Rebalance — Feb 10, 2025
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 2025-02-10
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
V
20.00%
6.39
#2
● New
WMT
20.00%
7.42
#3
● Held
NFLX
20.00%
7.62
#5
● Held
COST
20.00%
7.18
#4
● Held
META
20.00%
6.90
#1
● Held
Signal Changes
Added (1)
V
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.71
Removed (1)
JPM
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.67
Holdings With Score Updates (4)
WMT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.86momentum 120 percentile: 0.95
COST
20.00%
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.86momentum 120 percentile: 0.62
META
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.81