Rebalance — Jan 26, 2026
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 2026-01-26
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
XOM
19.25%
5.75
#3
● New
CAT
19.25%
6.43
#4
● Held
GOOGL
19.25%
7.14
#1
● Held
SPY
19.25%
5.91
#5
● Held
JNJ
19.25%
6.98
#2
● Held
Signal Changes
Added (1)
XOM
19.25%(was 0.00%)
Entered portfolio (rank #3, weight 19.25%), score: 5.75, (was 5.04, change: +0.71)
Donchian Trend: 0.86momentum 120 percentile: 0.67momentum 200 percentile: 0.43
Removed (1)
WMT
0.00%(was 18.60%)
Removed from portfolio (was rank #3, weight 18.60%), score changed: 6.79 → 5.44 (-1.35)
momentum 200 percentile: 0.62Donchian Trend: 0.43momentum 120 percentile: 0.62
Holdings With Score Updates (4)
CAT
19.25%(was 18.60%)
Maintained rank #4, weight: 18.6014% → 19.2469% (+0.6455%, +3.47%), score: 6.94 → 6.43 (-0.52, -7.43%)
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.90
GOOGL
19.25%(was 18.60%)
Maintained rank #1, weight: 18.6014% → 19.2469% (+0.6455%, +3.47%), score: 7.46 → 7.14 (-0.32, -4.26%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.95
SPY
19.25%(was 18.60%)
Maintained rank #5, weight: 18.6014% → 19.2469% (+0.6455%, +3.47%), score: 5.87 → 5.91 (+0.04, +0.68%)
Donchian Trend: 0.90momentum 200 percentile: 0.52momentum 120 percentile: 0.48
JNJ
19.25%(was 18.60%)
Maintained rank #2, weight: 18.6014% → 19.2469% (+0.6455%, +3.47%), score: 6.19 → 6.98 (+0.79, +12.82%)
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.76