Simulated with $10,000 starting capital
PHASE 5: BULL TREND
Signals generated 2026-05-06 10:46:42

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
7,169
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-06
Trading Days
90 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
$12,178.20
Current Value
$12,818.35
Period P&L
$640.15
Max Drawdown
-9.8%
Sharpe Ratio
0.43

Trade Statistics (Year to Date)

Trades in Period
10
Winners / Losers
6 / 4
Best Trade
+2.51%
Worst Trade
-1.07%
Avg Trade Return
+0.53%
Avg Hold Time
1.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$251,356.11
Estimated Fees
$0.00
Gross P&L
$640.15
Net P&L (after fees)
$640.15
Gross Return
+5.26%
Net Return (after fees)
+5.26%

✅ 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: 90 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 10 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,178.20 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 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
2 🟢 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
3 🟢 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
4 🟢 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
5 🟢 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
6 🟢 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
7 🟢 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
8 🟢 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
9 🟢 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
10 🟢 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%
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