Rebalance — May 19, 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 2025-05-19
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
MSFT
20.00%
6.11
#1
● New
WMT
20.00%
6.55
#4
● New
MA
20.00%
6.63
#3
● Held
NFLX
20.00%
7.90
#5
● Held
V
20.00%
7.18
#2
● Held
Signal Changes
Added (2)
MSFT
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 6.11, (was 5.79, change: +0.32)
Donchian Trend: 0.95momentum 120 percentile: 0.71momentum 200 percentile: 0.48
WMT
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 6.55, (was 5.36, change: +1.19)
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.67
Removed (2)
SPY
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 6.03 → 5.40 (-0.63)
Donchian Trend: 0.76momentum 200 percentile: 0.43volume momentum 60 percentile: 0.90
COST
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.27 → 6.07 (-0.20)
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 120 percentile: 0.62
Holdings With Score Updates (3)
MA
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.83 → 6.63 (-0.20, -2.91%)
Donchian Trend: 0.81momentum 200 percentile: 0.71momentum 120 percentile: 0.81
NFLX
20.00%
Declined rank: #4 → #5 (1), weight unchanged: 20.0000%, score: 6.63 → 7.90 (+1.27, +19.16%)
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.90
V
20.00%
Declined rank: #1 → #2 (1), weight unchanged: 20.0000%, score: 7.06 → 7.18 (+0.12, +1.69%)
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.86