Rebalance — Dec 06, 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 2021-12-06
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
AAPL
20.00%
6.47
#1
● New
HD
20.00%
7.54
#5
● Held
AVGO
20.00%
6.39
#2
● Held
UNH
20.00%
6.90
#3
● Held
COST
20.00%
7.58
#4
● Held
Signal Changes
Added (1)
AAPL
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 6.47, (was 5.63, change: +0.83)
Donchian Trend: 0.76momentum 200 percentile: 0.71momentum 120 percentile: 0.86
Removed (1)
MSFT
0.00%(was 20.00%)
Removed from portfolio (was rank #1, weight 20.00%), score changed: 6.27 → 5.87 (-0.40)
momentum 200 percentile: 0.76momentum 120 percentile: 0.81Donchian Trend: 0.48
Holdings With Score Updates (4)
HD
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.22 → 7.54 (+0.32, +4.40%)
momentum 200 percentile: 0.90Donchian Trend: 0.90momentum 120 percentile: 0.90
AVGO
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.15 → 6.39 (+0.24, +3.87%)
Donchian Trend: 0.86momentum 200 percentile: 0.57momentum 120 percentile: 0.71
UNH
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.11 → 6.90 (+0.79, +12.99%)
Donchian Trend: 0.95momentum 200 percentile: 0.86momentum 120 percentile: 0.62
COST
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 8.17 → 7.58 (-0.60, -7.28%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.95