Rebalance — Jul 21, 2025
weekly rebalance · 5 positions · +0 added, −0 removed, 5 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 2025-07-21
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
MSFT
20.00%
6.23
#1
● Held
SPY
20.00%
5.95
#5
● Held
AVGO
20.00%
6.98
#3
● Held
JPM
20.00%
6.27
#4
● Held
NVDA
20.00%
6.47
#2
● Held
Signal Changes
Added (0)
None
Removed (0)
None
Holdings With Score Updates (5)
MSFT
20.00%
Reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.62momentum 120 percentile: 0.81
SPY
20.00%
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.43momentum 120 percentile: 0.62
AVGO
20.00%
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.90momentum 120 percentile: 0.90
JPM
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.62momentum 120 percentile: 0.76
NVDA
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.95