Rebalance — Apr 06, 2020
weekly rebalance · 5 positions · +1 added, −1 removed, 4 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 2020-04-06
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
WMT
19.65%
7.22
#4
● New
AMZN
19.65%
6.67
#2
● Held
NFLX
19.65%
6.55
#5
● Held
LLY
19.65%
6.94
#3
● Held
NVDA
19.65%
6.87
#1
● Held
Signal Changes
Added (1)
WMT
19.65%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.57
Removed (1)
MSFT
0.00%(was 18.99%)
Exit reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.62momentum 120 percentile: 0.81
Holdings With Score Updates (4)
AMZN
19.65%(was 18.99%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.62momentum 120 percentile: 0.76
NFLX
19.65%(was 18.99%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 120 percentile: 0.90momentum 200 percentile: 0.57
LLY
19.65%(was 18.99%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.86momentum 120 percentile: 0.86
NVDA
19.65%(was 18.99%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.95