Rebalance — May 20, 2024
weekly rebalance · 5 positions · +3 added, −3 removed, 2 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 2024-05-20
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
17.42%
5.83
#4
● New
AVGO
17.42%
6.11
#3
● New
GOOGL
17.42%
6.31
#2
● New
NVDA
17.42%
7.26
#1
● Held
NFLX
17.42%
6.39
#5
● Held
Signal Changes
Added (3)
LLY
17.42%(was 0.00%)
Entered portfolio (rank #4, weight 17.42%), score: 5.83, (was 5.75, change: +0.08)
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.67
AVGO
17.42%(was 0.00%)
Entered portfolio (rank #3, weight 17.42%), score: 6.11, (was 5.87, change: +0.24)
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.90
GOOGL
17.42%(was 0.00%)
Entered portfolio (rank #2, weight 17.42%), score: 6.31, (was 5.28, change: +1.03)
Donchian Trend: 0.86momentum 200 percentile: 0.62momentum 120 percentile: 0.62
Removed (3)
AMZN
0.00%(was 16.29%)
Removed from portfolio (was rank #2, weight 16.29%), score changed: 6.39 → 4.44 (-1.94)
momentum 200 percentile: 0.71momentum 120 percentile: 0.52Donchian Trend: 0.29
META
0.00%(was 16.29%)
Removed from portfolio (was rank #3, weight 16.29%), score changed: 6.90 → 4.29 (-2.62)
momentum 200 percentile: 0.81momentum 120 percentile: 0.81Donchian Trend: 0.19
CAT
0.00%(was 16.29%)
Removed from portfolio (was rank #4, weight 16.29%), score changed: 6.23 → 5.08 (-1.15)
momentum 120 percentile: 0.86momentum 200 percentile: 0.52Donchian Trend: 0.52
Holdings With Score Updates (2)
NVDA
17.42%(was 16.29%)
Maintained rank #1, weight: 16.2888% → 17.4179% (+1.1291%, +6.93%), score: 7.30 → 7.26 (-0.04, -0.54%)
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.95
NFLX
17.42%(was 16.29%)
Maintained rank #5, weight: 16.2888% → 17.4179% (+1.1291%, +6.93%), score: 6.07 → 6.39 (+0.32, +5.23%)
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.76