Rebalance — Nov 17, 2025
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2025-11-17
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
LLY
18.25%
6.51
#3
● Held
CAT
18.25%
6.63
#5
● Held
GOOGL
18.25%
6.94
#1
● Held
AVGO
18.25%
6.51
#2
● Held
JNJ
18.25%
7.18
#4
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
LLY
18.25%(was 17.93%)
Maintained rank #3, weight: 17.9297% → 18.2461% (+0.3164%, +1.76%), score: 6.15 → 6.51 (+0.36, +5.81%)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.81
CAT
18.25%(was 17.93%)
Maintained rank #5, weight: 17.9297% → 18.2461% (+0.3164%, +1.76%), score: 6.79 → 6.63 (-0.16, -2.34%)
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.90
GOOGL
18.25%(was 17.93%)
Maintained rank #1, weight: 17.9297% → 18.2461% (+0.3164%, +1.76%), score: 7.38 → 6.94 (-0.44, -5.91%)
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.95
AVGO
18.25%(was 17.93%)
Maintained rank #2, weight: 17.9297% → 18.2461% (+0.3164%, +1.76%), score: 6.43 → 6.51 (+0.08, +1.23%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.86Donchian Trend: 0.57
JNJ
18.25%(was 17.93%)
Maintained rank #4, weight: 17.9297% → 18.2461% (+0.3164%, +1.76%), score: 6.11 → 7.18 (+1.07, +17.53%)
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.67