Rebalance — Feb 07, 2022
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 2022-02-07
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
19.49%
6.35
#2
● New
AAPL
19.49%
6.43
#1
● Held
XOM
19.49%
7.74
#4
● Held
CVX
19.49%
7.34
#5
● Held
COST
19.49%
6.63
#3
● Held
Signal Changes
Added (1)
UNH
19.49%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.62momentum 120 percentile: 0.76
Removed (1)
AVGO
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71momentum 120 percentile: 0.81Donchian Trend: 0.52
Holdings With Score Updates (4)
AAPL
19.49%(was 20.00%)
Reason: Passed all filters
momentum 200 percentile: 0.76Donchian Trend: 0.71momentum 120 percentile: 0.71
XOM
19.49%(was 20.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
CVX
19.49%(was 20.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.86momentum 120 percentile: 0.90
COST
19.49%(was 20.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.67