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
JPM
18.74%
5.79
#4
● New
META
18.74%
5.75
#2
● New
COST
18.74%
6.11
#5
● New
LLY
18.74%
6.23
#3
● Held
NVDA
18.74%
7.66
#1
● Held
Signal Changes
Added (3)
JPM
18.74%(was 0.00%)
Entered portfolio (rank #4, weight 18.74%), score: 5.79, (was 3.97, change: +1.83)
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.57
META
18.74%(was 0.00%)
Entered portfolio (rank #2, weight 18.74%), score: 5.75, (was 4.29, change: +1.47)
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.90
COST
18.74%(was 0.00%)
Entered portfolio (rank #5, weight 18.74%), score: 6.11, (was 5.63, change: +0.48)
Donchian Trend: 0.81momentum 200 percentile: 0.71momentum 120 percentile: 0.71
Removed (3)
NFLX
0.00%(was 17.42%)
Removed from portfolio (was rank #5, weight 17.42%), score changed: 6.39 → 5.40 (-0.99)
momentum 200 percentile: 0.81Donchian Trend: 0.57momentum 120 percentile: 0.81
GOOGL
0.00%(was 17.42%)
Removed from portfolio (was rank #2, weight 17.42%), score changed: 6.31 → 5.67 (-0.63)
momentum 200 percentile: 0.67Donchian Trend: 0.62momentum 120 percentile: 0.67
AVGO
0.00%(was 17.42%)
Removed from portfolio (was rank #3, weight 17.42%), score changed: 6.11 → 4.80 (-1.31)
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.33
Holdings With Score Updates (2)
LLY
18.74%(was 17.42%)
Improved rank: #4 → #3 (+1), weight: 17.4179% → 18.7447% (+1.3268%, +7.62%), score: 5.83 → 6.23 (+0.40, +6.80%)
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.76
NVDA
18.74%(was 17.42%)
Maintained rank #1, weight: 17.4179% → 18.7447% (+1.3268%, +7.62%), score: 7.26 → 7.66 (+0.40, +5.46%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95