Rebalance — Dec 22, 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 2025-12-22
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
17.34%
6.35
#2
● New
SPY
17.34%
6.27
#5
● New
GOOGL
17.34%
6.90
#1
● Held
JPM
17.34%
6.43
#4
● Held
JNJ
17.34%
6.43
#3
● Held
Signal Changes
Added (2)
LLY
17.34%(was 0.00%)
Entered portfolio (rank #2, weight 17.34%), score: 6.35, (was 5.87, change: +0.48)
Donchian Trend: 0.86momentum 200 percentile: 0.67momentum 120 percentile: 0.86
SPY
17.34%(was 0.00%)
Entered portfolio (rank #5, weight 17.34%), score: 6.27, (was 5.63, change: +0.63)
Donchian Trend: 0.90momentum 200 percentile: 0.52momentum 120 percentile: 0.52
Removed (2)
CAT
0.00%(was 17.57%)
Removed from portfolio (was rank #5, weight 17.57%), score changed: 6.07 → 5.95 (-0.12)
momentum 200 percentile: 0.86momentum 120 percentile: 0.90Donchian Trend: 0.52
WMT
0.00%(was 17.57%)
Removed from portfolio (was rank #4, weight 17.57%), score changed: 6.47 → 5.32 (-1.15)
momentum 200 percentile: 0.57Donchian Trend: 0.48momentum 120 percentile: 0.62
Holdings With Score Updates (3)
GOOGL
17.34%(was 17.57%)
Maintained rank #1, weight: 17.5708% → 17.3386% (-0.2322%, -1.32%), score: 6.43 → 6.90 (+0.48, +7.41%)
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95
JPM
17.34%(was 17.57%)
Declined rank: #3 → #4 (1), weight: 17.5708% → 17.3386% (-0.2322%, -1.32%), score: 5.99 → 6.43 (+0.44, +7.28%)
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.57
JNJ
17.34%(was 17.57%)
Declined rank: #2 → #3 (1), weight: 17.5708% → 17.3386% (-0.2322%, -1.32%), score: 7.50 → 6.43 (-1.07, -14.29%)
momentum 200 percentile: 0.71Donchian Trend: 0.62momentum 120 percentile: 0.81