Rebalance — Sep 22, 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 2025-09-22
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%
5.95
#5
● New
NVDA
20.00%
6.39
#1
● Held
CAT
20.00%
6.90
#4
● Held
GOOGL
20.00%
7.22
#2
● Held
JPM
20.00%
5.91
#3
● Held
Signal Changes
Added (1)
SPY
20.00%(was 0.00%)
Entered portfolio (rank #5, weight 20.00%), score: 5.95, (was 5.71, change: +0.24)
Donchian Trend: 0.95momentum 200 percentile: 0.48momentum 120 percentile: 0.52
Removed (1)
AVGO
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.59 → 5.60 (-0.99)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95momentum 60 percentile: 0.86
Holdings With Score Updates (4)
NVDA
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 5.83 → 6.39 (+0.56, +9.52%)
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.90
CAT
20.00%
Improved rank: #5 → #4 (+1), weight unchanged: 20.0000%, score: 5.83 → 6.90 (+1.07, +18.37%)
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.81
GOOGL
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 7.62 → 7.22 (-0.40, -5.21%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
JPM
20.00%
Improved rank: #4 → #3 (+1), weight unchanged: 20.0000%, score: 6.39 → 5.91 (-0.48, -7.45%)
momentum 200 percentile: 0.71Donchian Trend: 0.71momentum 120 percentile: 0.62