Rebalance — Apr 03, 2023
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 2023-04-03
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%
6.23
#1
● New
V
20.00%
5.95
#5
● New
NVDA
20.00%
7.42
#2
● Held
AVGO
20.00%
6.23
#4
● Held
META
20.00%
6.71
#3
● Held
Signal Changes
Added (2)
AAPL
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 6.23, (was 5.99, change: +0.24)
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.52
V
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 5.95, (was 5.63, change: +0.32)
Donchian Trend: 0.81momentum 200 percentile: 0.57momentum 120 percentile: 0.71
Removed (2)
NFLX
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 6.19 → 5.71 (-0.48)
momentum 200 percentile: 0.95momentum 120 percentile: 0.86Donchian Trend: 0.52
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.23 → 5.71 (-0.52)
momentum 200 percentile: 0.81Donchian Trend: 0.62inv volatility 60 percentile: 0.90
Holdings With Score Updates (3)
NVDA
20.00%
Declined rank: #1 → #2 (1), weight unchanged: 20.0000%, score: 7.30 → 7.42 (+0.12, +1.63%)
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.95
AVGO
20.00%
Declined rank: #3 → #4 (1), weight unchanged: 20.0000%, score: 6.19 → 6.23 (+0.04, +0.64%)
Donchian Trend: 0.76momentum 200 percentile: 0.67momentum 120 percentile: 0.81
META
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.11 → 6.71 (+0.60, +9.74%)
Donchian Trend: 0.90momentum 200 percentile: 0.86momentum 120 percentile: 0.90