Rebalance — Aug 19, 2024
weekly rebalance · 5 positions · +5 added, −0 removed, 0 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 2024-08-19
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
AAPL
7.89%
6.35
#1
● New
NFLX
7.89%
6.83
#5
● New
LLY
7.89%
6.59
#2
● New
JPM
7.89%
6.75
#3
● New
COST
7.89%
6.55
#4
● New
Signal Changes
Added (5)
AAPL
7.89%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.81momentum 120 percentile: 0.90momentum 200 percentile: 0.52
NFLX
7.89%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.67
LLY
7.89%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.62momentum 120 percentile: 0.86
JPM
7.89%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.76momentum 120 percentile: 0.76
COST
7.89%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.71momentum 120 percentile: 0.71
Removed (0)
None