Rebalance — Jun 30, 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 2025-06-30
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
NVDA
20.00%
6.23
#2
● New
NFLX
20.00%
7.62
#5
● Held
JPM
20.00%
6.31
#4
● Held
META
20.00%
6.35
#3
● Held
MSFT
20.00%
6.11
#1
● Held
Signal Changes
Added (1)
NVDA
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.23, (was 5.32, change: +0.91)
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.67
Removed (1)
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 6.11 → 4.96 (-1.15)
momentum 200 percentile: 0.67Donchian Trend: 0.48momentum 120 percentile: 0.52
Holdings With Score Updates (4)
NFLX
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.46 → 7.62 (+0.16, +2.13%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
JPM
20.00%
Declined rank: #3 → #4 (1), weight unchanged: 20.0000%, score: 6.71 → 6.31 (-0.40, -5.92%)
momentum 200 percentile: 0.76Donchian Trend: 0.71momentum 120 percentile: 0.86
META
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.51 → 6.35 (-0.16, -2.44%)
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.90
MSFT
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.43 → 6.11 (-0.32, -4.94%)
Donchian Trend: 0.76momentum 200 percentile: 0.57momentum 120 percentile: 0.76