Rebalance — Aug 01, 2022
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 2022-08-01
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
CI
31.09%
100.67
#1
● New
GS
30.88%
99.98
#2
● New
ELV
8.63%
27.95
#3
● New
MU
5.50%
17.82
#4
● New
BA
5.06%
16.39
#5
● New
TSLA
3.33%
10.77
#6
● New
RTX
2.61%
8.47
#7
● New
AVGO
1.99%
6.43
#8
● New
LIN
1.81%
5.85
#9
● New
TXN
1.79%
5.79
#10
● New
MRK
1.56%
5.05
#11
● New
CME
1.49%
4.81
#12
● New
CVX
1.47%
4.76
#13
● New
UPS
1.43%
4.63
#14
● New
MA
1.36%
4.40
#15
● New
Signal Changes
Added (15)
CI
31.09%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 205.48Quarterly Margin Growth: 141.54D/E Ratio: 0.44
AVGO
1.99%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 9.36Gross Margin: 0.93ROE: 0.88
ELV
8.63%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 91.49D/E Ratio: 0.49ROE: 0.48
MRK
1.56%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 6.75Gross Margin: 0.81ROE: 0.74
GS
30.88%(was 0.00%)
Reason: Passed all filters
Quarterly Margin Growth: 380.92Annual Margin Growth: -37.18Gross Margin: 0.58
TXN
1.79%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 5.98Gross Margin: 0.96ROE: 0.90
MU
5.50%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 47.88Gross Margin: 0.86D/E Ratio: 0.85
CME
1.49%(was 0.00%)
Reason: Passed all filters
Gross Margin: 0.99D/E Ratio: 0.88Annual Margin Growth: 3.76
MA
1.36%(was 0.00%)
Reason: Passed all filters
ROE: 0.97Gross Margin: 0.95Annual Margin Growth: 3.27
BA
5.06%(was 0.00%)
Reason: Passed all filters
Quarterly Margin Growth: 73.64Annual Margin Growth: -22.63D/E Ratio: 0.97
RTX
2.61%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 22.36D/E Ratio: 0.61Quarterly Margin Growth: 1.27
TSLA
3.33%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 27.49D/E Ratio: 0.81ROE: 0.53
UPS
1.43%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 6.79ROE: 0.91Gross Margin: 0.31
LIN
1.81%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 10.36Quarterly Margin Growth: 3.94D/E Ratio: 0.70
CVX
1.47%(was 0.00%)
Reason: Passed all filters
D/E Ratio: 0.82Annual Margin Growth: 3.50ROE: 0.68
Removed (0)
None