Compendium › Surge › JNJ
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
JNJ
Alpaca Tradeable

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 23 trades in period

+15.08%
Last 6 Months Return
$12,818.35
Current Value
74%
Win Rate
$11,138.45
Period Start
Login to Apply
PHASE 5: BULL TREND
Signals generated 2026-05-06 09:49:11

Trend-following and momentum strategies active. Ride winners.

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)
88.4 overbought
20d Trend
+12.6%
5d Trend
+5.8%
EMA20 Dist
+6.5%
ATR%
1.5%
Range Pos
98%
Bounce Ratio
40.5×
Green/Red 10d
8/2
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

28
Lifetime
Confidence: 75%

Quality Components

Return-to-Risk
10.1/35
Total Return
12.2/25
Win Rate
5.5/15
Profit Factor
3.9/15
Consistency
5.8/10
Raw Quality 37.4/100
× Confidence 0.75 = 27.9

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 (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 (Last 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
10,713
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
134 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

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 6 Months)

Period Start Capital
$11,138.45
Current Value
$12,818.35
Period P&L
$1,679.90
Max Drawdown
-9.8%
Sharpe Ratio
0.58

Trade Statistics (Last 6 Months)

Trades in Period
23
Winners / Losers
17 / 6
Best Trade
+2.66%
Worst Trade
-1.07%
Avg Trade Return
+0.62%
Avg Hold Time
1.4d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$557,242.53
Estimated Fees
$0.00
Gross P&L
$1,679.90
Net P&L (after fees)
$1,679.90
Gross Return
+15.08%
Net Return (after fees)
+15.08%

✅ 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

📈 JNJ 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: 134 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 23 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,138.45 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 Nov 10, 2025 11:10am ET $187.48 59 $11,061.32 — — —
🔴 SELL Nov 11, 2025 11:40am ET $191.37 59 $11,290.83 $11,367.96 +$229.51
(+2.1%) 		END_OF_DAY
0m held
2 🟢 BUY Nov 11, 2025 11:45am ET $191.61 59 $11,304.99 — — —
🔴 SELL Nov 12, 2025 12:15pm ET $194.52 59 $11,476.68 $11,539.65 +$171.69
(+1.5%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 12, 2025 1:15pm ET $195.10 59 $11,510.61 — — —
🔴 SELL Nov 13, 2025 1:45pm ET $195.94 59 $11,560.46 $11,589.50 +$49.85
(+0.4%) 		END_OF_DAY
0m held
4 🟢 BUY Nov 14, 2025 12:30pm ET $196.17 59 $11,574.03 — — —
🔴 SELL Nov 17, 2025 1:00pm ET $199.60 59 $11,776.40 $11,791.87 +$202.37
(+1.8%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 17, 2025 1:05pm ET $199.56 59 $11,774.04 — — —
🔴 SELL Nov 18, 2025 1:35pm ET $199.66 59 $11,779.94 $11,797.77 +$5.90
(+0.1%) 		END_OF_DAY
0m held
6 🟢 BUY Nov 19, 2025 10:15am ET $201.93 58 $11,711.94 — — —
🔴 SELL Nov 20, 2025 10:45am ET $202.01 58 $11,716.58 $11,802.41 +$4.64
(+0.0%) 		END_OF_DAY
0m held
7 🟢 BUY Nov 21, 2025 10:25am ET $205.26 57 $11,699.82 — — —
🔴 SELL Nov 24, 2025 10:55am ET $205.28 57 $11,700.96 $11,803.55 +$1.14
(+0.0%) 		END_OF_DAY
0m held
8 🟢 BUY Nov 24, 2025 11:00am ET $205.48 57 $11,712.36 — — —
🔴 SELL Nov 25, 2025 11:30am ET $206.89 57 $11,792.73 $11,883.92 +$80.37
(+0.7%) 		END_OF_DAY
0m held
9 🟢 BUY Dec 10, 2025 10:40am ET $203.64 58 $11,811.12 — — —
🔴 SELL Dec 11, 2025 10:00am ET $209.06 58 $12,125.48 $12,198.28 +$314.36
(+2.7%) 		🎯 +5% Target
0m held
10 🟢 BUY Dec 11, 2025 10:25am ET $210.33 57 $11,988.82 — — —
🔴 SELL Dec 12, 2025 10:55am ET $210.35 57 $11,989.95 $12,199.41 +$1.13
(+0.0%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 12, 2025 3:40pm ET $211.77 57 $12,070.89 — — —
🔴 SELL Dec 16, 2025 10:10am ET $212.68 57 $12,122.76 $12,251.28 +$51.87
(+0.4%) 		END_OF_DAY
0m held
12 🟢 BUY Dec 17, 2025 11:15am ET $210.25 58 $12,194.50 — — —
🔴 SELL Dec 18, 2025 11:45am ET $209.05 58 $12,124.90 $12,181.68 $-69.60
(-0.6%) 		END_OF_DAY
0m held
13 🟢 BUY Dec 24, 2025 10:20am ET $207.05 58 $12,008.90 — — —
🔴 SELL Dec 26, 2025 1:45pm ET $206.99 58 $12,005.42 $12,178.20 $-3.48
(-0.0%) 		END_OF_DAY
0m held
14 🟢 BUY Jan 12, 2026 10:05am ET $207.14 58 $12,014.12 — — —
🔴 SELL Jan 13, 2026 10:20am ET $212.33 58 $12,315.14 $12,479.22 +$301.02
(+2.5%) 		🎯 +5% Target
0m held
15 🟢 BUY Jan 13, 2026 10:25am ET $212.79 58 $12,341.82 — — —
🔴 SELL Jan 14, 2026 10:55am ET $217.72 58 $12,627.76 $12,765.16 +$285.94
(+2.3%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 14, 2026 11:00am ET $217.51 58 $12,615.44 — — —
🔴 SELL Jan 15, 2026 11:30am ET $217.77 58 $12,630.66 $12,780.39 +$15.23
(+0.1%) 		END_OF_DAY
0m held
17 🟢 BUY Jan 15, 2026 2:20pm ET $219.46 58 $12,728.68 — — —
🔴 SELL Jan 16, 2026 2:50pm ET $218.73 58 $12,686.34 $12,738.05 $-42.34
(-0.3%) 		END_OF_DAY
0m held
18 🟢 BUY Jan 20, 2026 11:45am ET $217.95 58 $12,640.93 — — —
🔴 SELL Jan 21, 2026 10:00am ET $215.62 58 $12,505.96 $12,603.08 $-134.97
(-1.1%) 		🛑 -10% Stop
0m held
19 🟢 BUY Jan 27, 2026 11:45am ET $225.07 55 $12,378.85 — — —
🔴 SELL Jan 28, 2026 12:15pm ET $227.52 55 $12,513.33 $12,737.56 +$134.48
(+1.1%) 		END_OF_DAY
0m held
20 🟢 BUY Feb 5, 2026 10:15am ET $238.91 53 $12,662.23 — — —
🔴 SELL Feb 6, 2026 10:45am ET $239.45 53 $12,690.59 $12,765.92 +$28.36
(+0.2%) 		END_OF_DAY
0m held
21 🟢 BUY Feb 6, 2026 3:00pm ET $240.82 53 $12,763.72 — — —
🔴 SELL Feb 9, 2026 10:40am ET $238.40 53 $12,634.94 $12,637.13 $-128.79
(-1.0%) 		🛑 -10% Stop
0m held
22 🟢 BUY Feb 11, 2026 11:35am ET $240.43 52 $12,502.36 — — —
🔴 SELL Feb 12, 2026 12:05pm ET $244.38 52 $12,707.50 $12,842.27 +$205.14
(+1.6%) 		END_OF_DAY
0m held
23 🟢 BUY Feb 12, 2026 12:10pm ET $244.42 52 $12,709.84 — — —
🔴 SELL Feb 13, 2026 12:40pm ET $243.96 52 $12,685.92 $12,818.35 $-23.92
(-0.2%) 		END_OF_DAY
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,818.35
Net Profit/Loss: +$2,818.35
Total Return: +28.18%
Back to Surge