Rebalance — Sep 08, 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 2025-09-08
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
NFLX
20.00%
5.60
#5
● New
HD
20.00%
5.56
#4
● New
WMT
20.00%
5.60
#3
● New
AVGO
20.00%
6.87
#2
● Held
GOOGL
20.00%
7.22
#1
● Held
Signal Changes
Added (3)
NFLX
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 5.60, (was 4.64, change: +0.95)
momentum 200 percentile: 0.90Donchian Trend: 0.57momentum 120 percentile: 0.81
HD
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 5.56, (was 4.48, change: +1.07)
Donchian Trend: 0.95momentum 120 percentile: 0.52volume momentum 60 percentile: 0.81
WMT
20.00%(was 0.00%)
Entered portfolio (rank #3, weight 20.00%), score: 5.60, (was 2.70, change: +2.90)
momentum 200 percentile: 0.76Donchian Trend: 0.71momentum 120 percentile: 0.48
Removed (3)
NVDA
0.00%(was 20.00%)
Removed from portfolio (was rank #1, weight 20.00%), score changed: 6.31 → 4.37 (-1.94)
momentum 200 percentile: 0.62momentum 120 percentile: 0.86momentum 60 percentile: 0.81
CAT
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 6.31 → 4.68 (-1.63)
Donchian Trend: 0.52momentum 120 percentile: 0.62momentum 200 percentile: 0.33
JPM
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 5.95 → 4.80 (-1.15)
momentum 200 percentile: 0.67momentum 120 percentile: 0.71inv volatility 60 percentile: 0.81
Holdings With Score Updates (2)
AVGO
20.00%
Improved rank: #3 → #2 (+1), weight unchanged: 20.0000%, score: 5.63 → 6.87 (+1.23, +21.83%)
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.95
GOOGL
20.00%
Improved rank: #2 → #1 (+1), weight unchanged: 20.0000%, score: 6.67 → 7.22 (+0.56, +8.33%)
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.90