Rebalance — Apr 07, 2025
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 2025-04-07
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
NFLX
20.00%
7.78
#5
● New
WMT
20.00%
7.42
#3
● New
JNJ
20.00%
6.47
#1
● New
COST
20.00%
6.55
#4
● New
V
20.00%
7.38
#2
● New
Signal Changes
Added (5)
NFLX
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.95
WMT
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.86
JNJ
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.71momentum 200 percentile: 0.62momentum 120 percentile: 0.67
COST
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.67momentum 120 percentile: 0.81
V
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.90
Removed (0)
None