Rebalance — Jun 28, 2021
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 2021-06-28
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
META
20.00%
5.95
#4
● New
MSFT
20.00%
6.27
#1
● Held
XOM
20.00%
5.79
#5
● Held
GOOGL
20.00%
6.63
#3
● Held
NVDA
20.00%
7.58
#2
● Held
Signal Changes
Added (1)
META
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.62momentum 120 percentile: 0.76
Removed (1)
LLY
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.81momentum 120 percentile: 0.81Donchian Trend: 0.52
Holdings With Score Updates (4)
MSFT
20.00%
Reason: Passed all filters
Donchian Trend: 0.95momentum 120 percentile: 0.71momentum 200 percentile: 0.48
XOM
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.90Donchian Trend: 0.43
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.86
NVDA
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.95