Rebalance — May 05, 2025
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2025-05-05
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%
6.67
#2
● Held
NFLX
20.00%
7.94
#5
● Held
V
20.00%
6.94
#1
● Held
WMT
20.00%
7.42
#3
● Held
COST
20.00%
6.47
#4
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
MA
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 5.99 → 6.67 (+0.67, +11.26%)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.71
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 8.17 → 7.94 (-0.24, -2.91%)
momentum 200 percentile: 0.95Donchian Trend: 0.86momentum 120 percentile: 0.95
V
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 7.26 → 6.94 (-0.32, -4.37%)
momentum 200 percentile: 0.76Donchian Trend: 0.76momentum 120 percentile: 0.86
WMT
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 7.54 → 7.42 (-0.12, -1.58%)
momentum 200 percentile: 0.90Donchian Trend: 0.81momentum 120 percentile: 0.90
COST
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.03 → 6.47 (+0.44, +7.24%)
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 120 percentile: 0.81