Rebalance — Jan 10, 2022
weekly rebalance · 5 positions · +2 added, −2 removed, 3 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 2022-01-10
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
CVX
20.00%
6.39
#5
● New
XOM
20.00%
5.67
#4
● New
AVGO
20.00%
6.27
#2
● Held
AAPL
20.00%
6.35
#1
● Held
COST
20.00%
5.99
#3
● Held
Signal Changes
Added (2)
CVX
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 6.39, (was 5.71, change: +0.67)
Donchian Trend: 0.95momentum 120 percentile: 0.86momentum 200 percentile: 0.48
XOM
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 5.67, (was 4.05, change: +1.63)
Donchian Trend: 0.90momentum 200 percentile: 0.57momentum 120 percentile: 0.71
Removed (2)
HD
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 6.03 → 5.24 (-0.79)
momentum 200 percentile: 0.67momentum 120 percentile: 0.76Donchian Trend: 0.29
UNH
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.19 → 5.08 (-1.11)
momentum 200 percentile: 0.62momentum 120 percentile: 0.62Donchian Trend: 0.38
Holdings With Score Updates (3)
AVGO
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.39 → 6.27 (-0.12, -1.86%)
momentum 200 percentile: 0.71momentum 120 percentile: 0.90Donchian Trend: 0.52
AAPL
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 7.50 → 6.35 (-1.15, -15.34%)
momentum 200 percentile: 0.90Donchian Trend: 0.57momentum 120 percentile: 0.67
COST
20.00%
Improved rank: #4 → #3 (+1), weight unchanged: 20.0000%, score: 7.70 → 5.99 (-1.71, -22.16%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.81momentum 60 percentile: 0.81