Rebalance — Mar 16, 2026
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2026-03-16
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
CAT
20.00%
6.83
#5
● Held
GOOGL
20.00%
6.31
#1
● Held
CVX
20.00%
7.38
#4
● Held
XOM
20.00%
7.70
#3
● Held
JNJ
20.00%
7.22
#2
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
CAT
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 6.71 → 6.83 (+0.12, +1.78%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.95
GOOGL
20.00%
Maintained rank #1, weight unchanged: 20.0000%, score: 6.11 → 6.31 (+0.20, +3.25%)
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.67
CVX
20.00%
Maintained rank #4, weight unchanged: 20.0000%, score: 7.38 → 7.38 (-0.00, -0.00%)
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.76
XOM
20.00%
Maintained rank #3, weight unchanged: 20.0000%, score: 6.83 → 7.70 (+0.87, +12.79%)
Donchian Trend: 0.95momentum 200 percentile: 0.81momentum 120 percentile: 0.90
JNJ
20.00%
Maintained rank #2, weight unchanged: 20.0000%, score: 7.42 → 7.22 (-0.20, -2.67%)
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.86