Rebalance — Apr 24, 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 2023-04-24
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
AVGO
20.00%
6.07
#2
● New
XOM
20.00%
6.11
#5
● New
NVDA
20.00%
6.11
#1
● Held
JPM
20.00%
6.23
#3
● Held
WMT
20.00%
6.67
#4
● Held
Signal Changes
Added (2)
AVGO
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.07, (was 5.44, change: +0.63)
momentum 200 percentile: 0.81momentum 120 percentile: 0.86Donchian Trend: 0.57
XOM
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 6.11, (was 4.52, change: +1.59)
Donchian Trend: 0.90momentum 200 percentile: 0.86momentum 120 percentile: 0.48
Removed (2)
META
0.00%(was 20.00%)
Removed from portfolio (was rank #2, weight 20.00%), score changed: 6.43 → 5.24 (-1.19)
momentum 200 percentile: 0.71momentum 120 percentile: 0.95Donchian Trend: 0.38
V
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.27 → 5.12 (-1.15)
Donchian Trend: 0.67momentum 200 percentile: 0.43momentum 120 percentile: 0.62
Holdings With Score Updates (3)
NVDA
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.55 → 6.11 (-0.44, -6.67%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.43
JPM
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 5.91 → 6.23 (+0.32, +5.37%)
Donchian Trend: 0.81momentum 200 percentile: 0.67momentum 120 percentile: 0.71
WMT
20.00%
Improved rank: #5 → #4 (+1), weight unchanged: 20.0000%, score: 5.63 → 6.67 (+1.03, +18.31%)
Donchian Trend: 0.95momentum 200 percentile: 0.62momentum 120 percentile: 0.52