Rebalance — Jun 02, 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 2025-06-02
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
AVGO
20.00%
6.11
#1
● New
COST
20.00%
6.35
#4
● New
WMT
20.00%
6.79
#3
● Held
NFLX
20.00%
8.02
#5
● Held
V
20.00%
6.51
#2
● Held
Signal Changes
Added (2)
AVGO
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.95Donchian Trend: 0.57
COST
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.62momentum 120 percentile: 0.67
Removed (2)
MSFT
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.48momentum 120 percentile: 0.57
MA
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.67Donchian Trend: 0.62momentum 120 percentile: 0.81
Holdings With Score Updates (3)
WMT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.81momentum 120 percentile: 0.62
NFLX
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.90
V
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.71momentum 120 percentile: 0.86