Rebalance — Jul 19, 2021
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 2021-07-19
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
20.00%
6.55
#1
● New
LLY
20.00%
6.47
#4
● Held
GOOGL
20.00%
7.26
#3
● Held
UNH
20.00%
5.75
#5
● Held
NVDA
20.00%
6.47
#2
● Held
Signal Changes
Added (1)
MSFT
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 6.55, (was 5.63, change: +0.91)
Donchian Trend: 0.86momentum 200 percentile: 0.62momentum 120 percentile: 0.76
Removed (1)
META
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 5.71 → 4.76 (-0.95)
momentum 120 percentile: 0.81momentum 200 percentile: 0.52momentum 60 percentile: 0.86
Holdings With Score Updates (4)
LLY
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.15 → 6.47 (+0.32, +5.16%)
Donchian Trend: 0.90momentum 200 percentile: 0.86momentum 60 percentile: 0.90
GOOGL
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 7.46 → 7.26 (-0.20, -2.66%)
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.90
UNH
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 6.39 → 5.75 (-0.63, -9.94%)
Donchian Trend: 0.62momentum 200 percentile: 0.57momentum 120 percentile: 0.71
NVDA
20.00%
Declined rank: #1 → #2 (1), weight unchanged: 20.0000%, score: 7.10 → 6.47 (-0.63, -8.94%)
momentum 200 percentile: 0.76momentum 120 percentile: 0.95Donchian Trend: 0.57