Rebalance — Mar 09, 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 2026-03-09
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
GOOGL
20.00%
6.11
#1
● New
CAT
20.00%
6.71
#5
● Held
CVX
20.00%
7.38
#4
● Held
JNJ
20.00%
7.42
#2
● Held
XOM
20.00%
6.83
#3
● Held
Signal Changes
Added (1)
GOOGL
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 6.11, (was 5.48, change: +0.63)
momentum 200 percentile: 0.90Donchian Trend: 0.62momentum 120 percentile: 0.76
Removed (1)
WMT
0.00%(was 20.00%)
Removed from portfolio (was rank #2, weight 20.00%), score changed: 6.31 → 5.63 (-0.67)
momentum 200 percentile: 0.57Donchian Trend: 0.52momentum 120 percentile: 0.67
Holdings With Score Updates (4)
CAT
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.14 → 6.71 (-0.44, -6.11%)
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95
CVX
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 6.98 → 7.38 (+0.40, +5.68%)
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.71
JNJ
20.00%
Declined rank: #1 → #2 (1), weight unchanged: 20.0000%, score: 7.62 → 7.42 (-0.20, -2.60%)
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.90
XOM
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 7.50 → 6.83 (-0.67, -8.99%)
momentum 200 percentile: 0.76Donchian Trend: 0.76momentum 120 percentile: 0.81