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Rebalance

The scheduled moment when a list’s membership is allowed to change — rebalanced on the first trading day of each month for the Long-term 10, rebalanced every Monday for the Short-term 10. Scores move every night; membership only moves on the calendar.

Scores are recomputed nightly and shown nightly, but the ten names are only reconsidered on a fixed schedule: the long-term lists are rebalanced on the first trading day of each month, the short-term lists are rebalanced every Monday. Separating the two is deliberate. A list whose membership chased the score every night would change constantly for reasons no reader could follow, and the record of what was chosen and when — which is the point of publishing a list in the open — would dissolve into noise. Between rebalances the scores on the page are current and the membership is as of the last rebalance, and both dates are shown.

At a rebalance three things can happen to the ten. A member whose rank has held stays. A member whose rank has fallen past the keep threshold leaves. Each slot that opens is filled by the highest-ranked company that is not already a member and does not breach the sector limit, which is at most 4 of the 10 from any one sector on the market-wide lists. Every one of those outcomes — including a company that was skipped because its sector was already full — is written to an append-only ledger with the pillar that moved most and the figures behind it, so "why did this leave" always has an answer rather than an inference.

One kind of change does not wait for the calendar. A company that stops being eligible at all — delisted, or with a pillar that can no longer be computed — leaves immediately, with that recorded as the reason rather than as a rank drop, because the two are different facts and reporting the first as the second would be untrue. Sector lists exist only where a sector has at least 25 eligible companies to rank; below that the page says so rather than publishing a ten padded out of a field too small to rank meaningfully.

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Every rebalance, with reasons →

Related terms

  • The Long-term Score — A 0–100 number that is the weighted average of a company’s percentile ranks on six pillars — profitability 20%, growth 20%, financial health 15%, valuation 15%, shareholder return 10%, long-term trend 20% — and the thing the Long-term 10 is sorted by. It is a published formula and its output, not a recommendation.
  • The Short-term Score — A 0–100 weighted average of five technical pillars — trend 25%, momentum 20%, setup 20%, volume and participation 15%, catalysts 20% — describing where a share stands on the tape today. It describes past price behaviour; it does not forecast the next move.
  • Percentile rank — Where one company stands in a field, expressed from 0 to 100 rather than in the metric’s own units — the device that lets a margin, a growth rate and a valuation multiple be averaged into one score without any of them dominating.
  • Hysteresis (why a list does not churn) — The rule that a current member keeps its place while its rank stays within 15 even though only 10 are published — a deliberate gap that stops the same two companies swapping places every period on differences too small to mean anything.
  • Equal weight — Treating every holding in a list as the same size, so a company’s influence on the result comes from its own move and not from how large the company is — the basis on which the Top-10 lists are tracked against the market.

See more terms in the stocks-llm glossary.

Informational only — NOT financial advice. This is an educational definition, not a recommendation to buy or sell anything. Metrics on stocks-llm are delayed data and may be missing or stale. Always verify information independently and consult a qualified financial professional before making any investment decision.

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Informational only — NOT financial advice.

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