Rebalance — Apr 08, 2024
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 2024-04-08
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
16.90%
6.19
#5
● New
AMZN
16.90%
6.19
#2
● New
NVDA
16.90%
6.35
#1
● Held
JPM
16.90%
6.27
#4
● Held
META
16.90%
6.94
#3
● Held
Signal Changes
Added (2)
NFLX
16.90%(was 0.00%)
Entered portfolio (rank #5, weight 16.90%), score: 6.19, (was 5.48, change: +0.71)
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 120 percentile: 0.90
AMZN
16.90%(was 0.00%)
Entered portfolio (rank #2, weight 16.90%), score: 6.19, (was 5.75, change: +0.44)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.76
Removed (2)
CAT
0.00%(was 17.26%)
Removed from portfolio (was rank #5, weight 17.26%), score changed: 6.07 → 5.79 (-0.28)
momentum 200 percentile: 0.76Donchian Trend: 0.67momentum 120 percentile: 0.71
AVGO
0.00%(was 17.26%)
Removed from portfolio (was rank #3, weight 17.26%), score changed: 5.95 → 5.32 (-0.63)
momentum 200 percentile: 0.81momentum 120 percentile: 0.81Donchian Trend: 0.38
Holdings With Score Updates (3)
NVDA
16.90%(was 17.26%)
Maintained rank #1, weight: 17.2565% → 16.9036% (-0.3529%, -2.05%), score: 6.59 → 6.35 (-0.24, -3.61%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.33
JPM
16.90%(was 17.26%)
Maintained rank #4, weight: 17.2565% → 16.9036% (-0.3529%, -2.05%), score: 6.55 → 6.27 (-0.28, -4.24%)
Donchian Trend: 0.81momentum 200 percentile: 0.62momentum 120 percentile: 0.67
META
16.90%(was 17.26%)
Declined rank: #2 → #3 (1), weight: 17.2565% → 16.9036% (-0.3529%, -2.05%), score: 5.79 → 6.94 (+1.15, +19.86%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86