Rebalance — Jun 01, 2020
weekly rebalance · 5 positions · +2 added, −2 removed, 3 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 2020-06-01
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
META
20.00%
5.83
#5
● New
GOOGL
20.00%
5.79
#3
● New
NVDA
20.00%
6.71
#2
● Held
AAPL
20.00%
6.94
#1
● Held
AMZN
20.00%
7.38
#4
● Held
Signal Changes
Added (2)
META
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.67Donchian Trend: 0.57momentum 120 percentile: 0.62
GOOGL
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.57momentum 120 percentile: 0.52
Removed (2)
MSFT
0.00%(was 16.54%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.52momentum 120 percentile: 0.76
NFLX
0.00%(was 16.54%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.33
Holdings With Score Updates (3)
NVDA
20.00%(was 16.54%)
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.62
AAPL
20.00%(was 16.54%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.71
AMZN
20.00%(was 16.54%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.90