Rebalance — Nov 06, 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 2023-11-06
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
NVDA
17.22%
6.75
#2
● New
MSFT
17.22%
6.51
#1
● Held
AMZN
17.22%
6.11
#3
● Held
LLY
17.22%
6.79
#5
● Held
META
17.22%
6.31
#4
● Held
Signal Changes
Added (1)
NVDA
17.22%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.57
Removed (1)
WMT
0.00%(was 16.97%)
Exit reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.48momentum 120 percentile: 0.48
Holdings With Score Updates (4)
MSFT
17.22%(was 16.97%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.57
AMZN
17.22%(was 16.97%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.71
LLY
17.22%(was 16.97%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.86
META
17.22%(was 16.97%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.81