Rebalance — May 01, 2020
monthly rebalance · 15 positions · +0 added, −0 removed, 15 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 2020-05-01
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
10.50%
9.10
#1
● Held
ELV
9.40%
8.14
#2
● Held
NVDA
8.61%
7.46
#3
● Held
LIN
8.24%
7.14
#4
● Held
AMD
8.15%
7.06
#5
● Held
UNP
6.86%
5.94
#6
● Held
GE
6.29%
5.45
#7
● Held
MSFT
5.98%
5.18
#8
● Held
ZTS
5.85%
5.06
#9
● Held
QCOM
5.19%
4.49
#10
● Held
CME
5.13%
4.45
#11
● Held
VRTX
5.11%
4.42
#12
● Held
CSCO
5.10%
4.42
#13
● Held
ACN
4.81%
4.17
#14
● Held
NEE
4.78%
4.14
#15
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (15)
AMD
8.15%(was 8.21%)
Reason: Passed all filters
Annual Margin Growth: 12.54D/E Ratio: 0.79Quarterly Margin Growth: 2.87
GE
6.29%(was 6.37%)
Reason: Passed all filters
Annual Margin Growth: 9.26ROE: 0.91Gross Margin: 0.87
CSCO
5.10%(was 5.32%)
Reason: Passed all filters
D/E Ratio: 0.70ROE: 0.69Gross Margin: 0.69
ELV
9.40%(was 9.47%)
Reason: Passed all filters
Annual Margin Growth: 14.48Quarterly Margin Growth: 6.63D/E Ratio: 0.55
UNP
6.86%(was 6.91%)
Reason: Passed all filters
Annual Margin Growth: 7.49Gross Margin: 0.79ROE: 0.77
CME
5.13%(was 5.16%)
Reason: Passed all filters
Gross Margin: 0.98D/E Ratio: 0.87ROE: 0.42
NEE
4.78%(was 4.81%)
Reason: Passed all filters
Annual Margin Growth: 4.92Quarterly Margin Growth: 4.01Gross Margin: 0.37
ZTS
5.85%(was 5.90%)
Reason: Passed all filters
Annual Margin Growth: 5.53ROE: 0.89Gross Margin: 0.75
QCOM
5.19%(was 5.24%)
Reason: Passed all filters
Annual Margin Growth: 5.34ROE: 0.90Quarterly Margin Growth: 2.65
VRTX
5.11%(was 5.15%)
Reason: Passed all filters
Gross Margin: 0.95D/E Ratio: 0.91ROE: 0.78
ACN
4.81%(was 4.81%)
Reason: Passed all filters
D/E Ratio: 0.81ROE: 0.70Annual Margin Growth: 3.02
NVDA
8.61%(was 7.79%)
Reason: Passed all filters
Annual Margin Growth: 11.76Gross Margin: 0.84ROE: 0.65
TSLA
10.50%(was 10.59%)
Reason: Passed all filters
Annual Margin Growth: 14.83Quarterly Margin Growth: 13.96D/E Ratio: 0.32
LIN
8.24%(was 8.27%)
Reason: Passed all filters
Annual Margin Growth: 14.19D/E Ratio: 0.76Quarterly Margin Growth: 3.22
MSFT
5.98%(was 6.02%)
Reason: Passed all filters
Annual Margin Growth: 4.84Gross Margin: 0.85ROE: 0.79