Rebalance — Sep 15, 2025
weekly rebalance · 5 positions · +3 added, −3 removed, 2 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 2025-09-15
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
JPM
20.00%
6.39
#4
● New
NVDA
20.00%
5.83
#1
● New
CAT
20.00%
5.83
#5
● New
AVGO
20.00%
6.59
#3
● Held
GOOGL
20.00%
7.62
#2
● Held
Signal Changes
Added (3)
JPM
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.71momentum 120 percentile: 0.71
NVDA
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.76Donchian Trend: 0.62momentum 120 percentile: 0.86
CAT
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.76momentum 120 percentile: 0.76momentum 200 percentile: 0.38
Removed (3)
WMT
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.57momentum 120 percentile: 0.57
NFLX
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.81momentum 120 percentile: 0.67inv volatility 60 percentile: 0.33
HD
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.71momentum 120 percentile: 0.52volume momentum 60 percentile: 0.90
Holdings With Score Updates (2)
AVGO
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.90momentum 120 percentile: 0.90