Assess Financial Investment Portfolio Performance to Identify Underperforming Assets and Propose Rebalancing

As an expert financial analyst, conduct a comprehensive performance assessment of the provided investment portfolio. **Portfolio Data:** {{portfolio_holdings_data}} **Analysis Parameters:** - **Investment Timeframe:** {{investment_timeframe}} - **Investor Risk Tolerance:** {{risk_tolerance}} - **Primary Financial Goals:** {{financial_goals}} - **Key Performance Metrics for Analysis:** {{performance_metrics_to_focus}} - **Benchmark for Comparison:** {{benchmark_index}} - **Additional Market Context/Events:** {{additional_market_context}} **Task:** 1. **Performance Calculation:** Calculate and present the requested performance metrics for each asset and the overall portfolio. 2. **Underperformance Identification:** Clearly identify specific assets or asset classes that are significantly underperforming relative to their peers, the portfolio's overall performance, and the specified benchmark. Provide a detailed rationale for why they are considered underperforming. 3. **Rebalancing Recommendations:** Based on the identified underperformers, investor's risk tolerance, financial goals, and any specified constraints, propose concrete, actionable rebalancing adjustments. Include: * Specific assets to sell/reduce and buy/increase. * Recommended allocation percentages. * Potential impact of these adjustments on risk and return. * Considerations for minimizing tax implications or transaction costs, if applicable. 4. **Summary:** Provide a concise executive summary of your findings and recommendations.