Rebalance — Jul 13, 2020
weekly rebalance · 5 positions · +1 added, −1 removed, 4 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 2020-07-13
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
14.95%
6.15
#4
● New
NVDA
14.95%
6.43
#2
● Held
AMZN
14.95%
6.90
#3
● Held
AAPL
14.95%
6.94
#1
● Held
NFLX
14.95%
6.35
#5
● Held
Signal Changes
Added (1)
META
14.95%(was 0.00%)
Entered portfolio (rank #4, weight 14.95%), score: 6.15, (was 5.91, change: +0.24)
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.62
Removed (1)
MSFT
0.00%(was 15.05%)
Removed from portfolio (was rank #2, weight 15.05%), score changed: 6.79 → 5.20 (-1.59)
momentum 200 percentile: 0.76momentum 120 percentile: 0.81Donchian Trend: 0.33
Holdings With Score Updates (4)
NVDA
14.95%(was 15.05%)
Improved rank: #3 → #2 (+1), weight: 15.0487% → 14.9548% (-0.0938%, -0.62%), score: 7.46 → 6.43 (-1.03, -13.83%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.90Donchian Trend: 0.38
AMZN
14.95%(was 15.05%)
Improved rank: #4 → #3 (+1), weight: 15.0487% → 14.9548% (-0.0938%, -0.62%), score: 7.90 → 6.90 (-0.99, -12.56%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.95Donchian Trend: 0.62
AAPL
14.95%(was 15.05%)
Maintained rank #1, weight: 15.0487% → 14.9548% (-0.0938%, -0.62%), score: 6.90 → 6.94 (+0.04, +0.57%)
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.76
NFLX
14.95%(was 15.05%)
Maintained rank #5, weight: 15.0487% → 14.9548% (-0.0938%, -0.62%), score: 7.30 → 6.35 (-0.95, -13.04%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.86Donchian Trend: 0.48