QuantcortexResearch
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Quantcortex Research Model

stock

⚠️ This page displays hypothetical research models for educational purposes only. It does not represent an investable portfolio, managed account, or recommended strategy.
Period:
Performance Summary
Jan 02, 2020 Sep 21, 2026
Return
+183.8%
CAGR
+16.8%
Sharpe
1.05
Max DD
-22.1%
Win Rate
80%
Turnover
6.68x
SPY+138.1%Sharpe 0.65-34.1%
Illustrative Growth of Research Model vs Benchmarks

Illustrative Model Composition (Hypothetical)

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
20.0%
6.19
#2
New
META
20.0%
6.75
#3
New
JNJ
20.0%
5.56
#4
New
SPY
20.0%
5.40
#5
New
AAPL
20.0%
7.18
#1
Held

Yearly Performance & Rebalance Activity

Calendar-year returns of the research model alongside how often it triggered rebalances each year.

Total Rebalances
302
Avg Days Between
8.3
Avg Position Changes
2.8
Avg Monthly Return
+1.4%
Year
Return
Max DD
Avg Monthly
Rebalances
Reb/Month
2020
+33%
-5.5%
+2.5%
46
3.8
2021
+8%
-17.5%
+0.8%
46
3.8
2022
-8%
-12.7%
-0.6%
44
3.7
2023
+27%
-6.3%
+2.2%
44
3.7
2024
+9%
-18.7%
+1.0%
42
3.5
2025
+44%
-10.1%
+3.3%
47
3.9
2026
+4%
-14.5%
+0.6%
33
3.7

📅 Portfolio Snapshots (weekly)

Week-by-week composition of the research model. Green border marks newly added holdings (with top contributing signals), red marks removed positions.

‹ Scroll to view history ›
2026-09-21
2026-09-14
2026-08-31
2026-08-24
2026-08-17
2026-08-10
2026-08-03
2026-07-27
2026-07-20
2026-07-13
2026-07-13
2026-06-15
2026-06-10
2026-06-08
2026-06-01
2026-05-18
2026-05-11
2026-05-04
2026-04-27
2026-04-20
2026-04-13
2026-04-06
2026-03-30
2026-03-23
2026-03-16
2026-03-09
2026-03-02
2026-02-23
2026-02-09
2026-02-02
2026-01-26
2026-01-12
2026-01-05
2025-12-29
2025-12-22
2025-12-15
2025-12-08
2025-12-01
2025-11-24
2025-11-17
+4 / 4
NVDA
Donchian Trend Percentile 81% Momentum 200 Percentile 76%
20.0%
META
Donchian Trend Percentile 90% Momentum 200 Percentile 62%
20.0%
JNJ
Momentum 200 Percentile 81% Donchian Trend Percentile 67%
20.0%
SPY
Donchian Trend Percentile 86% Momentum 200 Percentile 52%
20.0%
AAPL
20.0%
Removed
MSFT
Donchian Trend Percentile 76% Momentum 120 Percentile 90%
Passed all filters
20.0%
CVX
Momentum 200 Percentile 86% Momentum 60 Percentile 81%
Passed all filters
20.0%
V
Inv Volatility 60 Percentile 86% Volume Momentum 60 Percentile 71%
Passed all filters
20.0%
XOM
Momentum 200 Percentile 90% Momentum 60 Percentile 67%
Passed all filters
20.0%
+2 / 2
MSFT
Donchian Trend Percentile 86% Momentum 120 Percentile 86%
20.0%
XOM
Momentum 200 Percentile 95% Donchian Trend Percentile 71%
20.0%
AAPL
20.0%
CVX
20.0%
V
20.0%
Removed
JNJ
Momentum 200 Percentile 81% Momentum 60 Percentile 71%
Passed all filters
20.0%
JPM
Momentum 200 Percentile 67% Momentum 120 Percentile 71%
Passed all filters
20.0%
+2 / 2
AAPL
Momentum 200 Percentile 62% Donchian Trend Percentile 57%
20.0%
CVX
Donchian Trend Percentile 95% Momentum 200 Percentile 81%
20.0%
V
20.0%
JNJ
20.0%
JPM
20.0%
Removed
LLY
Momentum 200 Percentile 71% Momentum 120 Percentile 62%
Passed all filters
20.0%
MA
Donchian Trend Percentile 81% Momentum 120 Percentile 57%
Passed all filters
20.0%
+2 / 2
V
Donchian Trend Percentile 90% Momentum 120 Percentile 76%
20.0%
MA
Donchian Trend Percentile 95% Momentum 120 Percentile 52%
20.0%
LLY
20.0%
JNJ
20.0%
JPM
20.0%
Removed
CVX
Momentum 200 Percentile 76% Donchian Trend Percentile 67%
Passed all filters
20.0%
XOM
Momentum 200 Percentile 86% Donchian Trend Percentile 71%
Passed all filters
20.0%
+2 / 2
CVX
Donchian Trend Percentile 95% Momentum 200 Percentile 76%
20.0%
JNJ
Momentum 200 Percentile 81% Donchian Trend Percentile 71%
20.0%
LLY
20.0%
JPM
20.0%
XOM
20.0%
Removed
MSFT
Momentum 120 Percentile 86% Donchian Trend Percentile 57%
Passed all filters
20.0%
AMZN
Momentum 200 Percentile 62% Momentum 120 Percentile 90%
Passed all filters
20.0%
+2 / 2
LLY
Donchian Trend Percentile 95% Momentum 200 Percentile 90%
20.0%
XOM
Momentum 200 Percentile 81% Donchian Trend Percentile 76%
20.0%
MSFT
20.0%
AMZN
20.0%
JPM
20.0%
Removed
GOOGL
Momentum 200 Percentile 86% Momentum 120 Percentile 71%
Passed all filters
20.0%
V
Inv Volatility 60 Percentile 90% Momentum 60 Percentile 67%
Passed all filters
20.0%
+4 / 4
MSFT
Donchian Trend Percentile 86% Momentum 120 Percentile 86%
20.0%
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 81%
20.0%
V
Donchian Trend Percentile 67% Momentum 120 Percentile 71%
20.0%
AMZN
Donchian Trend Percentile 90% Momentum 200 Percentile 71%
20.0%
JPM
20.0%
Removed
CAT
Momentum 200 Percentile 95% Momentum 120 Percentile 67%
Passed all filters
20.0%
AAPL
Momentum 200 Percentile 62% Momentum 120 Percentile 62%
Passed all filters
20.0%
LLY
Momentum 200 Percentile 81% Momentum 60 Percentile 81%
Passed all filters
20.0%
JNJ
Momentum 200 Percentile 76% Momentum 60 Percentile 76%
Passed all filters
20.0%
+2 / 2
CAT
Momentum 200 Percentile 95% Momentum 120 Percentile 90%
20.0%
JPM
Donchian Trend Percentile 90% Momentum 200 Percentile 62%
20.0%
AAPL
20.0%
LLY
20.0%
JNJ
20.0%
Removed
CVX
Momentum 200 Percentile 67% Donchian Trend Percentile 62%
Passed all filters
20.0%
V
Donchian Trend Percentile 86% Momentum 120 Percentile 52%
Passed all filters
20.0%
+2 / 2
CVX
Donchian Trend Percentile 81% Momentum 200 Percentile 67%
20.0%
V
Donchian Trend Percentile 95% Momentum 120 Percentile 57%
20.0%
AAPL
20.0%
LLY
20.0%
JNJ
20.0%
Removed
CAT
Momentum 200 Percentile 95% Momentum 120 Percentile 95%
Passed all filters
20.0%
UNH
Momentum 200 Percentile 62% Momentum 120 Percentile 86%
Passed all filters
20.0%
+5
UNH
Donchian Trend Percentile 95% Momentum 200 Percentile 67%
20.0%
JNJ
Momentum 200 Percentile 86% Donchian Trend Percentile 62%
20.0%
CAT
Momentum 200 Percentile 95% Momentum 120 Percentile 95%
20.0%
AAPL
Donchian Trend Percentile 90% Momentum 200 Percentile 71%
20.0%
LLY
Momentum 200 Percentile 90% Momentum 120 Percentile 76%
20.0%
✅ COOLDOWN ENDED
Re-entering market after 21-day cooldown
Resuming normal trading operations
5
Removed
XOM
Momentum 200 Percentile 57% Momentum 120 Percentile 81%
Passed all filters
20.0%
CAT
Momentum 200 Percentile 95% Donchian Trend Percentile 90%
Passed all filters
20.0%
LLY
Momentum 200 Percentile 86% Donchian Trend Percentile 76%
Passed all filters
20.0%
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 71%
Passed all filters
20.0%
UNH
Donchian Trend Percentile 86% Momentum 200 Percentile 81%
Passed all filters
20.0%
⚠️ STOP LOSS TRIGGERED
Portfolio Drawdown: 10.3%
Threshold: 9.0%
All positions liquidated
Cooldown: 21 days before re-entry
+3 / 3
LLY
Donchian Trend Percentile 90% Momentum 200 Percentile 86%
20.0%
GOOGL
Momentum 200 Percentile 90% Momentum 120 Percentile 71%
20.0%
XOM
Momentum 200 Percentile 81% Momentum 120 Percentile 90%
20.0%
CAT
20.0%
UNH
20.0%
Removed
AAPL
Momentum 200 Percentile 67% Donchian Trend Percentile 62%
Passed all filters
20.0%
NVDA
Momentum 120 Percentile 81% Momentum 200 Percentile 52%
Passed all filters
20.0%
AVGO
Momentum 200 Percentile 76% Momentum 120 Percentile 57%
Passed all filters
20.0%
+3 / 3
CAT
Momentum 200 Percentile 95% Momentum 120 Percentile 95%
20.0%
NVDA
Donchian Trend Percentile 86% Momentum 200 Percentile 57%
20.0%
AVGO
Donchian Trend Percentile 90% Momentum 200 Percentile 81%
20.0%
AAPL
20.0%
UNH
20.0%
Removed
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 52%
Passed all filters
20.0%
CVX
Momentum 120 Percentile 86% Momentum 200 Percentile 52%
Passed all filters
20.0%
XOM
Momentum 200 Percentile 71% Momentum 120 Percentile 90%
Passed all filters
20.0%
+2 / 2
CVX
Donchian Trend Percentile 71% Momentum 120 Percentile 81%
20.0%
XOM
Momentum 200 Percentile 81% Donchian Trend Percentile 67%
20.0%
AAPL
20.0%
GOOGL
20.0%
UNH
20.0%
Removed
CAT
Momentum 200 Percentile 90% Momentum 120 Percentile 95%
Passed all filters
20.0%
AVGO
Momentum 200 Percentile 71% Momentum 120 Percentile 67%
Passed all filters
20.0%
+2 / 2
AAPL
Donchian Trend Percentile 81% Momentum 200 Percentile 76%
20.0%
AVGO
Momentum 200 Percentile 86% Donchian Trend Percentile 71%
20.0%
CAT
20.0%
GOOGL
20.0%
UNH
20.0%
Removed
AMZN
Donchian Trend Percentile 62% Momentum 120 Percentile 57%
Passed all filters
20.0%
XOM
Momentum 200 Percentile 71% Momentum 120 Percentile 86%
Passed all filters
20.0%
+3 / 3
UNH
Donchian Trend Percentile 90% Momentum 200 Percentile 62%
20.0%
AMZN
Donchian Trend Percentile 86% Momentum 120 Percentile 57%
20.0%
XOM
Momentum 200 Percentile 81% Momentum 120 Percentile 86%
20.0%
CAT
20.0%
GOOGL
20.0%
Removed
NVDA
Momentum 60 Percentile 71%
Passed all filters
20.0%
AVGO
Momentum 200 Percentile 86% Donchian Trend Percentile 76%
Passed all filters
20.0%
SPY
Donchian Trend Percentile 81% Inv Volatility 60 Percentile 95%
Passed all filters
20.0%
+1 / 1
SPY
Donchian Trend Percentile 90% Inv Volatility 60 Percentile 95%
20.0%
CAT
20.0%
NVDA
20.0%
AVGO
20.0%
GOOGL
20.0%
Removed
AAPL
Momentum 200 Percentile 62% Inv Volatility 60 Percentile 62%
Passed all filters
20.0%
+2 / 2
AAPL
Donchian Trend Percentile 71% Momentum 200 Percentile 67%
20.0%
NVDA
Donchian Trend Percentile 90% Momentum 200 Percentile 62%
20.0%
CAT
20.0%
GOOGL
20.0%
AVGO
20.0%
Removed
CVX
Momentum 200 Percentile 57% Momentum 120 Percentile 71%
Passed all filters
20.0%
JNJ
Momentum 200 Percentile 86% Momentum 120 Percentile 81%
Passed all filters
20.0%
+2 / 2
CVX
Momentum 200 Percentile 71% Momentum 120 Percentile 81%
20.0%
AVGO
Donchian Trend Percentile 86% Momentum 200 Percentile 81%
20.0%
CAT
20.0%
GOOGL
20.0%
JNJ
20.0%
Removed
WMT
Momentum 200 Percentile 62% Momentum 120 Percentile 67%
Passed all filters
20.0%
XOM
Momentum 200 Percentile 76% Momentum 120 Percentile 90%
Passed all filters
20.0%
+1 / 1
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 81%
20.0%
CAT
20.0%
WMT
20.0%
JNJ
20.0%
XOM
20.0%
Removed
CVX
Momentum 200 Percentile 71% Momentum 120 Percentile 86%
Passed all filters
20.0%
5 holdings
JNJ
20.0%
CVX
20.0%
XOM
20.0%
CAT
20.0%
WMT
20.0%
+1 / 1
WMT
Donchian Trend Percentile 81% Momentum 200 Percentile 57%
20.0%
CAT
20.0%
CVX
20.0%
JNJ
20.0%
XOM
20.0%
Removed
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 62%
Passed all filters
20.0%
5 holdings
JNJ
20.0%
GOOGL
20.0%
CVX
20.0%
XOM
20.0%
CAT
20.0%
+1 / 1
GOOGL
Momentum 200 Percentile 90% Donchian Trend Percentile 62%
20.0%
CAT
20.0%
CVX
20.0%
JNJ
20.0%
XOM
20.0%
Removed
WMT
Momentum 200 Percentile 57% Donchian Trend Percentile 52%
Passed all filters
20.0%
+1 / 1
WMT
Donchian Trend Percentile 71% Momentum 200 Percentile 57%
20.0%
CAT
20.0%
CVX
20.0%
JNJ
20.0%
XOM
20.0%
Removed
GOOGL
Momentum 200 Percentile 90% Momentum 120 Percentile 76%
Passed all filters
20.0%
+1 / 1
GOOGL
Momentum 200 Percentile 90% Momentum 120 Percentile 90%
20.0%
CAT
20.0%
CVX
20.0%
JNJ
20.0%
XOM
20.0%
Removed
WMT
Donchian Trend Percentile 67% Momentum 200 Percentile 52%
Passed all filters
20.0%
+1 / 1
CVX
Donchian Trend Percentile 90% Momentum 200 Percentile 52%
20.0%
CAT
20.0%
WMT
20.0%
JNJ
20.0%
XOM
20.0%
Removed
GOOGL
Momentum 200 Percentile 90% Momentum 120 Percentile 90%
Passed all filters
20.0%
+1 / 1
WMT
Donchian Trend Percentile 90% Momentum 120 Percentile 71%
20.0%
CAT
19.2% 20.0%
GOOGL
19.2% 20.0%
JNJ
19.2% 20.0%
XOM
19.2% 20.0%
Removed
SPY
Donchian Trend Percentile 76% Inv Volatility 60 Percentile 95%
Passed all filters
19.2%
+1 / 1
XOM
Donchian Trend Percentile 86% Momentum 120 Percentile 67%
19.2%
CAT
18.6% 19.2%
GOOGL
18.6% 19.2%
JNJ
18.6% 19.2%
SPY
18.6% 19.2%
Removed
WMT
Momentum 200 Percentile 62% Momentum 120 Percentile 62%
Passed all filters
18.6%
+1 / 1
JNJ
Donchian Trend Percentile 71% Momentum 200 Percentile 67%
18.6%
CAT
17.5% 18.6%
GOOGL
17.5% 18.6%
WMT
17.5% 18.6%
SPY
17.5% 18.6%
Removed
JPM
Momentum 200 Percentile 62% Momentum 120 Percentile 52%
Passed all filters
17.5%
+2 / 2
CAT
Momentum 200 Percentile 90% Donchian Trend Percentile 86%
17.5%
WMT
Momentum 200 Percentile 71% Donchian Trend Percentile 52%
17.5%
GOOGL
17.4% 17.5%
JPM
17.4% 17.5%
SPY
17.4% 17.5%
Removed
LLY
Momentum 200 Percentile 62% Momentum 120 Percentile 86%
Passed all filters
17.4%
JNJ
Momentum 200 Percentile 67% Momentum 120 Percentile 81%
Passed all filters
17.4%
5 holdings
JNJ
17.3% 17.4%
LLY
17.3% 17.4%
GOOGL
17.3% 17.4%
JPM
17.3% 17.4%
SPY
17.3% 17.4%
+2 / 2
LLY
Donchian Trend Percentile 86% Momentum 200 Percentile 67%
17.3%
SPY
Donchian Trend Percentile 90% Momentum 200 Percentile 52%
17.3%
GOOGL
17.6% 17.3%
JNJ
17.6% 17.3%
JPM
17.6% 17.3%
Removed
CAT
Momentum 200 Percentile 86% Momentum 120 Percentile 90%
Passed all filters
17.6%
WMT
Momentum 200 Percentile 57% Momentum 120 Percentile 62%
Passed all filters
17.6%
+2 / 2
WMT
Donchian Trend Percentile 90% Momentum 200 Percentile 62%
17.6%
JPM
Donchian Trend Percentile 86% Momentum 200 Percentile 71%
17.6%
CAT
18.4% 17.6%
GOOGL
18.4% 17.6%
JNJ
18.4% 17.6%
Removed
AVGO
Momentum 200 Percentile 86% Momentum 120 Percentile 71%
Passed all filters
18.4%
SPY
Donchian Trend Percentile 62% Momentum 200 Percentile 52%
Passed all filters
18.4%
+1 / 1
SPY
Donchian Trend Percentile 86% Momentum 200 Percentile 52%
18.4%
CAT
18.1% 18.4%
GOOGL
18.1% 18.4%
AVGO
18.1% 18.4%
JNJ
18.1% 18.4%
Removed
AAPL
Donchian Trend Percentile 62% Momentum 120 Percentile 81%
Passed all filters
18.1%
+1 / 1
AAPL
Donchian Trend Percentile 95% Momentum 200 Percentile 62%
18.1%
CAT
17.9% 18.1%
GOOGL
17.9% 18.1%
AVGO
17.9% 18.1%
JNJ
17.9% 18.1%
Removed
LLY
Momentum 200 Percentile 71% Donchian Trend Percentile 62%
Passed all filters
17.9%
5 holdings
AVGO
18.2% 17.9%
JNJ
18.2% 17.9%
LLY
18.2% 17.9%
GOOGL
18.2% 17.9%
CAT
18.2% 17.9%
5 holdings
AVGO
17.9% 18.2%
JNJ
17.9% 18.2%
LLY
17.9% 18.2%
GOOGL
17.9% 18.2%
CAT
17.9% 18.2%
Showing latest 40 of 302 rebalancing events

Symbol Trade Chart (Buy/Sell)

Buy Trades
176
Sell Trades
176
Bought Qty
3305.6851
Sold Qty
3305.6851

Research Model Signal Change Log

Analytical signals driving exposure adjustments. Each entry links to the dedicated rebalance page.

📰 Latest Market News & Updates

Curated news for the latest model holdings and macro headlines that may affect the broader market.

Your Holdings News
  • NVDAPositiveNotebookcheck
    AMD joins the $1 trillion club, leaving Intel behind

    AMD has achieved a $1 trillion market capitalization for the first time, driven by investor enthusiasm for its growing AI and data-center business. This milestone places AMD ahead of longtime rival Intel, whose market value is around $644 b

    2026-09-21T19:18:44.000Z
  • NVDAPositive24/7 Wall St.
    Broadcom’s AI Opportunity Is Bigger Than Its Stock Price Suggests

    Broadcom (NASDAQ: AVGO) recently reported its ninth consecutive earnings beat, with AI revenue skyrocketing 221% year-over-year, yet its stock has remained relatively flat in 2026. Despite this performance, the company's shares are trading

    2026-09-21T15:38:29.000Z
  • METAPositive24/7 Wall St.
    Broadcom’s AI Opportunity Is Bigger Than Its Stock Price Suggests

    Broadcom (NASDAQ: AVGO) recently reported its ninth consecutive earnings beat, with AI revenue skyrocketing 221% year-over-year, yet its stock has remained relatively flat in 2026. Despite this performance, the company's shares are trading

    2026-09-21T15:38:29.000Z
  • METAPositive24/7 Wall St.
    Meta Spikes 7% as Wells Fargo Lifts Price Target to $796 Ahead of Connect; Alphabet Nudges Higher, Microsoft Holds Flat

    Meta Platforms stock surged 7% after Wells Fargo raised its price target to $796 from $640, ahead of the annual Connect developer conference. The analyst upgrade was attributed to recent model launches and early traction for Meta's Muse ass

    2026-09-21T14:24:02.000Z
  • METAPositiveTradingKey
    Meta Platforms Inc Stock (META) Opened Up by 6.23% on Sep 21: What Investors Need To Know

    Meta Platforms Inc (META) shares surged by 6.23% on September 21, driven by institutional buying ahead of its Meta Connect event and optimistic Wall Street sentiment. Analysts maintain buy ratings with an average price target of $757.38, hi

    2026-09-21T13:44:28.000Z
  • NVDAPositiveInvesting.com
    Amd stock hits all-time high at 584.95 USD

    Advanced Micro Devices (AMD) stock has reached an all-time high of $584.95, representing a 255.69% total return over the past year and commanding a market capitalization of $913.89 billion. Despite trading above its fair value according to

    2026-09-21T13:37:03.000Z
  • JNJPositiveReuters
    J&J's Caplyta meets main goal of bipolar mania study

    Johnson & Johnson announced that its drug Caplyta met the primary goal in a late-stage study for treating bipolar mania. This success moves the drug closer to expanding its approved uses beyond depressive episodes associated with bipolar I

    2026-09-21T13:24:30.000Z
  • JNJNegativeNJ.com
    N.J. layoffs exceed 1,000 for September as another company cuts 87 jobs

    Johnson & Johnson Services Inc. has announced 87 layoffs at its New Brunswick office, bringing the total number of New Jersey layoffs in September to 1,053. These layoffs are scheduled for December 18, 2026, and follow an earlier announceme

    2026-09-21T11:41:00.000Z
🌍 Macro & Market News

News headlines are aggregated from third-party providers for informational purposes only and do not constitute investment advice.

Weekly Rebalance Pages (302)

Showing 1-40 of 302 dedicated rebalance pages.

Page 1 of 8

Important Disclosure

All information provided is for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.

The content reflects hypothetical research models and simulations that are not intended for implementation and may not reflect actual trading results.

No information on this platform is tailored to the investment needs, financial situation, or objectives of any individual.

Past or simulated performance is not indicative of future results.