Rebalance — Feb 10, 2025
weekly rebalance · 5 positions · +1 added, −1 removed, 4 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 2025-02-10
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
V
20.00%
6.39
#2
● New
NFLX
20.00%
7.62
#5
● Held
META
20.00%
6.90
#1
● Held
COST
20.00%
7.18
#4
● Held
WMT
20.00%
7.42
#3
● Held
Signal Changes
Added (1)
V
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.39, (was 5.95, change: +0.44)
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.71
Removed (1)
JPM
0.00%(was 20.00%)
Removed from portfolio (was rank #2, weight 20.00%), score changed: 6.43 → 6.07 (-0.36)
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.67
Holdings With Score Updates (4)
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.18 → 7.62 (+0.44, +6.08%)
momentum 200 percentile: 0.95Donchian Trend: 0.86momentum 120 percentile: 0.95
META
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.83 → 6.90 (+0.08, +1.16%)
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.81
COST
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.90 → 7.18 (+0.28, +4.02%)
Donchian Trend: 0.95momentum 200 percentile: 0.86momentum 120 percentile: 0.62
WMT
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 7.62 → 7.42 (-0.20, -2.60%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86