Rebalance — Mar 01, 2023
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 2023-03-01
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
AXP
86.40%
2053.87
#1
● Held
GS
4.11%
97.59
#2
● Held
DIS
2.52%
60.01
#3
● Held
CB
2.10%
49.90
#4
● Held
CI
1.84%
43.85
#5
● Held
NEE
0.46%
11.04
#6
● Held
XOM
0.41%
9.83
#7
● Held
LIN
0.36%
8.48
#8
● Held
DE
0.32%
7.51
#9
● Held
PFE
0.31%
7.27
#10
● Held
GILD
0.29%
6.90
#11
● Held
REGN
0.23%
5.47
#12
● Held
MCD
0.22%
5.23
#13
● Held
BAC
0.22%
5.18
#14
● Held
AVGO
0.21%
5.05
#15
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (15)
CI
1.84%(was 1.85%)
Reason: Passed all filters
Quarterly Margin Growth: 148.72D/E Ratio: 0.48ROE: 0.28
AVGO
0.21%(was 0.21%)
Reason: Passed all filters
Annual Margin Growth: 5.72Gross Margin: 0.96ROE: 0.88
GS
4.11%(was 4.11%)
Reason: Passed all filters
Quarterly Margin Growth: 371.26Annual Margin Growth: -32.53Gross Margin: 0.21
PFE
0.31%(was 0.31%)
Reason: Passed all filters
Annual Margin Growth: 13.67D/E Ratio: 0.70Gross Margin: 0.68
DE
0.32%(was 0.32%)
Reason: Passed all filters
Annual Margin Growth: 12.46Quarterly Margin Growth: 6.35ROE: 0.79
CB
2.10%(was 2.10%)
Reason: Passed all filters
Annual Margin Growth: 117.84Quarterly Margin Growth: 48.52D/E Ratio: 0.74
MCD
0.22%(was 0.22%)
Reason: Passed all filters
Annual Margin Growth: 5.89D/E Ratio: 0.99Gross Margin: 0.91
NEE
0.46%(was 0.46%)
Reason: Passed all filters
Quarterly Margin Growth: 25.85Annual Margin Growth: 4.96Gross Margin: 0.75
REGN
0.23%(was 0.23%)
Reason: Passed all filters
Gross Margin: 0.93D/E Ratio: 0.87Annual Margin Growth: 3.99
XOM
0.41%(was 0.41%)
Reason: Passed all filters
Annual Margin Growth: 16.01Quarterly Margin Growth: 7.87D/E Ratio: 0.82
BAC
0.22%(was 0.22%)
Reason: Passed all filters
Quarterly Margin Growth: 13.09Gross Margin: 0.85Annual Margin Growth: -3.97
GILD
0.29%(was 0.29%)
Reason: Passed all filters
Annual Margin Growth: 7.47Quarterly Margin Growth: 6.63ROE: 0.70
LIN
0.36%(was 0.36%)
Reason: Passed all filters
Annual Margin Growth: 16.15Quarterly Margin Growth: 4.77D/E Ratio: 0.61
DIS
2.52%(was 2.52%)
Reason: Passed all filters
Quarterly Margin Growth: 235.85Annual Margin Growth: -31.27D/E Ratio: 0.58
AXP
86.40%(was 86.40%)
Reason: Passed all filters
Quarterly Margin Growth: 7246.68Annual Margin Growth: -65.57ROE: 0.59