Rebalance — Feb 02, 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 2026-02-02
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
WMT
20.00%
6.43
#3
● New
CAT
20.00%
7.30
#5
● Held
GOOGL
20.00%
7.18
#1
● Held
JNJ
20.00%
7.14
#2
● Held
XOM
20.00%
5.91
#4
● Held
Signal Changes
Added (1)
WMT
20.00%(was 0.00%)
Entered portfolio (rank #3, weight 20.00%), score: 6.43, (was 5.44, change: +0.99)
Donchian Trend: 0.90momentum 120 percentile: 0.71momentum 200 percentile: 0.43
Removed (1)
SPY
0.00%(was 19.25%)
Removed from portfolio (was rank #5, weight 19.25%), score changed: 5.91 → 5.24 (-0.67)
Donchian Trend: 0.76momentum 200 percentile: 0.38momentum 120 percentile: 0.48
Holdings With Score Updates (4)
CAT
20.00%(was 19.25%)
Declined rank: #4 → #5 (1), weight: 19.2469% → 20.0000% (+0.7531%, +3.91%), score: 6.43 → 7.30 (+0.87, +13.58%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.90
GOOGL
20.00%(was 19.25%)
Maintained rank #1, weight: 19.2469% → 20.0000% (+0.7531%, +3.91%), score: 7.14 → 7.18 (+0.04, +0.56%)
momentum 200 percentile: 0.90Donchian Trend: 0.81momentum 120 percentile: 0.95
JNJ
20.00%(was 19.25%)
Maintained rank #2, weight: 19.2469% → 20.0000% (+0.7531%, +3.91%), score: 6.98 → 7.14 (+0.16, +2.27%)
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.81
XOM
20.00%(was 19.25%)
Declined rank: #3 → #4 (1), weight: 19.2469% → 20.0000% (+0.7531%, +3.91%), score: 5.75 → 5.91 (+0.16, +2.76%)
Donchian Trend: 0.62momentum 200 percentile: 0.57momentum 120 percentile: 0.76