Rebalance — Jul 17, 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 2023-07-17
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
15.60%
5.99
#1
● New
NVDA
15.60%
6.51
#2
● Held
NFLX
15.60%
5.71
#5
● Held
AVGO
15.60%
7.14
#4
● Held
META
15.60%
6.11
#3
● Held
Signal Changes
Added (1)
AAPL
15.60%(was 0.00%)
Entered portfolio (rank #1, weight 15.60%), score: 5.99, (was 5.20, change: +0.79)
Donchian Trend: 0.90momentum 120 percentile: 0.76momentum 200 percentile: 0.43
Removed (1)
V
0.00%(was 15.60%)
Removed from portfolio (was rank #4, weight 15.60%), score changed: 5.83 → 5.16 (-0.67)
Donchian Trend: 0.67momentum 200 percentile: 0.52volume momentum 60 percentile: 0.86
Holdings With Score Updates (4)
NVDA
15.60%(was 15.60%)
Declined rank: #1 → #2 (1), weight unchanged: 15.5959%, score: 6.71 → 6.51 (-0.20, -2.96%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.48
NFLX
15.60%(was 15.60%)
Maintained rank #5, weight unchanged: 15.5959%, score: 6.47 → 5.71 (-0.75, -11.66%)
momentum 200 percentile: 0.86Donchian Trend: 0.52momentum 120 percentile: 0.62
AVGO
15.60%(was 15.60%)
Declined rank: #3 → #4 (1), weight unchanged: 15.5959%, score: 7.06 → 7.14 (+0.08, +1.12%)
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.86
META
15.60%(was 15.60%)
Declined rank: #2 → #3 (1), weight unchanged: 15.5959%, score: 6.94 → 6.11 (-0.83, -12.00%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.57