Rebalance — Mar 25, 2024
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 2024-03-25
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
AMZN
17.45%
5.91
#2
● New
META
17.45%
6.11
#3
● New
NFLX
17.45%
6.71
#5
● Held
LLY
17.45%
6.43
#4
● Held
NVDA
17.45%
7.90
#1
● Held
Signal Changes
Added (2)
AMZN
17.45%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.67momentum 120 percentile: 0.71
META
17.45%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.86Donchian Trend: 0.48
Removed (2)
JPM
0.00%(was 16.81%)
Exit reason: Passed all filters
momentum 200 percentile: 0.57momentum 120 percentile: 0.67Donchian Trend: 0.38
CAT
0.00%(was 16.81%)
Exit reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.67momentum 120 percentile: 0.57
Holdings With Score Updates (3)
NFLX
17.45%(was 16.81%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.90
LLY
17.45%(was 16.81%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.76
NVDA
17.45%(was 16.81%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95