Rebalance — Jul 20, 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 2020-07-20
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
MSFT
16.16%
6.07
#2
● New
NVDA
16.16%
7.34
#3
● Held
AMZN
16.16%
6.55
#4
● Held
AAPL
16.16%
6.94
#1
● Held
META
16.16%
6.47
#5
● Held
Signal Changes
Added (1)
MSFT
16.16%(was 0.00%)
Entered portfolio (rank #2, weight 16.16%), score: 6.07, (was 5.20, change: +0.87)
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.81
Removed (1)
NFLX
0.00%(was 14.95%)
Removed from portfolio (was rank #5, weight 14.95%), score changed: 6.35 → 5.28 (-1.07)
momentum 200 percentile: 0.90momentum 120 percentile: 0.86volume momentum 60 percentile: 0.81
Holdings With Score Updates (4)
NVDA
16.16%(was 14.95%)
Declined rank: #2 → #3 (1), weight: 14.9548% → 16.1567% (+1.2018%, +8.04%), score: 6.43 → 7.34 (+0.91, +14.20%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.90
AMZN
16.16%(was 14.95%)
Declined rank: #3 → #4 (1), weight: 14.9548% → 16.1567% (+1.2018%, +8.04%), score: 6.90 → 6.55 (-0.36, -5.17%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.95Donchian Trend: 0.48
AAPL
16.16%(was 14.95%)
Maintained rank #1, weight: 14.9548% → 16.1567% (+1.2018%, +8.04%), score: 6.94 → 6.94 (+0.00, +0.00%)
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.76
META
16.16%(was 14.95%)
Declined rank: #4 → #5 (1), weight: 14.9548% → 16.1567% (+1.2018%, +8.04%), score: 6.15 → 6.47 (+0.32, +5.16%)
Donchian Trend: 0.81momentum 200 percentile: 0.67momentum 120 percentile: 0.62