AI Portfolio Verification: A 10–Point Safety Checklist

  1. Validate the source of the recommendation
  2. Quantify downside risk and worst-case drawdown
  3. Check concentration & sector/issuer caps
  4. Evaluate valuation and growth assumptions
  5. Back-test against stress periods
  6. Assess liquidity and trade impact
  7. Map thesis to your goal & time horizon
  8. Estimate taxes and costs
  9. Test correlation with your existing holdings
  10. Define exit rules and review cadence
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Disclaimer: Educational content only. Not investment advice.