Rebalance — Dec 13, 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 2021-12-13
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%
6.67
#2
● New
AVGO
20.00%
6.87
#3
● Held
AAPL
20.00%
6.47
#1
● Held
UNH
20.00%
7.18
#4
● Held
COST
20.00%
7.98
#5
● Held
Signal Changes
Added (1)
MSFT
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.67, (was 5.87, change: +0.79)
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.76
Removed (1)
HD
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 7.54 → 6.39 (-1.15)
momentum 200 percentile: 0.90momentum 120 percentile: 0.81Donchian Trend: 0.52
Holdings With Score Updates (4)
AVGO
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.39 → 6.87 (+0.48, +7.45%)
Donchian Trend: 0.86momentum 200 percentile: 0.67momentum 120 percentile: 0.90
AAPL
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.47 → 6.47 (-0.00, -0.00%)
Donchian Trend: 0.76momentum 200 percentile: 0.71momentum 120 percentile: 0.86
UNH
20.00%
Declined rank: #3 → #4 (1), weight unchanged: 20.0000%, score: 6.90 → 7.18 (+0.28, +4.02%)
Donchian Trend: 0.95momentum 200 percentile: 0.81momentum 120 percentile: 0.71
COST
20.00%
Declined rank: #4 → #5 (1), weight unchanged: 20.0000%, score: 7.58 → 7.98 (+0.40, +5.24%)
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.95