Rebalance — Jun 05, 2023
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 2023-06-05
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
NFLX
16.48%
5.83
#5
● New
MSFT
16.48%
6.67
#1
● Held
LLY
16.48%
6.31
#4
● Held
NVDA
16.48%
6.51
#2
● Held
META
16.48%
6.79
#3
● Held
Signal Changes
Added (1)
NFLX
16.48%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.71momentum 120 percentile: 0.62
Removed (1)
AVGO
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.81momentum 120 percentile: 0.86volume momentum 60 percentile: 0.86
Holdings With Score Updates (4)
MSFT
16.48%(was 20.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.76
LLY
16.48%(was 20.00%)
Reason: Passed all filters
momentum 200 percentile: 0.76Donchian Trend: 0.67momentum 120 percentile: 0.57
NVDA
16.48%(was 20.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.90Donchian Trend: 0.57
META
16.48%(was 20.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.86momentum 120 percentile: 0.95