Rebalance — Dec 14, 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 2020-12-14
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
CAT
20.00%
7.06
#4
● Held
NVDA
20.00%
6.07
#1
● Held
SPY
20.00%
5.60
#5
● Held
GOOGL
20.00%
5.63
#2
● Held
AVGO
20.00%
7.18
#3
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
CAT
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.63 → 7.06 (+0.44, +6.59%)
Donchian Trend: 0.81momentum 200 percentile: 0.76momentum 120 percentile: 0.95
NVDA
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.15 → 6.07 (-0.08, -1.29%)
momentum 200 percentile: 0.95Donchian Trend: 0.62momentum 120 percentile: 0.90
SPY
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 5.75 → 5.60 (-0.16, -2.76%)
Donchian Trend: 0.76momentum 120 percentile: 0.62momentum 200 percentile: 0.38
GOOGL
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.71 → 5.63 (-1.07, -15.98%)
momentum 200 percentile: 0.67momentum 120 percentile: 0.71Donchian Trend: 0.48
AVGO
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 7.38 → 7.18 (-0.20, -2.69%)
momentum 200 percentile: 0.86Donchian Trend: 0.86momentum 120 percentile: 0.86