Rebalance — Nov 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 2024-11-01
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
PGR
35.93%
81.71
#1
● Held
RTX
20.13%
45.79
#2
● Held
PFE
13.13%
29.85
#3
● Held
GE
3.84%
8.73
#4
● Held
ABBV
3.26%
7.41
#5
● Held
NFLX
3.23%
7.34
#6
● Held
NVDA
3.16%
7.19
#7
● Held
ADP
2.43%
5.52
#8
● Held
LRCX
2.40%
5.45
#9
● Held
REGN
2.19%
4.98
#10
● Held
GOOG
2.15%
4.89
#11
● Held
GOOGL
2.13%
4.84
#12
● Held
UNP
2.06%
4.69
#13
● Held
AMD
1.99%
4.53
#14
● Held
ETN
1.99%
4.52
#15
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (15)
AMD
1.99%(was 1.99%)
Reason: Passed all filters
Annual Margin Growth: 6.56D/E Ratio: 0.92Gross Margin: 0.34
GE
3.84%(was 3.81%)
Reason: Passed all filters
Annual Margin Growth: 17.35ROE: 0.77Quarterly Margin Growth: 3.53
UNP
2.06%(was 2.05%)
Reason: Passed all filters
Annual Margin Growth: 4.93ROE: 0.79Gross Margin: 0.77
GOOG
2.15%(was 2.13%)
Reason: Passed all filters
D/E Ratio: 0.91Gross Margin: 0.81ROE: 0.68
ETN
1.99%(was 1.99%)
Reason: Passed all filters
Annual Margin Growth: 5.57D/E Ratio: 0.59Gross Margin: 0.55
ADP
2.43%(was 2.41%)
Reason: Passed all filters
Annual Margin Growth: 8.75ROE: 0.90Gross Margin: 0.66
NFLX
3.23%(was 3.20%)
Reason: Passed all filters
Annual Margin Growth: 11.37ROE: 0.80Quarterly Margin Growth: 3.53
REGN
2.19%(was 2.17%)
Reason: Passed all filters
Gross Margin: 0.91D/E Ratio: 0.89Annual Margin Growth: 3.72
NVDA
3.16%(was 4.10%)
Reason: Passed all filters
Annual Margin Growth: 9.78Gross Margin: 0.97ROE: 0.96
RTX
20.13%(was 19.92%)
Reason: Passed all filters
Annual Margin Growth: 85.07Quarterly Margin Growth: 70.02D/E Ratio: 0.48
ABBV
3.26%(was 3.23%)
Reason: Passed all filters
Annual Margin Growth: 11.29Quarterly Margin Growth: 7.43ROE: 0.93
LRCX
2.40%(was 2.38%)
Reason: Passed all filters
Annual Margin Growth: 6.68ROE: 0.86Gross Margin: 0.74
PGR
35.93%(was 35.51%)
Reason: Passed all filters
Annual Margin Growth: 186.50Quarterly Margin Growth: 88.86D/E Ratio: 0.77
PFE
13.13%(was 13.00%)
Reason: Passed all filters
Annual Margin Growth: 57.16Quarterly Margin Growth: 37.41Gross Margin: 0.73
GOOGL
2.13%(was 2.11%)
Reason: Passed all filters
D/E Ratio: 0.91Gross Margin: 0.81ROE: 0.68