Rebalance — Jan 06, 2025
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 2025-01-06
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
20.00%
6.47
#3
● New
AMZN
20.00%
6.55
#2
● New
NFLX
20.00%
6.47
#5
● Held
WMT
20.00%
6.79
#4
● Held
GOOGL
20.00%
6.67
#1
● Held
Signal Changes
Added (2)
META
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.81
AMZN
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.71
Removed (2)
JPM
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.57
AAPL
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.48inv volatility 60 percentile: 0.71
Holdings With Score Updates (3)
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.52
WMT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.62momentum 120 percentile: 0.86
GOOGL
20.00%
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.48