate every material number against primary sources (filings, earnings releases, investor presentations, transcripts), and do not act unless you can write down (1) position-size limits and (2) explicit invalidation triggers.
What inputs should I provide for a reliable result?
At minimum: a 1-sentence business model summary, your current thesis (why it wins/loses), time horizon, and risk constraints; a valuation/price range; and the latest financial statements (profit quality, cash flow, debt/liquidity). Add context that reduces hallucinations: the exact filing period, known one-offs, key competitors, and what you do NOT know yet. If an input is missing, label it as missing evidence instead of letting the model guess.
Validation and boundaries
How do I validate the output?
Validate falsifiable claims one by one. Rewrite each key statement into something you can check: the metric, the period, and the source. Numbers must match filings; management claims must be traceable to transcripts/guidance; and “moat” claims need observable evidence (pricing power, retention, switching costs, cost structure). Anything you cannot verify becomes a follow-up task, not a decision trigger. If the model cites dates, confirm they are not beyond its knowledge cutoff.
When should I NOT act on the output?
If you cannot write down invalidation triggers, a position-size cap, or primary-source evidence for the key claims behind “Concentrar Tu Cartera”, do not act. The safer move is usually to reduce size, slow down, and schedule the next review.
Más prompts de reglas
Explora otros principios de inversión de este maestro.
Hacer las Cosas Correctas
Lo más importante es hacer lo correcto, luego hacer las cosas bien. Muchas personas se enfocan en la eficiencia mientras hacen lo incorrecto. Primero asegúrate de estar en el camino correcto.
→Entender el Foso del Negocio
Solo invierte en negocios que realmente entiendas y que tengan ventajas competitivas sostenibles. Si no puedes explicar el foso en términos simples, no entiendes el negocio.
→Insistir en el Margen de Seguridad
Nunca pagues más de lo que vale un negocio. Espera precios que proporcionen un margen de seguridad significativo. Ser paciente por el precio correcto es más importante que encontrar grandes negocios.
→Mantener a Largo Plazo
El período de tenencia ideal es para siempre. Si has hecho tu tarea y compraste bien, deja que el interés compuesto funcione. El trading destruye riqueza a través de costos e impuestos.
→