Rebalance — Feb 23, 2026
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 2026-02-23
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
GOOGL
20.00%
6.19
#1
● New
XOM
20.00%
6.87
#3
● Held
JNJ
20.00%
7.38
#2
● Held
CVX
20.00%
6.87
#4
● Held
CAT
20.00%
7.02
#5
● Held
Signal Changes
Added (1)
GOOGL
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.90momentum 120 percentile: 0.90Donchian Trend: 0.48
Removed (1)
WMT
0.00%(was 20.00%)
Exit reason: Passed all filters
Donchian Trend: 0.67momentum 200 percentile: 0.52momentum 120 percentile: 0.71
Holdings With Score Updates (4)
XOM
20.00%
Reason: Passed all filters
Donchian Trend: 0.81momentum 200 percentile: 0.71momentum 120 percentile: 0.76
JNJ
20.00%
Reason: Passed all filters
Donchian Trend: 0.95momentum 200 percentile: 0.76momentum 120 percentile: 0.81
CVX
20.00%
Reason: Passed all filters
Donchian Trend: 0.90momentum 200 percentile: 0.62momentum 120 percentile: 0.67
CAT
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.95Donchian Trend: 0.76momentum 120 percentile: 0.95