Rebalance — Aug 25, 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 2025-08-25
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
CAT
20.00%
6.31
#5
● New
JPM
20.00%
5.95
#4
● New
NVDA
20.00%
6.31
#1
● Held
AVGO
20.00%
5.63
#3
● Held
GOOGL
20.00%
6.67
#2
● Held
Signal Changes
Added (2)
CAT
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 6.31, (was 4.13, change: +2.18)
Donchian Trend: 0.81momentum 120 percentile: 0.86momentum 200 percentile: 0.43
JPM
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 5.95, (was 5.52, change: +0.44)
momentum 200 percentile: 0.81Donchian Trend: 0.57momentum 120 percentile: 0.67
Removed (2)
NFLX
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 5.79 → 4.64 (-1.15)
momentum 200 percentile: 0.90momentum 120 percentile: 0.76Donchian Trend: 0.24
SPY
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 5.75 → 5.40 (-0.36)
Donchian Trend: 0.86momentum 200 percentile: 0.38momentum 120 percentile: 0.52
Holdings With Score Updates (3)
NVDA
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.67 → 6.31 (-0.36, -5.36%)
momentum 200 percentile: 0.76Donchian Trend: 0.76momentum 120 percentile: 0.90
AVGO
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.43 → 5.63 (-0.79, -12.35%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95momentum 60 percentile: 0.86
GOOGL
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 6.47 → 6.67 (+0.20, +3.07%)
Donchian Trend: 0.95momentum 200 percentile: 0.67momentum 120 percentile: 0.71