Rebalance — Mar 01, 2022
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 2022-03-01
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
COP
37.23%
262.89
#1
● Held
CI
14.65%
103.45
#2
● Held
ELV
12.48%
88.16
#3
● Held
SBUX
7.94%
56.06
#4
● Held
CVX
5.58%
39.43
#5
● Held
CB
4.76%
33.64
#6
● Held
MU
3.47%
24.54
#7
● Held
RTX
2.53%
17.87
#8
● Held
WFC
2.43%
17.14
#9
● Held
C
2.05%
14.46
#10
● Held
TSLA
1.70%
11.97
#11
● Held
BAC
1.61%
11.34
#12
● Held
JPM
1.23%
8.68
#13
● Held
DIS
1.20%
8.46
#14
● Held
MRK
1.15%
8.11
#15
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (15)
CI
14.65%(was 14.77%)
Reason: Passed all filters
Annual Margin Growth: 196.00Quarterly Margin Growth: 161.62D/E Ratio: 0.45
ELV
12.48%(was 12.58%)
Reason: Passed all filters
Annual Margin Growth: 233.58Quarterly Margin Growth: 70.05D/E Ratio: 0.47
MRK
1.15%(was 1.16%)
Reason: Passed all filters
Annual Margin Growth: 10.93Quarterly Margin Growth: 6.87Gross Margin: 0.75
WFC
2.43%(was 2.44%)
Reason: Passed all filters
Annual Margin Growth: 51.30Gross Margin: 0.69D/E Ratio: 0.33
COP
37.23%(was 37.53%)
Reason: Passed all filters
Annual Margin Growth: 963.08Quarterly Margin Growth: -52.81D/E Ratio: 0.68
MU
3.47%(was 2.70%)
Reason: Passed all filters
Annual Margin Growth: 57.08Quarterly Margin Growth: 17.86D/E Ratio: 0.84
CVX
5.58%(was 5.63%)
Reason: Passed all filters
Annual Margin Growth: 128.34D/E Ratio: 0.81Quarterly Margin Growth: 1.97
CB
4.76%(was 4.80%)
Reason: Passed all filters
Annual Margin Growth: 105.81D/E Ratio: 0.78Gross Margin: 0.56
SBUX
7.94%(was 8.00%)
Reason: Passed all filters
Annual Margin Growth: 189.34D/E Ratio: 0.95Gross Margin: 0.23
C
2.05%(was 2.06%)
Reason: Passed all filters
Annual Margin Growth: 42.57Quarterly Margin Growth: 3.72Gross Margin: 0.46
RTX
2.53%(was 2.55%)
Reason: Passed all filters
Annual Margin Growth: 45.62Quarterly Margin Growth: 11.43D/E Ratio: 0.67
BAC
1.61%(was 1.62%)
Reason: Passed all filters
Annual Margin Growth: 19.72Quarterly Margin Growth: 11.62Gross Margin: 0.84
JPM
1.23%(was 1.24%)
Reason: Passed all filters
Annual Margin Growth: 22.21Gross Margin: 0.90ROE: 0.33
TSLA
1.70%(was 1.71%)
Reason: Passed all filters
Annual Margin Growth: 23.42Quarterly Margin Growth: 9.28D/E Ratio: 0.80
DIS
1.20%(was 1.21%)
Reason: Passed all filters
Annual Margin Growth: 18.97Quarterly Margin Growth: 6.11D/E Ratio: 0.52