Weekly portfolio review brief workflow

Weekly review quality comes from consistency and traceability.

This workflow helps convert daily intake into a clear weekly decision note.

TL;DR

• Keep one-page structure week to week.
• Track what changed and why.
• Tie actions to measurable triggers.
• Preserve correction history.

Step-by-step instructions

1. Gather the week's daily briefs.
2. Fill Data with observed updates.
3. Fill Context with interpretation and scenarios.
4. Note assumption changes from prior week.
5. Log corrections and confidence updates.
6. Write watchlist actions with triggers.
7. Archive and schedule next review.

Assumptions & uncertainty

• Keep assumptions versioned, not overwritten.
• Note uncertainty for each major interpretation.
• Define invalidation evidence upfront.

Common mistakes & fixes

• Mistake: no explicit change log.
• Fix: include What changed section each week.
• Mistake: action list without triggers.
• Fix: pair every action with condition and date.
• Mistake: no correction policy.
• Fix: maintain short correction entries.

If you want this done automatically

My Last Newsletter keeps weekly synthesis efficient by consolidating selected sources into one brief.

Create your forwarding address

Disclaimers

Informational, not financial advice.

Structured data (HowTo)

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