Rebalance — May 18, 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 2026-05-18
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
XOM
20.00%
6.71
#4
● New
CVX
20.00%
6.11
#5
● New
UNH
20.00%
6.71
#3
● Held
AAPL
20.00%
6.07
#1
● Held
GOOGL
20.00%
6.90
#2
● Held
Signal Changes
Added (2)
XOM
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.67momentum 120 percentile: 0.90
CVX
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.71momentum 120 percentile: 0.81momentum 200 percentile: 0.52
Removed (2)
AVGO
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.48momentum 120 percentile: 0.67
CAT
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.95Donchian Trend: 0.29
Holdings With Score Updates (3)
UNH
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.76momentum 120 percentile: 0.62
AAPL
20.00%
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.76inv volatility 60 percentile: 0.81
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.81momentum 120 percentile: 0.86