Rebalance — Apr 28, 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 2025-04-28
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
MA
20.00%
5.99
#2
● New
WMT
20.00%
7.54
#3
● Held
NFLX
20.00%
8.17
#5
● Held
COST
20.00%
6.03
#4
● Held
V
20.00%
7.26
#1
● Held
Signal Changes
Added (1)
MA
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.62momentum 120 percentile: 0.67
Removed (1)
JNJ
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.67momentum 120 percentile: 0.52inv volatility 60 percentile: 0.95
Holdings With Score Updates (4)
WMT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.86
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95
COST
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.71momentum 120 percentile: 0.76Donchian Trend: 0.48
V
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.90