Rebalance — Jun 29, 2020
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2020-06-29
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
AMZN
15.57%
7.18
#4
● Held
NVDA
15.57%
7.42
#3
● Held
MSFT
15.57%
6.63
#2
● Held
NFLX
15.57%
6.79
#5
● Held
AAPL
15.57%
7.22
#1
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
AMZN
15.57%(was 16.32%)
Maintained rank #4, weight: 16.3229% → 15.5704% (-0.7524%, -4.61%), score: 7.10 → 7.18 (+0.08, +1.12%)
Donchian Trend: 0.81momentum 200 percentile: 0.76momentum 120 percentile: 0.90
NVDA
15.57%(was 16.32%)
Maintained rank #3, weight: 16.3229% → 15.5704% (-0.7524%, -4.61%), score: 8.02 → 7.42 (-0.60, -7.43%)
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.95
MSFT
15.57%(was 16.32%)
Maintained rank #2, weight: 16.3229% → 15.5704% (-0.7524%, -4.61%), score: 6.67 → 6.63 (-0.04, -0.60%)
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.81
NFLX
15.57%(was 16.32%)
Maintained rank #5, weight: 16.3229% → 15.5704% (-0.7524%, -4.61%), score: 7.62 → 6.79 (-0.83, -10.94%)
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.86
AAPL
15.57%(was 16.32%)
Maintained rank #1, weight: 16.3229% → 15.5704% (-0.7524%, -4.61%), score: 6.87 → 7.22 (+0.36, +5.20%)
momentum 200 percentile: 0.90Donchian Trend: 0.90momentum 120 percentile: 0.71