Rebalance — Jun 03, 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 2024-06-03
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
META
18.74%
5.75
#2
● New
JPM
18.74%
5.79
#4
● New
COST
18.74%
6.11
#5
● New
NVDA
18.74%
7.66
#1
● Held
LLY
18.74%
6.23
#3
● Held
Signal Changes
Added (3)
META
18.74%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.90
JPM
18.74%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.57
COST
18.74%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.71momentum 120 percentile: 0.71
Removed (3)
AVGO
0.00%(was 17.42%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.33
NFLX
0.00%(was 17.42%)
Exit reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.57momentum 120 percentile: 0.81
GOOGL
0.00%(was 17.42%)
Exit reason: Passed all filters
momentum 200 percentile: 0.67Donchian Trend: 0.62momentum 120 percentile: 0.67
Holdings With Score Updates (2)
NVDA
18.74%(was 17.42%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
LLY
18.74%(was 17.42%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.76