Rebalance — May 11, 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 2026-05-11
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
AVGO
20.00%
6.15
#3
● New
AAPL
20.00%
5.95
#1
● New
UNH
20.00%
7.22
#4
● Held
CAT
20.00%
7.22
#5
● Held
GOOGL
20.00%
6.47
#2
● Held
Signal Changes
Added (2)
AVGO
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.81
AAPL
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.76momentum 120 percentile: 0.38
Removed (2)
XOM
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71momentum 120 percentile: 0.86Donchian Trend: 0.33
AMZN
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.62momentum 120 percentile: 0.57momentum 200 percentile: 0.38
Holdings With Score Updates (3)
UNH
20.00%
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.81momentum 120 percentile: 0.71
CAT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.86momentum 120 percentile: 0.95
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.90