Rebalance — Dec 01, 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 2025-12-01
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
AAPL
18.12%
6.59
#1
● New
CAT
18.12%
6.71
#5
● Held
GOOGL
18.12%
6.94
#2
● Held
AVGO
18.12%
6.90
#3
● Held
JNJ
18.12%
6.98
#4
● Held
Signal Changes
Added (1)
AAPL
18.12%(was 0.00%)
Entered portfolio (rank #1, weight 18.12%), score: 6.59, (was 6.15, change: +0.44)
Donchian Trend: 0.95momentum 200 percentile: 0.62momentum 120 percentile: 0.81
Removed (1)
LLY
0.00%(was 17.94%)
Removed from portfolio (was rank #3, weight 17.94%), score changed: 6.51 → 5.63 (-0.87)
momentum 200 percentile: 0.71Donchian Trend: 0.62momentum 120 percentile: 0.71
Holdings With Score Updates (4)
CAT
18.12%(was 17.94%)
Maintained rank #5, weight: 17.9365% → 18.1239% (+0.1874%, +1.05%), score: 6.67 → 6.71 (+0.04, +0.60%)
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.90
GOOGL
18.12%(was 17.94%)
Declined rank: #1 → #2 (1), weight: 17.9365% → 18.1239% (+0.1874%, +1.05%), score: 7.66 → 6.94 (-0.71, -9.33%)
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95
AVGO
18.12%(was 17.94%)
Declined rank: #2 → #3 (1), weight: 17.9365% → 18.1239% (+0.1874%, +1.05%), score: 7.02 → 6.90 (-0.12, -1.69%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
JNJ
18.12%(was 17.94%)
Maintained rank #4, weight: 17.9365% → 18.1239% (+0.1874%, +1.05%), score: 7.06 → 6.98 (-0.08, -1.12%)
Donchian Trend: 0.81momentum 200 percentile: 0.76momentum 120 percentile: 0.76