Rebalance — Jan 06, 2025
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 2025-01-06
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
AMZN
20.00%
6.55
#2
● New
META
20.00%
6.47
#3
● New
WMT
20.00%
6.79
#4
● Held
NFLX
20.00%
6.47
#5
● Held
GOOGL
20.00%
6.67
#1
● Held
Signal Changes
Added (2)
AMZN
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.76momentum 120 percentile: 0.71
META
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.71momentum 120 percentile: 0.81
Removed (2)
AAPL
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.48inv volatility 60 percentile: 0.71
JPM
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.57
Holdings With Score Updates (3)
WMT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.62momentum 120 percentile: 0.86
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.52
GOOGL
20.00%
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.81momentum 120 percentile: 0.48