Rebalance — Dec 01, 2022
monthly rebalance · 15 positions · +1 added, −1 removed, 14 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 2022-12-01
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
GS
34.73%
95.80
#1
● Held
CB
21.62%
59.63
#2
● Held
CI
14.99%
41.34
#3
● Held
COP
5.47%
15.10
#4
● Held
LIN
3.04%
8.37
#5
● Held
PFE
2.99%
8.26
#6
● Held
XOM
2.24%
6.17
#7
● Held
TSLA
2.14%
5.92
#8
● Held
NEE
2.10%
5.79
#9
● Held
AVGO
2.09%
5.76
#10
● Held
TXN
1.87%
5.15
#11
● Held
MCD
1.80%
4.97
#12
● Held
CME
1.75%
4.83
#13
● Held
RTX
1.62%
4.46
#14
● Held
BAC
1.55%
4.28
#15
● New
Signal Changes
Added (1)
BAC
1.55%(was 0.00%)
Reason: Passed all filters
Quarterly Margin Growth: 11.14Annual Margin Growth: -5.13Gross Margin: 0.84
Removed (1)
MU
0.00%(was 3.03%)
Exit reason: Passed all filters
Annual Margin Growth: -19.51Quarterly Margin Growth: -14.85D/E Ratio: 0.80
Holdings With Score Updates (14)
CI
14.99%(was 14.77%)
Reason: Passed all filters
Quarterly Margin Growth: 139.70ROE: 0.54D/E Ratio: 0.44
AVGO
2.09%(was 2.06%)
Reason: Passed all filters
Annual Margin Growth: 7.91Gross Margin: 0.91ROE: 0.84
GS
34.73%(was 34.23%)
Reason: Passed all filters
Quarterly Margin Growth: 377.76Annual Margin Growth: -48.23Gross Margin: 0.48
TXN
1.87%(was 1.84%)
Reason: Passed all filters
Gross Margin: 0.95ROE: 0.87Annual Margin Growth: 4.26
COP
5.47%(was 5.39%)
Reason: Passed all filters
Annual Margin Growth: 38.05D/E Ratio: 0.72ROE: 0.70
CB
21.62%(was 21.29%)
Reason: Passed all filters
Annual Margin Growth: 122.76Quarterly Margin Growth: 78.69D/E Ratio: 0.74
CME
1.75%(was 1.72%)
Reason: Passed all filters
Gross Margin: 0.98D/E Ratio: 0.88Annual Margin Growth: 3.91
MCD
1.80%(was 1.77%)
Reason: Passed all filters
Annual Margin Growth: 5.02D/E Ratio: 0.99Gross Margin: 0.88
NEE
2.10%(was 2.07%)
Reason: Passed all filters
Quarterly Margin Growth: 28.25Annual Margin Growth: -15.81Gross Margin: 0.73
XOM
2.24%(was 2.20%)
Reason: Passed all filters
Annual Margin Growth: 5.35Quarterly Margin Growth: 4.83D/E Ratio: 0.77
RTX
1.62%(was 1.58%)
Reason: Passed all filters
Annual Margin Growth: 7.92D/E Ratio: 0.59Quarterly Margin Growth: 1.62
TSLA
2.14%(was 2.11%)
Reason: Passed all filters
Annual Margin Growth: 11.50D/E Ratio: 0.86ROE: 0.64
LIN
3.04%(was 2.99%)
Reason: Passed all filters
Annual Margin Growth: 16.27Quarterly Margin Growth: 4.31D/E Ratio: 0.68
PFE
2.99%(was 2.95%)
Reason: Passed all filters
Annual Margin Growth: 9.83Quarterly Margin Growth: 6.13Gross Margin: 0.92