Rebalance — Aug 17, 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 2020-08-17
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
16.31%
5.71
#2
● New
NVDA
16.31%
7.74
#3
● Held
AMZN
16.31%
6.67
#4
● Held
AAPL
16.31%
7.26
#1
● Held
HD
16.31%
5.95
#5
● Held
Signal Changes
Added (1)
MSFT
16.31%(was 0.00%)
Entered portfolio (rank #2, weight 16.31%), score: 5.71, (was 4.84, change: +0.87)
momentum 200 percentile: 0.76momentum 120 percentile: 0.71Donchian Trend: 0.48
Removed (1)
META
0.00%(was 16.59%)
Removed from portfolio (was rank #4, weight 16.59%), score changed: 5.60 → 5.44 (-0.16)
momentum 200 percentile: 0.71momentum 120 percentile: 0.81Donchian Trend: 0.33
Holdings With Score Updates (4)
NVDA
16.31%(was 16.59%)
Declined rank: #2 → #3 (1), weight: 16.5939% → 16.3122% (-0.2818%, -1.70%), score: 6.90 → 7.74 (+0.83, +12.07%)
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.95
AMZN
16.31%(was 16.59%)
Declined rank: #3 → #4 (1), weight: 16.5939% → 16.3122% (-0.2818%, -1.70%), score: 6.31 → 6.67 (+0.36, +5.66%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.90Donchian Trend: 0.52
AAPL
16.31%(was 16.59%)
Maintained rank #1, weight: 16.5939% → 16.3122% (-0.2818%, -1.70%), score: 7.22 → 7.26 (+0.04, +0.55%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
HD
16.31%(was 16.59%)
Maintained rank #5, weight: 16.5939% → 16.3122% (-0.2818%, -1.70%), score: 6.19 → 5.95 (-0.24, -3.85%)
Donchian Trend: 0.86momentum 200 percentile: 0.57momentum 120 percentile: 0.67