Rebalance — Feb 12, 2024
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2024-02-12
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
LLY
20.00%
6.63
#4
● Held
NVDA
20.00%
6.71
#1
● Held
META
20.00%
6.11
#2
● Held
AVGO
20.00%
6.43
#3
● Held
COST
20.00%
6.51
#5
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
LLY
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.55 → 6.63 (+0.08, +1.21%)
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.76
NVDA
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 7.34 → 6.71 (-0.63, -8.65%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.90
META
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.03 → 6.11 (+0.08, +1.32%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.95Donchian Trend: 0.57
AVGO
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.67 → 6.43 (-0.24, -3.57%)
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.52
COST
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 6.67 → 6.51 (-0.16, -2.38%)
Donchian Trend: 0.81momentum 200 percentile: 0.62momentum 120 percentile: 0.71