Rebalance — Aug 10, 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 2020-08-10
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
HD
16.59%
6.19
#5
● New
NVDA
16.59%
6.90
#2
● Held
AMZN
16.59%
6.31
#3
● Held
AAPL
16.59%
7.22
#1
● Held
META
16.59%
5.60
#4
● Held
Signal Changes
Added (1)
HD
16.59%(was 0.00%)
Entered portfolio (rank #5, weight 16.59%), score: 6.19, (was 5.40, change: +0.79)
Donchian Trend: 0.95momentum 120 percentile: 0.71momentum 200 percentile: 0.48
Removed (1)
MSFT
0.00%(was 16.89%)
Removed from portfolio (was rank #2, weight 16.89%), score changed: 6.87 → 4.84 (-2.02)
momentum 200 percentile: 0.76momentum 120 percentile: 0.62Donchian Trend: 0.24
Holdings With Score Updates (4)
NVDA
16.59%(was 16.89%)
Improved rank: #3 → #2 (+1), weight: 16.8942% → 16.5939% (-0.3003%, -1.78%), score: 7.94 → 6.90 (-1.03, -13.00%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.90Donchian Trend: 0.57
AMZN
16.59%(was 16.89%)
Improved rank: #4 → #3 (+1), weight: 16.8942% → 16.5939% (-0.3003%, -1.78%), score: 6.47 → 6.31 (-0.16, -2.45%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.95Donchian Trend: 0.38
AAPL
16.59%(was 16.89%)
Maintained rank #1, weight: 16.8942% → 16.5939% (-0.3003%, -1.78%), score: 7.06 → 7.22 (+0.16, +2.25%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
META
16.59%(was 16.89%)
Improved rank: #5 → #4 (+1), weight: 16.8942% → 16.5939% (-0.3003%, -1.78%), score: 6.47 → 5.60 (-0.87, -13.50%)
momentum 200 percentile: 0.67momentum 120 percentile: 0.76Donchian Trend: 0.43