Rebalance — Jun 12, 2023
weekly rebalance · 5 positions · +1 added, −1 removed, 4 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 2023-06-12
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
16.02%
5.99
#3
● New
LLY
16.02%
6.15
#4
● Held
NFLX
16.02%
6.71
#5
● Held
NVDA
16.02%
6.27
#1
● Held
META
16.02%
6.03
#2
● Held
Signal Changes
Added (1)
AVGO
16.02%(was 0.00%)
Entered portfolio (rank #3, weight 16.02%), score: 5.99, (was 5.40, change: +0.60)
momentum 200 percentile: 0.81momentum 120 percentile: 0.86Donchian Trend: 0.38
Removed (1)
MSFT
0.00%(was 16.48%)
Removed from portfolio (was rank #1, weight 16.48%), score changed: 6.67 → 4.96 (-1.71)
momentum 200 percentile: 0.62Donchian Trend: 0.48momentum 120 percentile: 0.62
Holdings With Score Updates (4)
LLY
16.02%(was 16.48%)
Maintained rank #4, weight: 16.4781% → 16.0215% (-0.4566%, -2.77%), score: 6.31 → 6.15 (-0.16, -2.52%)
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.57
NFLX
16.02%(was 16.48%)
Maintained rank #5, weight: 16.4781% → 16.0215% (-0.4566%, -2.77%), score: 5.83 → 6.71 (+0.87, +14.97%)
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.81
NVDA
16.02%(was 16.48%)
Improved rank: #2 → #1 (+1), weight: 16.4781% → 16.0215% (-0.4566%, -2.77%), score: 6.51 → 6.27 (-0.24, -3.66%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.43
META
16.02%(was 16.48%)
Improved rank: #3 → #2 (+1), weight: 16.4781% → 16.0215% (-0.4566%, -2.77%), score: 6.79 → 6.03 (-0.75, -11.11%)
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.90