BRK-B Surge's Analysis
Last Year: 2025-05-06 to present • 51 trades in period
-8.60%
Last Year Return
$9,085.25
Current Value
41%
Win Rate
$9,939.90
Period Start
PHASE 0: RANGING
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)
65.5 neutral
20d Trend
+1.8%
5d Trend
+4.8%
EMA20 Dist
+2.7%
ATR%
1.4%
Range Pos
72%
Bounce Ratio
1.2×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.
Strategy Score Scored May 5, 2026
4
Lifetime
Confidence: 73%
Quality Components
Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
2.1/15
Profit Factor
0.0/15
Consistency
3.9/10
Raw Quality
5.9/100
× Confidence 0.73
= 4.3
30-Day Momentum
Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
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 (73%) 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 (Last Year)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
28,784
Timeframe
5-Minute Bars
Period Range
2025-05-06 → 2026-05-05
Trading Days
266 days
Data Gaps
None (10 market holidays)
Market Closed (10 days)
2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 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 (Last Year)
Period Start Capital
$9,939.90
Current Value
$9,085.25
Period P&L
$-854.65
Max Drawdown
-27.1%
Sharpe Ratio
-0.17
Trade Statistics (Last Year)
Trades in Period
51
Winners / Losers
21 /
30
Best Trade
+2.53%
Worst Trade
-3.34%
Avg Trade Return
-0.18%
Avg Hold Time
1.6d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$922,978.13
Estimated Fees
$0.00
Gross P&L
$-854.65
Net P&L (after fees)
$-854.65
Gross Return
-8.60%
Net Return (after fees)
-8.60%
✅ 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
📈 BRK-B 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: 266 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 51 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $9,939.90 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 | May 7, 2025 10:15am ET | $517.17 | 19 | $9,826.23 | — | — | — |
| 🔴 SELL | May 8, 2025 10:45am ET | $518.41 | 19 | $9,849.79 | $9,963.46 |
+$23.56 (+0.2%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | May 16, 2025 10:55am ET | $511.47 | 19 | $9,717.93 | — | — | — |
| 🔴 SELL | May 19, 2025 11:25am ET | $510.65 | 19 | $9,702.35 | $9,947.88 |
$-15.58 (-0.2%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | May 23, 2025 1:45pm ET | $504.27 | 19 | $9,581.04 | — | — | — |
| 🔴 SELL | May 27, 2025 2:15pm ET | $509.47 | 19 | $9,679.86 | $10,046.71 |
+$98.83 (+1.0%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | May 27, 2025 2:20pm ET | $509.32 | 19 | $9,677.08 | — | — | — |
| 🔴 SELL | May 28, 2025 2:50pm ET | $503.86 | 19 | $9,573.34 | $9,942.97 |
$-103.74 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 5 | 🟢 BUY | May 29, 2025 3:15pm ET | $505.75 | 19 | $9,609.25 | — | — | — |
| 🔴 SELL | May 30, 2025 1:05pm ET | $500.65 | 19 | $9,512.26 | $9,845.97 |
$-97.00 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Jun 12, 2025 10:40am ET | $487.91 | 20 | $9,758.20 | — | — | — |
| 🔴 SELL | Jun 13, 2025 11:10am ET | $489.73 | 20 | $9,794.50 | $9,882.27 |
+$36.30 (+0.4%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Jun 13, 2025 11:25am ET | $490.44 | 20 | $9,808.79 | — | — | — |
| 🔴 SELL | Jun 16, 2025 11:55am ET | $491.34 | 20 | $9,826.80 | $9,900.28 |
+$18.01 (+0.2%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Jun 18, 2025 2:40pm ET | $486.63 | 20 | $9,732.60 | — | — | — |
| 🔴 SELL | Jun 20, 2025 3:10pm ET | $485.12 | 20 | $9,702.40 | $9,870.08 |
$-30.20 (-0.3%) |
END_OF_DAY
0m held |
|
| 9 | 🟢 BUY | Jun 24, 2025 11:50am ET | $494.22 | 19 | $9,390.18 | — | — | — |
| 🔴 SELL | Jun 25, 2025 10:30am ET | $488.93 | 19 | $9,289.67 | $9,769.57 |
$-100.51 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Jun 27, 2025 12:10pm ET | $489.10 | 19 | $9,292.89 | — | — | — |
| 🔴 SELL | Jun 30, 2025 12:30pm ET | $484.18 | 19 | $9,199.42 | $9,676.10 |
$-93.47 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 11 | 🟢 BUY | Jul 1, 2025 11:05am ET | $488.63 | 19 | $9,283.97 | — | — | — |
| 🔴 SELL | Jul 2, 2025 10:00am ET | $482.90 | 19 | $9,175.10 | $9,567.23 |
$-108.87 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 12 | 🟢 BUY | Jul 8, 2025 11:45am ET | $478.96 | 19 | $9,100.24 | — | — | — |
| 🔴 SELL | Jul 9, 2025 12:15pm ET | $476.38 | 19 | $9,051.22 | $9,518.21 |
$-49.02 (-0.5%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Jul 18, 2025 10:25am ET | $478.46 | 19 | $9,090.74 | — | — | — |
| 🔴 SELL | Jul 18, 2025 1:25pm ET | $473.59 | 19 | $8,998.17 | $9,425.64 |
$-92.57 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 14 | 🟢 BUY | Jul 21, 2025 11:55am ET | $477.65 | 19 | $9,075.35 | — | — | — |
| 🔴 SELL | Jul 22, 2025 12:25pm ET | $479.02 | 19 | $9,101.38 | $9,451.67 |
+$26.03 (+0.3%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Jul 23, 2025 1:20pm ET | $484.23 | 19 | $9,200.39 | — | — | — |
| 🔴 SELL | Jul 24, 2025 1:50pm ET | $482.02 | 19 | $9,158.29 | $9,409.56 |
$-42.11 (-0.5%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Aug 1, 2025 12:10pm ET | $475.82 | 19 | $9,040.49 | — | — | — |
| 🔴 SELL | Aug 4, 2025 10:00am ET | $459.93 | 19 | $8,738.58 | $9,107.65 |
$-301.91 (-3.3%) |
🛑 -10% Stop
0m held |
|
| 17 | 🟢 BUY | Aug 5, 2025 12:25pm ET | $465.73 | 19 | $8,848.79 | — | — | — |
| 🔴 SELL | Aug 6, 2025 12:55pm ET | $466.88 | 19 | $8,870.72 | $9,129.58 |
+$21.93 (+0.2%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Aug 6, 2025 3:05pm ET | $469.40 | 19 | $8,918.60 | — | — | — |
| 🔴 SELL | Aug 7, 2025 10:50am ET | $464.06 | 19 | $8,817.19 | $9,028.17 |
$-101.41 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 19 | 🟢 BUY | Aug 12, 2025 10:20am ET | $470.02 | 19 | $8,930.38 | — | — | — |
| 🔴 SELL | Aug 13, 2025 10:50am ET | $476.81 | 19 | $9,059.39 | $9,157.18 |
+$129.01 (+1.4%) |
END_OF_DAY
0m held |
|
| 20 | 🟢 BUY | Aug 21, 2025 2:45pm ET | $488.72 | 18 | $8,796.96 | — | — | — |
| 🔴 SELL | Aug 22, 2025 3:15pm ET | $487.86 | 18 | $8,781.48 | $9,141.70 |
$-15.48 (-0.2%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Aug 26, 2025 1:10pm ET | $488.60 | 18 | $8,794.80 | — | — | — |
| 🔴 SELL | Aug 27, 2025 1:40pm ET | $496.20 | 18 | $8,931.60 | $9,278.50 |
+$136.80 (+1.6%) |
END_OF_DAY
0m held |
|
| 22 | 🟢 BUY | Aug 27, 2025 2:20pm ET | $496.28 | 18 | $8,933.04 | — | — | — |
| 🔴 SELL | Aug 28, 2025 2:50pm ET | $498.81 | 18 | $8,978.49 | $9,323.95 |
+$45.45 (+0.5%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Aug 29, 2025 11:05am ET | $506.02 | 18 | $9,108.36 | — | — | — |
| 🔴 SELL | Sep 2, 2025 10:50am ET | $500.79 | 18 | $9,014.21 | $9,229.80 |
$-94.15 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 24 | 🟢 BUY | Sep 4, 2025 1:20pm ET | $506.57 | 18 | $9,118.26 | — | — | — |
| 🔴 SELL | Sep 5, 2025 10:30am ET | $500.91 | 18 | $9,016.38 | $9,127.92 |
$-101.88 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 25 | 🟢 BUY | Sep 11, 2025 11:25am ET | $495.28 | 18 | $8,915.04 | — | — | — |
| 🔴 SELL | Sep 12, 2025 11:55am ET | $494.35 | 18 | $8,898.30 | $9,111.18 |
$-16.74 (-0.2%) |
END_OF_DAY
0m held |
|
| 26 | 🟢 BUY | Sep 19, 2025 3:25pm ET | $493.78 | 18 | $8,888.04 | — | — | — |
| 🔴 SELL | Sep 22, 2025 3:55pm ET | $493.76 | 18 | $8,887.68 | $9,110.82 |
$-0.36 (+0.0%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Sep 30, 2025 11:45am ET | $501.60 | 18 | $9,028.80 | — | — | — |
| 🔴 SELL | Oct 1, 2025 10:30am ET | $496.58 | 18 | $8,938.42 | $9,020.44 |
$-90.38 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 28 | 🟢 BUY | Oct 3, 2025 12:10pm ET | $500.66 | 18 | $9,011.88 | — | — | — |
| 🔴 SELL | Oct 6, 2025 12:40pm ET | $503.11 | 18 | $9,055.98 | $9,064.54 |
+$44.10 (+0.5%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Oct 6, 2025 12:45pm ET | $503.10 | 18 | $9,055.80 | — | — | — |
| 🔴 SELL | Oct 7, 2025 1:15pm ET | $501.62 | 18 | $9,029.16 | $9,037.90 |
$-26.64 (-0.3%) |
END_OF_DAY
0m held |
|
| 30 | 🟢 BUY | Oct 13, 2025 12:05pm ET | $492.57 | 18 | $8,866.26 | — | — | — |
| 🔴 SELL | Oct 14, 2025 12:35pm ET | $494.31 | 18 | $8,897.49 | $9,069.13 |
+$31.23 (+0.3%) |
END_OF_DAY
0m held |
|
| 31 | 🟢 BUY | Oct 14, 2025 12:40pm ET | $494.55 | 18 | $8,901.90 | — | — | — |
| 🔴 SELL | Oct 15, 2025 1:10pm ET | $491.21 | 18 | $8,841.78 | $9,009.01 |
$-60.12 (-0.7%) |
END_OF_DAY
0m held |
|
| 32 | 🟢 BUY | Nov 4, 2025 11:25am ET | $483.09 | 18 | $8,695.59 | — | — | — |
| 🔴 SELL | Nov 5, 2025 11:55am ET | $491.29 | 18 | $8,843.22 | $9,156.64 |
+$147.63 (+1.7%) |
END_OF_DAY
0m held |
|
| 33 | 🟢 BUY | Nov 7, 2025 11:10am ET | $499.81 | 18 | $8,996.49 | — | — | — |
| 🔴 SELL | Nov 10, 2025 11:40am ET | $500.75 | 18 | $9,013.50 | $9,173.65 |
+$17.01 (+0.2%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Nov 10, 2025 11:45am ET | $500.47 | 18 | $9,008.46 | — | — | — |
| 🔴 SELL | Nov 11, 2025 10:00am ET | $495.13 | 18 | $8,912.25 | $9,077.44 |
$-96.21 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 35 | 🟢 BUY | Nov 12, 2025 3:20pm ET | $504.33 | 17 | $8,573.55 | — | — | — |
| 🔴 SELL | Nov 13, 2025 3:50pm ET | $512.30 | 17 | $8,709.10 | $9,212.99 |
+$135.55 (+1.6%) |
END_OF_DAY
0m held |
|
| 36 | 🟢 BUY | Nov 13, 2025 3:55pm ET | $513.19 | 17 | $8,724.23 | — | — | — |
| 🔴 SELL | Nov 14, 2025 10:35am ET | $507.74 | 17 | $8,631.58 | $9,120.34 |
$-92.65 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 37 | 🟢 BUY | Nov 24, 2025 3:50pm ET | $507.68 | 17 | $8,630.56 | — | — | — |
| 🔴 SELL | Nov 26, 2025 10:20am ET | $509.97 | 17 | $8,669.49 | $9,159.27 |
+$38.93 (+0.5%) |
END_OF_DAY
0m held |
|
| 38 | 🟢 BUY | Nov 26, 2025 11:55am ET | $511.97 | 17 | $8,703.41 | — | — | — |
| 🔴 SELL | Nov 28, 2025 12:25pm ET | $515.10 | 17 | $8,756.62 | $9,212.48 |
+$53.21 (+0.6%) |
END_OF_DAY
0m held |
|
| 39 | 🟢 BUY | Dec 5, 2025 1:50pm ET | $505.61 | 18 | $9,100.89 | — | — | — |
| 🔴 SELL | Dec 8, 2025 10:00am ET | $498.56 | 18 | $8,974.08 | $9,085.67 |
$-126.81 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 40 | 🟢 BUY | Dec 11, 2025 12:50pm ET | $497.57 | 18 | $8,956.26 | — | — | — |
| 🔴 SELL | Dec 12, 2025 1:20pm ET | $496.27 | 18 | $8,932.86 | $9,062.27 |
$-23.40 (-0.3%) |
END_OF_DAY
0m held |
|
| 41 | 🟢 BUY | Dec 12, 2025 3:50pm ET | $499.49 | 18 | $8,990.82 | — | — | — |
| 🔴 SELL | Dec 16, 2025 10:20am ET | $502.54 | 18 | $9,045.72 | $9,117.17 |
+$54.90 (+0.6%) |
END_OF_DAY
0m held |
|
| 42 | 🟢 BUY | Dec 17, 2025 12:50pm ET | $503.41 | 18 | $9,061.29 | — | — | — |
| 🔴 SELL | Dec 18, 2025 1:20pm ET | $503.49 | 18 | $9,062.82 | $9,118.70 |
+$1.53 (+0.0%) |
END_OF_DAY
0m held |
|
| 43 | 🟢 BUY | Jan 6, 2026 2:05pm ET | $500.05 | 18 | $9,000.90 | — | — | — |
| 🔴 SELL | Jan 7, 2026 10:20am ET | $494.58 | 18 | $8,902.44 | $9,020.24 |
$-98.46 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 44 | 🟢 BUY | Jan 8, 2026 11:00am ET | $502.44 | 17 | $8,541.48 | — | — | — |
| 🔴 SELL | Jan 9, 2026 10:40am ET | $497.19 | 17 | $8,452.23 | $8,930.99 |
$-89.25 (-1.0%) |
🛑 -10% Stop
0m held |
|
| 45 | 🟢 BUY | Jan 16, 2026 12:20pm ET | $494.88 | 18 | $8,907.88 | — | — | — |
| 🔴 SELL | Jan 20, 2026 10:00am ET | $488.11 | 18 | $8,785.98 | $8,809.09 |
$-121.90 (-1.4%) |
🛑 -10% Stop
0m held |
|
| 46 | 🟢 BUY | Jan 26, 2026 1:30pm ET | $483.37 | 18 | $8,700.66 | — | — | — |
| 🔴 SELL | Jan 27, 2026 10:15am ET | $478.00 | 18 | $8,604.00 | $8,712.43 |
$-96.66 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 47 | 🟢 BUY | Jan 28, 2026 11:40am ET | $476.75 | 18 | $8,581.50 | — | — | — |
| 🔴 SELL | Jan 29, 2026 12:10pm ET | $475.95 | 18 | $8,567.10 | $8,698.03 |
$-14.40 (-0.2%) |
END_OF_DAY
0m held |
|
| 48 | 🟢 BUY | Jan 30, 2026 2:30pm ET | $480.39 | 18 | $8,647.02 | — | — | — |
| 🔴 SELL | Feb 2, 2026 3:00pm ET | $487.13 | 18 | $8,768.34 | $8,819.35 |
+$121.32 (+1.4%) |
END_OF_DAY
0m held |
|
| 49 | 🟢 BUY | Feb 2, 2026 3:05pm ET | $487.13 | 18 | $8,768.25 | — | — | — |
| 🔴 SELL | Feb 3, 2026 3:35pm ET | $495.28 | 18 | $8,915.04 | $8,966.14 |
+$146.79 (+1.7%) |
END_OF_DAY
0m held |
|
| 50 | 🟢 BUY | Feb 3, 2026 3:40pm ET | $494.43 | 18 | $8,899.74 | — | — | — |
| 🔴 SELL | Feb 4, 2026 10:55am ET | $506.92 | 18 | $9,124.56 | $9,190.96 |
+$224.82 (+2.5%) |
🎯 +5% Target
0m held |
|
| 51 | 🟢 BUY | Feb 4, 2026 11:00am ET | $506.95 | 18 | $9,125.15 | — | — | — |
| 🔴 SELL | Feb 5, 2026 10:00am ET | $501.08 | 18 | $9,019.44 | $9,085.25 |
$-105.71 (-1.2%) |
🛑 -10% Stop
0m held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$9,085.25
Net Profit/Loss:
$-914.75
Total Return:
-9.15%