Rebalance — Apr 20, 2026
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 2026-04-20
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
NVDA
20.00%
5.75
#2
● New
AAPL
20.00%
5.52
#1
● New
CAT
20.00%
7.86
#5
● Held
GOOGL
20.00%
6.51
#3
● Held
AVGO
20.00%
6.19
#4
● Held
Signal Changes
Added (2)
NVDA
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 5.75, (was 4.92, change: +0.83)
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.52
AAPL
20.00%(was 0.00%)
Entered portfolio (rank #1, weight 20.00%), score: 5.52, (was 4.60, change: +0.91)
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 60 percentile: 0.71
Removed (2)
CVX
0.00%(was 20.00%)
Removed from portfolio (was rank #4, weight 20.00%), score changed: 5.44 → 4.80 (-0.63)
momentum 200 percentile: 0.57momentum 120 percentile: 0.71volume momentum 60 percentile: 0.86
JNJ
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 6.15 → 5.12 (-1.03)
momentum 200 percentile: 0.86momentum 120 percentile: 0.81inv volatility 60 percentile: 0.90
Holdings With Score Updates (3)
CAT
20.00%
Maintained rank #5, weight unchanged: 20.0000%, score: 7.70 → 7.86 (+0.16, +2.06%)
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
GOOGL
20.00%
Declined rank: #1 → #3 (2), weight unchanged: 20.0000%, score: 6.35 → 6.51 (+0.16, +2.50%)
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.90
AVGO
20.00%
Declined rank: #2 → #4 (2), weight unchanged: 20.0000%, score: 5.99 → 6.19 (+0.20, +3.31%)
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.67