Rebalance — Dec 15, 2025
weekly rebalance · 5 positions · +2 added, −2 removed, 3 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 2025-12-15
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
JPM
17.57%
5.99
#3
● New
WMT
17.57%
6.47
#4
● New
CAT
17.57%
6.07
#5
● Held
GOOGL
17.57%
6.43
#1
● Held
JNJ
17.57%
7.50
#2
● Held
Signal Changes
Added (2)
JPM
17.57%(was 0.00%)
Entered portfolio (rank #3, weight 17.57%), score: 5.99, (was 5.75, change: +0.24)
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.52
WMT
17.57%(was 0.00%)
Entered portfolio (rank #4, weight 17.57%), score: 6.47, (was 6.07, change: +0.40)
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.67
Removed (2)
AVGO
0.00%(was 18.38%)
Removed from portfolio (was rank #2, weight 18.38%), score changed: 7.30 → 4.76 (-2.54)
momentum 200 percentile: 0.86momentum 120 percentile: 0.71volume momentum 60 percentile: 0.71
SPY
0.00%(was 18.38%)
Removed from portfolio (was rank #5, weight 18.38%), score changed: 6.23 → 5.63 (-0.60)
Donchian Trend: 0.62momentum 200 percentile: 0.52momentum 120 percentile: 0.48
Holdings With Score Updates (3)
CAT
17.57%(was 18.38%)
Declined rank: #4 → #5 (1), weight: 18.3781% → 17.5708% (-0.8073%, -4.39%), score: 7.30 → 6.07 (-1.23, -16.85%)
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.48
GOOGL
17.57%(was 18.38%)
Maintained rank #1, weight: 18.3781% → 17.5708% (-0.8073%, -4.39%), score: 6.71 → 6.43 (-0.28, -4.14%)
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.52
JNJ
17.57%(was 18.38%)
Improved rank: #3 → #2 (+1), weight: 18.3781% → 17.5708% (-0.8073%, -4.39%), score: 6.67 → 7.50 (+0.83, +12.50%)
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.86