Rebalance — Sep 22, 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 2025-09-22
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
SPY
20.00%
5.95
#5
● New
JPM
20.00%
5.91
#3
● Held
NVDA
20.00%
6.39
#1
● Held
GOOGL
20.00%
7.22
#2
● Held
CAT
20.00%
6.90
#4
● Held
Signal Changes
Added (1)
SPY
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.48momentum 120 percentile: 0.52
Removed (1)
AVGO
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.95momentum 120 percentile: 0.95momentum 60 percentile: 0.86
Holdings With Score Updates (4)
JPM
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.71momentum 120 percentile: 0.62
NVDA
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.90
GOOGL
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.76momentum 120 percentile: 0.86
CAT
20.00%
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.81