Rebalance — Oct 27, 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 2025-10-27
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
19.77%
6.35
#1
● New
CAT
19.77%
6.98
#4
● Held
GOOGL
19.77%
6.75
#2
● Held
SPY
19.77%
6.51
#5
● Held
AVGO
19.77%
7.34
#3
● Held
Signal Changes
Added (1)
NVDA
19.77%(was 0.00%)
Entered portfolio (rank #1, weight 19.77%), score: 6.35, (was 5.52, change: +0.83)
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.90
Removed (1)
JNJ
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 7.02 → 6.03 (-0.99)
momentum 200 percentile: 0.76momentum 120 percentile: 0.67Donchian Trend: 0.43
Holdings With Score Updates (4)
CAT
19.77%(was 20.00%)
Maintained rank #4, weight: 20.0000% → 19.7706% (-0.2294%, -1.15%), score: 7.42 → 6.98 (-0.44, -5.88%)
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.81
GOOGL
19.77%(was 20.00%)
Declined rank: #1 → #2 (1), weight: 20.0000% → 19.7706% (-0.2294%, -1.15%), score: 6.71 → 6.75 (+0.04, +0.59%)
momentum 200 percentile: 0.86Donchian Trend: 0.86momentum 120 percentile: 0.86
SPY
19.77%(was 20.00%)
Maintained rank #5, weight: 20.0000% → 19.7706% (-0.2294%, -1.15%), score: 6.03 → 6.51 (+0.48, +7.89%)
Donchian Trend: 0.95momentum 200 percentile: 0.52momentum 120 percentile: 0.52
AVGO
19.77%(was 20.00%)
Declined rank: #2 → #3 (1), weight: 20.0000% → 19.7706% (-0.2294%, -1.15%), score: 6.87 → 7.34 (+0.48, +6.94%)
momentum 200 percentile: 0.95Donchian Trend: 0.81momentum 120 percentile: 0.95