Rebalance — May 22, 2023
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 2023-05-22
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
LLY
20.00%
5.91
#5
● Held
NVDA
20.00%
7.02
#2
● Held
META
20.00%
6.51
#3
● Held
MSFT
20.00%
6.35
#1
● Held
AVGO
20.00%
6.55
#4
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
LLY
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 6.90 → 5.91 (-0.99, -14.37%)
momentum 200 percentile: 0.81Donchian Trend: 0.43momentum 120 percentile: 0.57
NVDA
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 7.30 → 7.02 (-0.28, -3.80%)
momentum 200 percentile: 0.95Donchian Trend: 0.86momentum 120 percentile: 0.90
META
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.90 → 6.51 (-0.40, -5.75%)
momentum 200 percentile: 0.86Donchian Trend: 0.76momentum 120 percentile: 0.95
MSFT
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 5.79 → 6.35 (+0.56, +9.59%)
Donchian Trend: 0.95momentum 120 percentile: 0.86momentum 200 percentile: 0.52
AVGO
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.83 → 6.55 (-0.28, -4.07%)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.76