Rebalance — Feb 13, 2023
weekly rebalance · 5 positions · +3 added, −3 removed, 2 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 2023-02-13
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
XOM
20.00%
6.98
#4
● New
LLY
20.00%
5.75
#2
● New
NVDA
20.00%
6.03
#1
● New
NFLX
20.00%
6.03
#5
● Held
JPM
20.00%
6.67
#3
● Held
Signal Changes
Added (3)
XOM
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.81
LLY
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.52
NVDA
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.67momentum 120 percentile: 0.86
Removed (3)
AVGO
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.62Donchian Trend: 0.57momentum 120 percentile: 0.71
CAT
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71momentum 120 percentile: 0.90Donchian Trend: 0.33
V
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.52Donchian Trend: 0.52momentum 120 percentile: 0.62
Holdings With Score Updates (2)
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.48
JPM
20.00%
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.76