Rebalance — May 12, 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 2025-05-12
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
SPY
20.00%
6.03
#5
● New
MA
20.00%
6.83
#2
● Held
NFLX
20.00%
6.63
#4
● Held
V
20.00%
7.06
#1
● Held
COST
20.00%
6.27
#3
● Held
Signal Changes
Added (1)
SPY
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 6.03, (was 5.48, change: +0.56)
Donchian Trend: 0.86momentum 200 percentile: 0.52volume momentum 60 percentile: 0.95
Removed (1)
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 7.42 → 5.36 (-2.06)
momentum 200 percentile: 0.76momentum 120 percentile: 0.81Donchian Trend: 0.29
Holdings With Score Updates (4)
MA
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.67 → 6.83 (+0.16, +2.38%)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.76
NFLX
20.00%
Improved rank: #5 → #4 (+1), weight unchanged: 20.0000%, score: 7.94 → 6.63 (-1.31, -16.50%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.38
V
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.94 → 7.06 (+0.12, +1.71%)
momentum 200 percentile: 0.86Donchian Trend: 0.76momentum 120 percentile: 0.86
COST
20.00%
Improved rank: #4 → #3 (+1), weight unchanged: 20.0000%, score: 6.47 → 6.27 (-0.20, -3.07%)
Donchian Trend: 0.81momentum 200 percentile: 0.62momentum 120 percentile: 0.67