Rebalance — Jun 15, 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 2020-06-15
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
NFLX
16.52%
6.51
#5
● New
META
16.52%
6.94
#4
● New
NVDA
16.52%
7.86
#2
● Held
AMZN
16.52%
6.94
#3
● Held
AAPL
16.52%
6.90
#1
● Held
Signal Changes
Added (2)
NFLX
16.52%(was 0.00%)
Entered portfolio (rank #5, weight 16.52%), score: 6.51, (was 5.20, change: +1.31)
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.86
META
16.52%(was 0.00%)
Entered portfolio (rank #4, weight 16.52%), score: 6.94, (was 5.36, change: +1.59)
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.71
Removed (2)
HD
0.00%(was 19.55%)
Removed from portfolio (was rank #5, weight 19.55%), score changed: 5.87 → 4.88 (-0.99)
Donchian Trend: 0.52momentum 120 percentile: 0.67momentum 200 percentile: 0.43
MSFT
0.00%(was 19.55%)
Removed from portfolio (was rank #2, weight 19.55%), score changed: 6.31 → 6.11 (-0.20)
momentum 200 percentile: 0.76Donchian Trend: 0.71momentum 120 percentile: 0.76
Holdings With Score Updates (3)
NVDA
16.52%(was 19.55%)
Improved rank: #3 → #2 (+1), weight: 19.5525% → 16.5159% (-3.0366%, -15.53%), score: 6.03 → 7.86 (+1.83, +30.26%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
AMZN
16.52%(was 19.55%)
Improved rank: #4 → #3 (+1), weight: 19.5525% → 16.5159% (-3.0366%, -15.53%), score: 7.30 → 6.94 (-0.36, -4.89%)
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.90
AAPL
16.52%(was 19.55%)
Maintained rank #1, weight: 19.5525% → 16.5159% (-3.0366%, -15.53%), score: 6.67 → 6.90 (+0.24, +3.57%)
momentum 200 percentile: 0.90Donchian Trend: 0.90momentum 120 percentile: 0.81