Rebalance — Sep 15, 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 2025-09-15
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%
5.83
#1
● New
CAT
20.00%
5.83
#5
● New
JPM
20.00%
6.39
#4
● New
AVGO
20.00%
6.59
#3
● Held
GOOGL
20.00%
7.62
#2
● Held
Signal Changes
Added (3)
NVDA
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 5.83, (was 4.37, change: +1.47)
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.86
CAT
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 5.83, (was 4.68, change: +1.15)
Donchian Trend: 0.76momentum 120 percentile: 0.76momentum 200 percentile: 0.38
JPM
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 6.39, (was 4.80, change: +1.59)
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.71
Removed (3)
NFLX
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 5.60 → 3.77 (-1.83)
momentum 200 percentile: 0.81momentum 120 percentile: 0.67inv volatility 60 percentile: 0.33
HD
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 5.56 → 5.12 (-0.44)
Donchian Trend: 0.71momentum 120 percentile: 0.52volume momentum 60 percentile: 0.90
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 5.60 → 5.40 (-0.20)
Donchian Trend: 0.81momentum 200 percentile: 0.57momentum 120 percentile: 0.57
Holdings With Score Updates (2)
AVGO
20.00%
Declined rank: #2 → #3 (1), weight unchanged: 20.0000%, score: 6.87 → 6.59 (-0.28, -4.05%)
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95
GOOGL
20.00%
Declined rank: #1 → #2 (1), weight unchanged: 20.0000%, score: 7.22 → 7.62 (+0.40, +5.49%)
momentum 200 percentile: 0.90Donchian Trend: 0.90momentum 120 percentile: 0.90