Rebalance — Mar 03, 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 2025-03-03
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
WMT
20.00%
6.90
#3
● New
META
20.00%
6.47
#1
● Held
NFLX
20.00%
6.87
#5
● Held
COST
20.00%
6.51
#4
● Held
V
20.00%
6.79
#2
● Held
Signal Changes
Added (1)
WMT
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.71momentum 120 percentile: 0.76
Removed (1)
AAPL
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.67Donchian Trend: 0.57momentum 120 percentile: 0.29
Holdings With Score Updates (4)
META
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.86Donchian Trend: 0.52
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.67momentum 120 percentile: 0.95
COST
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.76momentum 120 percentile: 0.57
V
20.00%
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.81