Rebalance — Apr 13, 2026
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 2026-04-13
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
AVGO
20.00%
5.99
#2
● New
CVX
20.00%
5.44
#4
● New
JNJ
20.00%
6.15
#3
● Held
GOOGL
20.00%
6.35
#1
● Held
CAT
20.00%
7.70
#5
● Held
Signal Changes
Added (2)
AVGO
20.00%(was 0.00%)
Reason: Passed all filters
Donchian Trend: 0.86momentum 200 percentile: 0.81momentum 120 percentile: 0.57
CVX
20.00%(was 0.00%)
Reason: Passed all filters
momentum 200 percentile: 0.71momentum 120 percentile: 0.81momentum 60 percentile: 0.81
Removed (2)
WMT
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.62momentum 120 percentile: 0.67Donchian Trend: 0.38
XOM
0.00%(was 20.00%)
Exit reason: Passed all filters
momentum 200 percentile: 0.76momentum 120 percentile: 0.90momentum 60 percentile: 0.90
Holdings With Score Updates (3)
JNJ
20.00%
Reason: Passed all filters
momentum 200 percentile: 0.86momentum 120 percentile: 0.76Donchian Trend: 0.43
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
momentum 200 percentile: 0.95Donchian Trend: 0.95momentum 120 percentile: 0.95