Rebalance — Dec 22, 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 2025-12-22
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
17.34%
6.27
#5
● New
LLY
17.34%
6.35
#2
● New
JPM
17.34%
6.43
#4
● Held
JNJ
17.34%
6.43
#3
● Held
GOOGL
17.34%
6.90
#1
● Held
Signal Changes
Added (2)
SPY
17.34%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.52momentum 120 percentile: 0.52
LLY
17.34%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.67momentum 120 percentile: 0.86
Removed (2)
WMT
0.00%(was 17.57%)
Exit reason: Passed all filters
momentum 200 percentile: 0.57Donchian Trend: 0.48momentum 120 percentile: 0.62
CAT
0.00%(was 17.57%)
Exit reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.90Donchian Trend: 0.52
Holdings With Score Updates (3)
JPM
17.34%(was 17.57%)
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.57
JNJ
17.34%(was 17.57%)
Reason: Passed all filters
momentum 200 percentile: 0.71Donchian Trend: 0.62momentum 120 percentile: 0.81
GOOGL
17.34%(was 17.57%)
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.67momentum 120 percentile: 0.95