Rebalance — Dec 16, 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 2024-12-16
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
GOOGL
20.00%
6.55
#2
● New
WMT
20.00%
6.79
#4
● New
NFLX
20.00%
6.67
#5
● Held
AMZN
20.00%
6.71
#3
● Held
AAPL
20.00%
6.51
#1
● Held
Signal Changes
Added (2)
GOOGL
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.55, (was 4.48, change: +2.06)
momentum 200 percentile: 0.86Donchian Trend: 0.86momentum 60 percentile: 0.81
WMT
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 6.79, (was 4.80, change: +1.98)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.48
Removed (2)
META
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.03 → 5.36 (-0.67)
momentum 200 percentile: 0.62momentum 120 percentile: 0.86Donchian Trend: 0.52
COST
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.39 → 5.87 (-0.52)
momentum 200 percentile: 0.76Donchian Trend: 0.67momentum 120 percentile: 0.52
Holdings With Score Updates (3)
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.38 → 6.67 (-0.71, -9.68%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.57
AMZN
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.79 → 6.71 (-0.08, -1.17%)
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.76
AAPL
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.59 → 6.51 (-0.08, -1.20%)
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.67