Compendium › Marcus Trend Dip › AVGO
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
AVGO
Alpaca Tradeable

Marcus Trend Dip's Analysis

Year to Date: 2026-01-01 to present • 7 trades in period

+7.90%
Year to Date Return
$18,576.36
Current Value
43%
Win Rate
$17,215.77
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 09:46:21

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
32.7 neutral
20d Trend
-13.0%
5d Trend
-6.9%
EMA20 Dist
-6.4%
ATR%
4.0%
Range Pos
10%
Bounce Ratio
0.5×
Green/Red 10d
7/3
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

54
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
35.0/35
Total Return
16.1/25
Win Rate
7.5/15
Profit Factor
6.5/15
Consistency
6.7/10
Raw Quality 71.8/100
× Confidence 0.75 = 53.7

30-Day Momentum

53
+20.5%
30d Return
100%
Win Rate
3
Trades
10.0×
Profit Factor
Quality: 87.1 Conf: 0.61×
Cooling (-0 vs lifetime)
Momentum meets PRO threshold (40+)
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (75%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
9,452
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-05-06
Trading Days
92 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Year to Date)

Period Start Capital
$17,215.77
Current Value
$18,576.36
Period P&L
$1,360.59
Max Drawdown
-0.0%
Sharpe Ratio
0.21

Trade Statistics (Year to Date)

Trades in Period
7
Winners / Losers
3 / 4
Best Trade
+8.61%
Worst Trade
-3.30%
Avg Trade Return
+1.03%
Avg Hold Time
3.8d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$231,090.31
Estimated Fees
$0.00
Gross P&L
$1,360.59
Net P&L (after fees)
$1,360.59
Gross Return
+7.90%
Net Return (after fees)
+7.90%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 AVGO Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 92 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 7 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Trend Dip had $17,215.77 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Dec 30, 2025 12:30pm ET $350.77 49 $17,187.73 — — —
🔴 SELL Jan 5, 2026 9:35am ET $339.20 49 $16,620.80 $16,879.14 $-566.93
(-3.3%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 9, 2026 12:15pm ET $343.62 49 $16,837.38 — — —
🔴 SELL Jan 20, 2026 1:35pm ET $333.29 49 $16,331.21 $16,372.97 $-506.17
(-3.0%) 		🛑 -10% Stop
0m held
3 🟢 BUY Feb 25, 2026 11:00am ET $331.30 49 $16,233.70 — — —
🔴 SELL Feb 26, 2026 9:35am ET $321.30 49 $15,743.70 $15,882.97 $-490.00
(-3.0%) 		🛑 -10% Stop
0m held
4 🟢 BUY Mar 6, 2026 1:10pm ET $339.14 46 $15,600.44 — — —
🔴 SELL Mar 6, 2026 3:35pm ET $328.88 46 $15,128.48 $15,411.01 $-471.96
(-3.0%) 		🛑 -10% Stop
0m held
5 🟢 BUY Apr 7, 2026 10:45am ET $323.75 47 $15,216.18 — — —
🔴 SELL Apr 8, 2026 9:30am ET $351.63 47 $16,526.61 $16,721.44 +$1,310.43
(+8.6%) 		🎯 +5% Target
0m held
6 🟢 BUY Apr 9, 2026 11:10am ET $353.74 47 $16,625.78 — — —
🔴 SELL Apr 10, 2026 9:50am ET $373.50 47 $17,554.50 $17,650.16 +$928.72
(+5.6%) 		🎯 +5% Target
0m held
7 🟢 BUY Apr 15, 2026 11:55am ET $392.70 44 $17,278.80 — — —
🔴 SELL Apr 22, 2026 10:50am ET $413.75 44 $18,205.00 $18,576.36 +$926.20
(+5.4%) 		🎯 +5% Target
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $18,576.36
Net Profit/Loss: +$8,576.36
Total Return: +85.76%
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