Rebalance — Jul 25, 2022
weekly rebalance · 5 positions · +5 added, −0 removed, 0 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 2022-07-25
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
LLY
19.05%
8.13
#1
● New
XOM
19.05%
7.06
#4
● New
UNH
19.05%
7.62
#2
● New
CVX
19.05%
5.75
#5
● New
COST
19.05%
6.75
#3
● New
Signal Changes
Added (5)
LLY
19.05%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.95
XOM
19.05%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.90
UNH
19.05%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.81
CVX
19.05%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.57
COST
19.05%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.76
Removed (0)
None