Rebalance — Mar 01, 2024
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 2024-03-01
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
98.11%
12811.61
#1
● Held
DIS
0.91%
119.11
#2
● Held
NVDA
0.13%
16.86
#3
● Held
PGR
0.12%
15.33
#4
● Held
GE
0.09%
11.63
#5
● Held
BLK
0.08%
11.02
#6
● Held
ADP
0.08%
9.80
#7
● Held
RTX
0.07%
9.65
#8
● Held
NEE
0.07%
9.24
#9
● Held
CAT
0.07%
8.68
#10
● Held
HON
0.06%
8.14
#11
● Held
NFLX
0.06%
7.90
#12
● Held
DE
0.05%
6.86
#13
● Held
PG
0.05%
6.30
#14
● Held
ETN
0.05%
6.26
#15
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (15)
BLK
0.08%(was 0.08%)
Reason: Passed all filters
Annual Margin Growth: 20.31Quarterly Margin Growth: 6.59Gross Margin: 0.85
CAT
0.07%(was 0.07%)
Reason: Passed all filters
Annual Margin Growth: 16.75ROE: 0.89Quarterly Margin Growth: 4.42
GE
0.09%(was 0.09%)
Reason: Passed all filters
Annual Margin Growth: 33.90ROE: 0.56D/E Ratio: 0.40
HON
0.06%(was 0.06%)
Reason: Passed all filters
Annual Margin Growth: 16.27ROE: 0.73Quarterly Margin Growth: 3.39
DE
0.05%(was 0.05%)
Reason: Passed all filters
Annual Margin Growth: 14.97ROE: 0.71Gross Margin: 0.47
NEE
0.07%(was 0.07%)
Reason: Passed all filters
Annual Margin Growth: 21.26Quarterly Margin Growth: 4.18Gross Margin: 0.61
ADP
0.08%(was 0.07%)
Reason: Passed all filters
Annual Margin Growth: 17.27Quarterly Margin Growth: 5.78ROE: 0.93
NFLX
0.06%(was 0.06%)
Reason: Passed all filters
Annual Margin Growth: 13.05Quarterly Margin Growth: 7.30ROE: 0.49
NVDA
0.13%(was 0.13%)
Reason: Passed all filters
Annual Margin Growth: 39.70Gross Margin: 0.97ROE: 0.95
RTX
0.07%(was 0.07%)
Reason: Passed all filters
Quarterly Margin Growth: 52.53Annual Margin Growth: -24.79D/E Ratio: 0.44
PGR
0.12%(was 0.12%)
Reason: Passed all filters
Annual Margin Growth: 32.57Quarterly Margin Growth: 10.40ROE: 0.80
ETN
0.05%(was 0.05%)
Reason: Passed all filters
Annual Margin Growth: 10.31D/E Ratio: 0.57Gross Margin: 0.56
PG
0.05%(was 0.05%)
Reason: Passed all filters
Annual Margin Growth: 9.62ROE: 0.67Gross Margin: 0.57
DIS
0.91%(was 0.91%)
Reason: Passed all filters
Annual Margin Growth: 407.76D/E Ratio: 0.60Quarterly Margin Growth: 2.91
AXP
98.11%(was 98.11%)
Reason: Passed all filters
Annual Margin Growth: 44837.83Quarterly Margin Growth: -4.93ROE: 0.65