Rebalance — Jun 09, 2025
weekly rebalance · 5 positions · +3 added, −3 removed, 2 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 2025-06-09
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
JPM
20.00%
6.23
#3
● New
META
20.00%
6.31
#2
● New
MSFT
20.00%
5.99
#1
● New
NFLX
20.00%
6.67
#5
● Held
V
20.00%
6.23
#4
● Held
Signal Changes
Added (3)
JPM
20.00%(was 0.00%)
Entered portfolio (rank #3, weight 20.00%), score: 6.23, (was 5.87, change: +0.36)
Donchian Trend: 0.76momentum 200 percentile: 0.67momentum 120 percentile: 0.81
META
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.31, (was 5.79, change: +0.52)
momentum 200 percentile: 0.81Donchian Trend: 0.71momentum 120 percentile: 0.76
MSFT
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 5.99, (was 5.71, change: +0.28)
Donchian Trend: 0.95momentum 200 percentile: 0.48momentum 120 percentile: 0.62
Removed (3)
AVGO
0.00%(was 20.00%)
Removed from portfolio (was rank #1, weight 20.00%), score changed: 6.11 → 5.36 (-0.75)
momentum 200 percentile: 0.90momentum 120 percentile: 0.95momentum 60 percentile: 0.90
COST
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.35 → 4.25 (-2.10)
momentum 200 percentile: 0.57momentum 120 percentile: 0.48inv volatility 60 percentile: 0.86
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.79 → 5.28 (-1.51)
momentum 200 percentile: 0.76Donchian Trend: 0.38momentum 120 percentile: 0.52
Holdings With Score Updates (2)
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 8.02 → 6.67 (-1.35, -16.83%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.90Donchian Trend: 0.48
V
20.00%
Declined rank: #2 → #4 (2), weight unchanged: 20.0000%, score: 6.51 → 6.23 (-0.28, -4.27%)
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.86