Rebalance — Jul 12, 2021
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 2021-07-12
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
UNH
20.00%
6.39
#5
● New
LLY
20.00%
6.15
#4
● New
GOOGL
20.00%
7.46
#2
● Held
NVDA
20.00%
7.10
#1
● Held
META
20.00%
5.71
#3
● Held
Signal Changes
Added (2)
UNH
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.62momentum 120 percentile: 0.62
LLY
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.76Donchian Trend: 0.71momentum 120 percentile: 0.67
Removed (2)
MSFT
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.67momentum 120 percentile: 0.81momentum 200 percentile: 0.52
XOM
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.76momentum 60 percentile: 0.62
Holdings With Score Updates (3)
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.90
NVDA
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.95
META
20.00%
Reason: Passed all filters
Donchian Trend: 0.62momentum 120 percentile: 0.86momentum 200 percentile: 0.57