Rebalance — Oct 09, 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 2023-10-09
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
18.64%
5.71
#4
● New
LLY
18.64%
7.02
#5
● Held
GOOGL
18.64%
6.83
#2
● Held
NVDA
18.64%
6.94
#1
● Held
META
18.64%
6.94
#3
● Held
Signal Changes
Added (1)
AVGO
18.64%(was 0.00%)
Entered portfolio (rank #4, weight 18.64%), score: 5.71, (was 5.71, change: -0.00)
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.81
Removed (1)
COST
0.00%(was 19.54%)
Removed from portfolio (was rank #5, weight 19.54%), score changed: 6.35 → 5.08 (-1.27)
momentum 200 percentile: 0.52Donchian Trend: 0.52momentum 120 percentile: 0.52
Holdings With Score Updates (4)
LLY
18.64%(was 19.54%)
Declined rank: #4 → #5 (1), weight: 19.5358% → 18.6366% (-0.8992%, -4.60%), score: 6.07 → 7.02 (+0.95, +15.69%)
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.90
GOOGL
18.64%(was 19.54%)
Maintained rank #2, weight: 19.5358% → 18.6366% (-0.8992%, -4.60%), score: 6.35 → 6.83 (+0.48, +7.50%)
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.76
NVDA
18.64%(was 19.54%)
Maintained rank #1, weight: 19.5358% → 18.6366% (-0.8992%, -4.60%), score: 6.98 → 6.94 (-0.04, -0.57%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.95
META
18.64%(was 19.54%)
Maintained rank #3, weight: 19.5358% → 18.6366% (-0.8992%, -4.60%), score: 7.26 → 6.94 (-0.32, -4.37%)
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.86