Rebalance — Jul 14, 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 2025-07-14
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%
6.07
#5
● New
NVDA
20.00%
6.43
#2
● Held
AVGO
20.00%
6.23
#3
● Held
JPM
20.00%
6.27
#4
● Held
MSFT
20.00%
6.23
#1
● Held
Signal Changes
Added (1)
SPY
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 6.07, (was 5.28, change: +0.79)
Donchian Trend: 0.95momentum 200 percentile: 0.43inv volatility 60 percentile: 0.95
Removed (1)
NFLX
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 6.59 → 5.99 (-0.60)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.38
Holdings With Score Updates (4)
NVDA
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.07 → 6.43 (+0.36, +5.88%)
momentum 200 percentile: 0.86Donchian Trend: 0.76momentum 120 percentile: 0.90
AVGO
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.31 → 6.23 (-0.08, -1.26%)
momentum 200 percentile: 0.90Donchian Trend: 0.71momentum 120 percentile: 0.76
JPM
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.83 → 6.27 (-0.56, -8.14%)
momentum 200 percentile: 0.81Donchian Trend: 0.67momentum 120 percentile: 0.71
MSFT
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.39 → 6.23 (-0.16, -2.48%)
Donchian Trend: 0.86momentum 200 percentile: 0.57momentum 120 percentile: 0.81