Rebalance — Dec 23, 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 2024-12-23
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
MA
20.00%
6.03
#4
● New
V
20.00%
6.19
#3
● New
NFLX
20.00%
7.26
#5
● Held
GOOGL
20.00%
6.35
#2
● Held
AAPL
20.00%
6.79
#1
● Held
Signal Changes
Added (2)
MA
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 6.03, (was 5.28, change: +0.75)
Donchian Trend: 0.71momentum 120 percentile: 0.86momentum 200 percentile: 0.48
V
20.00%(was 0.00%)
Entered portfolio (rank #3, weight 20.00%), score: 6.19, (was 4.92, change: +1.27)
Donchian Trend: 0.90momentum 120 percentile: 0.81momentum 200 percentile: 0.52
Removed (2)
AMZN
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.71 → 5.87 (-0.83)
Donchian Trend: 0.76momentum 200 percentile: 0.71momentum 120 percentile: 0.57
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.79 → 5.95 (-0.83)
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.29
Holdings With Score Updates (3)
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 6.67 → 7.26 (+0.60, +8.93%)
momentum 200 percentile: 0.95Donchian Trend: 0.81momentum 120 percentile: 0.95
GOOGL
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.55 → 6.35 (-0.20, -3.03%)
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 60 percentile: 0.81
AAPL
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.51 → 6.79 (+0.28, +4.27%)
Donchian Trend: 0.95momentum 200 percentile: 0.86momentum 120 percentile: 0.67