Rebalance — Aug 14, 2023
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 2023-08-14
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
15.77%
6.63
#4
● New
CAT
15.77%
5.83
#5
● New
AMZN
15.77%
5.56
#2
● Held
NVDA
15.77%
6.11
#1
● Held
META
15.77%
5.52
#3
● Held
Signal Changes
Added (2)
LLY
15.77%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.81momentum 120 percentile: 0.86
CAT
15.77%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.71momentum 120 percentile: 0.52
Removed (2)
AVGO
0.00%(was 16.14%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.76volume momentum 60 percentile: 0.90
GOOGL
0.00%(was 16.14%)
Exit reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.52momentum 120 percentile: 0.71
Holdings With Score Updates (3)
AMZN
15.77%(was 16.14%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 120 percentile: 0.81momentum 200 percentile: 0.38
NVDA
15.77%(was 16.14%)
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95momentum 60 percentile: 0.95
META
15.77%(was 16.14%)
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.90momentum 60 percentile: 0.81