Rebalance — Nov 10, 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 2025-11-10
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
JNJ
17.93%
6.11
#4
● New
LLY
17.93%
6.15
#3
● Held
CAT
17.93%
6.79
#5
● Held
GOOGL
17.93%
7.38
#1
● Held
AVGO
17.93%
6.43
#2
● Held
Signal Changes
Added (1)
JNJ
17.93%(was 0.00%)
Entered portfolio (rank #4, weight 17.93%), score: 6.11, (was 5.91, change: +0.20)
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.67
Removed (1)
NVDA
0.00%(was 19.50%)
Removed from portfolio (was rank #1, weight 19.50%), score changed: 6.87 → 5.79 (-1.07)
momentum 200 percentile: 0.81Donchian Trend: 0.57momentum 120 percentile: 0.81
Holdings With Score Updates (4)
LLY
17.93%(was 19.50%)
Improved rank: #4 → #3 (+1), weight: 19.4992% → 17.9297% (-1.5696%, -8.05%), score: 6.23 → 6.15 (-0.08, -1.27%)
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.71
CAT
17.93%(was 19.50%)
Maintained rank #5, weight: 19.4992% → 17.9297% (-1.5696%, -8.05%), score: 7.02 → 6.79 (-0.24, -3.39%)
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.90
GOOGL
17.93%(was 19.50%)
Improved rank: #2 → #1 (+1), weight: 19.4992% → 17.9297% (-1.5696%, -8.05%), score: 6.79 → 7.38 (+0.60, +8.77%)
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.95
AVGO
17.93%(was 19.50%)
Improved rank: #3 → #2 (+1), weight: 19.4992% → 17.9297% (-1.5696%, -8.05%), score: 6.51 → 6.43 (-0.08, -1.22%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.86Donchian Trend: 0.48