Rebalance — Feb 24, 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 2025-02-24
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
20.00%
6.03
#1
● New
META
20.00%
6.35
#2
● Held
NFLX
20.00%
6.79
#5
● Held
COST
20.00%
6.39
#4
● Held
V
20.00%
6.43
#3
● Held
Signal Changes
Added (1)
AAPL
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.71momentum 120 percentile: 0.43
Removed (1)
WMT
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.71Donchian Trend: 0.38
Holdings With Score Updates (4)
META
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.43
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95Donchian Trend: 0.57
COST
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.71momentum 120 percentile: 0.62
V
20.00%
Reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.67momentum 120 percentile: 0.81