Rebalance — Nov 03, 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 2025-11-03
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
LLY
19.50%
6.23
#4
● New
AVGO
19.50%
6.51
#3
● Held
NVDA
19.50%
6.87
#1
● Held
GOOGL
19.50%
6.79
#2
● Held
CAT
19.50%
7.02
#5
● Held
Signal Changes
Added (1)
LLY
19.50%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.57momentum 120 percentile: 0.67
Removed (1)
SPY
0.00%(was 19.77%)
Exit reason: Passed all filters
Donchian Trend: 0.76momentum 200 percentile: 0.48momentum 120 percentile: 0.52
Holdings With Score Updates (4)
AVGO
19.50%(was 19.77%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.57momentum 120 percentile: 0.81
NVDA
19.50%(was 19.77%)
Reason: Passed all filters
momentum 200 percentile: 0.90Donchian Trend: 0.86momentum 120 percentile: 0.86
GOOGL
19.50%(was 19.77%)
Reason: Passed all filters
momentum 200 percentile: 0.81Donchian Trend: 0.81momentum 120 percentile: 0.95
CAT
19.50%(was 19.77%)
Reason: Passed all filters
momentum 200 percentile: 0.86Donchian Trend: 0.71momentum 120 percentile: 0.90