Rebalance — Jul 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 2023-07-03
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
NFLX
15.46%
6.23
#5
● New
V
15.46%
5.63
#4
● New
NVDA
15.46%
6.23
#1
● Held
AVGO
15.46%
6.47
#3
● Held
META
15.46%
5.75
#2
● Held
Signal Changes
Added (2)
NFLX
15.46%(was 0.00%)
Entered portfolio (rank #5, weight 15.46%), score: 6.23, (was 5.48, change: +0.75)
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.67
V
15.46%(was 0.00%)
Entered portfolio (rank #4, weight 15.46%), score: 5.63, (was 4.37, change: +1.27)
Donchian Trend: 0.90momentum 200 percentile: 0.48volume momentum 60 percentile: 0.86
Removed (2)
LLY
0.00%(was 15.39%)
Removed from portfolio (was rank #5, weight 15.39%), score changed: 6.51 → 5.08 (-1.43)
momentum 200 percentile: 0.76momentum 120 percentile: 0.57Donchian Trend: 0.33
AAPL
0.00%(was 15.39%)
Removed from portfolio (was rank #1, weight 15.39%), score changed: 6.19 → 5.48 (-0.71)
Donchian Trend: 0.62momentum 200 percentile: 0.57momentum 120 percentile: 0.71
Holdings With Score Updates (3)
NVDA
15.46%(was 15.39%)
Improved rank: #2 → #1 (+1), weight: 15.3943% → 15.4592% (+0.0649%, +0.42%), score: 6.75 → 6.23 (-0.52, -7.65%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.38
AVGO
15.46%(was 15.39%)
Improved rank: #4 → #3 (+1), weight: 15.3943% → 15.4592% (+0.0649%, +0.42%), score: 5.48 → 6.47 (+0.99, +18.12%)
momentum 200 percentile: 0.81momentum 120 percentile: 0.86Donchian Trend: 0.57
META
15.46%(was 15.39%)
Improved rank: #3 → #2 (+1), weight: 15.3943% → 15.4592% (+0.0649%, +0.42%), score: 6.27 → 5.75 (-0.52, -8.23%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.90Donchian Trend: 0.52