Rebalance — Apr 01, 2022
monthly rebalance · 15 positions · +7 added, −7 removed, 8 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 2022-04-01
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
COP
55.19%
315.29
#1
● Held
CI
17.34%
99.07
#2
● Held
ELV
9.04%
51.63
#3
● Held
MU
4.31%
24.60
#4
● Held
TSLA
2.46%
14.07
#5
● Held
RTX
2.31%
13.19
#6
● Held
BAC
1.38%
7.88
#7
● Held
AVGO
1.09%
6.25
#8
● New
TXN
1.09%
6.23
#9
● New
NVDA
0.99%
5.66
#10
● New
LIN
0.98%
5.58
#11
● New
ABBV
0.97%
5.56
#12
● New
AAPL
0.96%
5.47
#13
● New
AMAT
0.95%
5.44
#14
● New
CVX
0.95%
5.41
#15
● Held
Signal Changes
Added (7)
AVGO
1.09%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 9.03Gross Margin: 0.87ROE: 0.79
AMAT
0.95%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 5.73ROE: 0.86Gross Margin: 0.76
TXN
1.09%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 6.68Gross Margin: 0.94ROE: 0.88
AAPL
0.96%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 7.84ROE: 0.97Gross Margin: 0.68
NVDA
0.99%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 5.95Gross Margin: 0.92ROE: 0.81
ABBV
0.97%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 8.29ROE: 0.96Gross Margin: 0.89
LIN
0.98%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 6.66Quarterly Margin Growth: 4.90D/E Ratio: 0.67
Removed (7)
MRK
0.00%(was 1.15%)
Exit reason: Passed all filters
Annual Margin Growth: 8.13ROE: 0.78Gross Margin: 0.74
WFC
0.00%(was 2.43%)
Exit reason: Passed all filters
Annual Margin Growth: 6.35Gross Margin: 0.51D/E Ratio: 0.34
CB
0.00%(was 4.76%)
Exit reason: Passed all filters
D/E Ratio: 0.76Quarterly Margin Growth: 3.19Gross Margin: 0.53
SBUX
0.00%(was 7.94%)
Exit reason: Passed all filters
D/E Ratio: 0.94Quarterly Margin Growth: -2.94Gross Margin: 0.24
C
0.00%(was 2.05%)
Exit reason: Passed all filters
Annual Margin Growth: 7.30Quarterly Margin Growth: -3.58Gross Margin: 0.49
JPM
0.00%(was 1.23%)
Exit reason: Passed all filters
Quarterly Margin Growth: -4.35Annual Margin Growth: -3.57Gross Margin: 0.67
DIS
0.00%(was 1.20%)
Exit reason: Passed all filters
Annual Margin Growth: 15.44D/E Ratio: 0.52Quarterly Margin Growth: -1.80
Holdings With Score Updates (8)
CI
17.34%(was 14.65%)
Reason: Passed all filters
Annual Margin Growth: 201.87Quarterly Margin Growth: 139.87D/E Ratio: 0.45
ELV
9.04%(was 12.48%)
Reason: Passed all filters
Annual Margin Growth: 174.13ROE: 0.51D/E Ratio: 0.47
MU
4.31%(was 3.47%)
Reason: Passed all filters
Annual Margin Growth: 57.08Quarterly Margin Growth: 17.86D/E Ratio: 0.84
COP
55.19%(was 37.23%)
Reason: Passed all filters
Annual Margin Growth: 1072.48Quarterly Margin Growth: 18.18Gross Margin: 0.86
RTX
2.31%(was 2.53%)
Reason: Passed all filters
Annual Margin Growth: 36.97D/E Ratio: 0.64Quarterly Margin Growth: 3.19
BAC
1.38%(was 1.61%)
Reason: Passed all filters
Quarterly Margin Growth: 11.19Annual Margin Growth: 8.81Gross Margin: 0.83
TSLA
2.46%(was 1.70%)
Reason: Passed all filters
Annual Margin Growth: 30.63Quarterly Margin Growth: 8.17D/E Ratio: 0.81
CVX
0.95%(was 5.58%)
Reason: Passed all filters
Annual Margin Growth: 9.73D/E Ratio: 0.80ROE: 0.48