Rebalance — Feb 14, 2022
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 2022-02-14
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
UNH
19.38%
6.23
#2
● Held
CVX
19.38%
7.54
#5
● Held
XOM
19.38%
7.74
#4
● Held
AAPL
19.38%
6.87
#1
● Held
COST
19.38%
6.63
#3
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
UNH
19.38%(was 19.49%)
Maintained rank #2, weight: 19.4866% → 19.3779% (-0.1087%, -0.56%), score: 6.35 → 6.23 (-0.12, -1.88%)
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 120 percentile: 0.71
CVX
19.38%(was 19.49%)
Maintained rank #5, weight: 19.4866% → 19.3779% (-0.1087%, -0.56%), score: 7.34 → 7.54 (+0.20, +2.70%)
Donchian Trend: 0.95momentum 200 percentile: 0.86momentum 120 percentile: 0.90
XOM
19.38%(was 19.49%)
Maintained rank #4, weight: 19.4866% → 19.3779% (-0.1087%, -0.56%), score: 7.74 → 7.74 (+0.00, +0.00%)
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.95
AAPL
19.38%(was 19.49%)
Maintained rank #1, weight: 19.4866% → 19.3779% (-0.1087%, -0.56%), score: 6.43 → 6.87 (+0.44, +6.79%)
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.81
COST
19.38%(was 19.49%)
Maintained rank #3, weight: 19.4866% → 19.3779% (-0.1087%, -0.56%), score: 6.63 → 6.63 (+0.00, +0.00%)
momentum 200 percentile: 0.90Donchian Trend: 0.62momentum 120 percentile: 0.76