Rebalance — Jun 26, 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 2023-06-26
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
15.39%
6.19
#1
● New
LLY
15.39%
6.51
#5
● Held
AVGO
15.39%
5.48
#4
● Held
NVDA
15.39%
6.75
#2
● Held
META
15.39%
6.27
#3
● Held
Signal Changes
Added (1)
AAPL
15.39%(was 0.00%)
Entered portfolio (rank #1, weight 15.39%), score: 6.19, (was 5.40, change: +0.79)
Donchian Trend: 0.95momentum 200 percentile: 0.57momentum 120 percentile: 0.76
Removed (1)
NFLX
0.00%(was 16.02%)
Removed from portfolio (was rank #5, weight 16.02%), score changed: 6.71 → 5.48 (-1.23)
momentum 200 percentile: 0.90momentum 120 percentile: 0.71Donchian Trend: 0.43
Holdings With Score Updates (4)
LLY
15.39%(was 16.02%)
Declined rank: #4 → #5 (1), weight: 16.0215% → 15.3943% (-0.6272%, -3.91%), score: 6.15 → 6.51 (+0.36, +5.81%)
Donchian Trend: 0.81momentum 200 percentile: 0.76momentum 120 percentile: 0.57
AVGO
15.39%(was 16.02%)
Declined rank: #3 → #4 (1), weight: 16.0215% → 15.3943% (-0.6272%, -3.91%), score: 5.99 → 5.48 (-0.52, -8.61%)
momentum 200 percentile: 0.81momentum 120 percentile: 0.81volume momentum 60 percentile: 0.95
NVDA
15.39%(was 16.02%)
Declined rank: #1 → #2 (1), weight: 16.0215% → 15.3943% (-0.6272%, -3.91%), score: 6.27 → 6.75 (+0.48, +7.59%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.57
META
15.39%(was 16.02%)
Declined rank: #2 → #3 (1), weight: 16.0215% → 15.3943% (-0.6272%, -3.91%), score: 6.03 → 6.27 (+0.24, +3.95%)
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.90