Rebalance — May 04, 2026
weekly rebalance · 5 positions · +3 added, −3 removed, 2 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 2026-05-04
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
AMZN
20.00%
6.07
#2
● New
XOM
20.00%
6.07
#4
● New
UNH
20.00%
6.39
#3
● New
CAT
20.00%
7.06
#5
● Held
GOOGL
20.00%
7.14
#1
● Held
Signal Changes
Added (3)
AMZN
20.00%(was 0.00%)
Entered portfolio (rank #2, weight 20.00%), score: 6.07, (was 5.60, change: +0.48)
Donchian Trend: 0.86momentum 200 percentile: 0.48momentum 120 percentile: 0.57
XOM
20.00%(was 0.00%)
Entered portfolio (rank #4, weight 20.00%), score: 6.07, (was 5.48, change: +0.60)
momentum 200 percentile: 0.81momentum 120 percentile: 0.86Donchian Trend: 0.43
UNH
20.00%(was 0.00%)
Entered portfolio (rank #3, weight 20.00%), score: 6.39, (was 5.04, change: +1.35)
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.62
Removed (3)
AVGO
0.00%(was 20.00%)
Removed from portfolio (was rank #3, weight 20.00%), score changed: 5.99 → 6.03 (+0.04)
momentum 200 percentile: 0.86Donchian Trend: 0.76momentum 120 percentile: 0.67
NVDA
0.00%(was 20.00%)
Removed from portfolio (was rank #1, weight 20.00%), score changed: 6.27 → 3.73 (-2.54)
momentum 200 percentile: 0.43Donchian Trend: 0.33momentum 120 percentile: 0.43
SPY
0.00%(was 20.00%)
Removed from portfolio (was rank #5, weight 20.00%), score changed: 5.67 → 5.44 (-0.24)
Donchian Trend: 0.81momentum 200 percentile: 0.38momentum 120 percentile: 0.48
Holdings With Score Updates (2)
CAT
20.00%
Declined rank: #4 → #5 (1), weight unchanged: 20.0000%, score: 7.30 → 7.06 (-0.24, -3.26%)
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.95
GOOGL
20.00%
Improved rank: #2 → #1 (+1), weight unchanged: 20.0000%, score: 6.75 → 7.14 (+0.40, +5.88%)
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.90