Rebalance — May 19, 2025
weekly rebalance · 5 positions · +2 added, −2 removed, 3 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 2025-05-19
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%
6.55
#4
● New
MSFT
20.00%
6.11
#1
● New
MA
20.00%
6.63
#3
● Held
NFLX
20.00%
7.90
#5
● Held
V
20.00%
7.18
#2
● Held
Signal Changes
Added (2)
WMT
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.67momentum 120 percentile: 0.67
MSFT
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 120 percentile: 0.71momentum 200 percentile: 0.48
Removed (2)
SPY
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.43volume momentum 60 percentile: 0.90
COST
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.71momentum 200 percentile: 0.67momentum 120 percentile: 0.62
Holdings With Score Updates (3)
MA
20.00%
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.71momentum 120 percentile: 0.81
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.90momentum 120 percentile: 0.90
V
20.00%
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.86