Rebalance — Nov 24, 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 2025-11-24
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
17.94%
6.51
#3
● Held
CAT
17.94%
6.67
#5
● Held
GOOGL
17.94%
7.66
#1
● Held
AVGO
17.94%
7.02
#2
● Held
JNJ
17.94%
7.06
#4
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
LLY
17.94%(was 18.25%)
Maintained rank #3, weight: 18.2461% → 17.9365% (-0.3096%, -1.70%), score: 6.51 → 6.51 (-0.00, -0.00%)
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.81
CAT
17.94%(was 18.25%)
Maintained rank #5, weight: 18.2461% → 17.9365% (-0.3096%, -1.70%), score: 6.63 → 6.67 (+0.04, +0.60%)
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.90
GOOGL
17.94%(was 18.25%)
Maintained rank #1, weight: 18.2461% → 17.9365% (-0.3096%, -1.70%), score: 6.94 → 7.66 (+0.71, +10.29%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
AVGO
17.94%(was 18.25%)
Maintained rank #2, weight: 18.2461% → 17.9365% (-0.3096%, -1.70%), score: 6.51 → 7.02 (+0.52, +7.93%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
JNJ
17.94%(was 18.25%)
Maintained rank #4, weight: 18.2461% → 17.9365% (-0.3096%, -1.70%), score: 7.18 → 7.06 (-0.12, -1.66%)
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.71