Rebalance — Apr 01, 2020
monthly rebalance · 15 positions · +15 added, −0 removed, 0 adjusted
⚠️ This page displays hypothetical research models for educational purposes only. It does not represent an investable portfolio, managed account, or recommended strategy.
Composition on 2020-04-01
Allocations shown represent internal research model outputs used to demonstrate analytical behavior. They are illustrative only and not designed for replication, trading, or implementation.
Symbol
Allocation
Score
Rank
Status
TSLA
10.59%
9.08
#1
● New
ELV
9.47%
8.12
#2
● New
LIN
8.27%
7.10
#3
● New
AMD
8.21%
7.04
#4
● New
NVDA
7.79%
6.69
#5
● New
UNP
6.91%
5.92
#6
● New
GE
6.37%
5.46
#7
● New
MSFT
6.02%
5.17
#8
● New
ZTS
5.90%
5.06
#9
● New
CSCO
5.32%
4.56
#10
● New
QCOM
5.24%
4.49
#11
● New
CME
5.16%
4.42
#12
● New
VRTX
5.15%
4.41
#13
● New
ACN
4.81%
4.13
#14
● New
NEE
4.81%
4.12
#15
● New
Signal Changes
Added (15)
AMD
8.21%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 12.54D/E Ratio: 0.78Quarterly Margin Growth: 2.87
GE
6.37%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 9.26ROE: 0.92Gross Margin: 0.88
CSCO
5.32%(was 0.00%)
Reason: Passed all filters
ROE: 0.70D/E Ratio: 0.70Gross Margin: 0.70
ELV
9.47%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 14.48Quarterly Margin Growth: 6.63D/E Ratio: 0.54
UNP
6.91%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 7.49Gross Margin: 0.80ROE: 0.76
CME
5.16%(was 0.00%)
Reason: Passed all filters
Gross Margin: 0.98D/E Ratio: 0.87ROE: 0.40
NEE
4.81%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 4.92Quarterly Margin Growth: 4.01Gross Margin: 0.37
ZTS
5.90%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 5.53ROE: 0.89Gross Margin: 0.76
QCOM
5.24%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 5.34ROE: 0.90Quarterly Margin Growth: 2.65
VRTX
5.15%(was 0.00%)
Reason: Passed all filters
Gross Margin: 0.95D/E Ratio: 0.91ROE: 0.77
ACN
4.81%(was 0.00%)
Reason: Passed all filters
D/E Ratio: 0.80ROE: 0.69Annual Margin Growth: 3.02
NVDA
7.79%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 6.10Quarterly Margin Growth: 4.37Gross Margin: 0.85
TSLA
10.59%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 14.83Quarterly Margin Growth: 13.96D/E Ratio: 0.32
LIN
8.27%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 14.19D/E Ratio: 0.74Quarterly Margin Growth: 3.22
MSFT
6.02%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 4.84Gross Margin: 0.86ROE: 0.78
Removed (0)
None