Universe
Active equities from the selected country only. ETFs, crypto, commodities, and listings outside the selected market are excluded from each country index.
Signal Validation
Trend Performance Index
United States equities with 4-8 positive trend weeks, a weekly close below fair value, positive Market Activity, positive 30-week SMA Rate of Change, and positive Relative Strength.
Index Value
442.32
Total Return
342.32%
CAGR
53.15%
Annualized from first index week
Edge vs Market
+31.04%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.25
Sortino 3.84
Current Holdings
285
Transactions
4953
Avg 1420.0/yr ·
118.3/mo ·
27.3/wk
Exit Mix
2334
Stop 57.2% ·
Warning 42.7%
· Other 0.1%
Method
How The Index Works
The index is a weekly, equal-weighted performance model for the selected country’s equities. It starts at 100.00 on the first transaction week after 1 Jan 2023 and is rebuilt from stored weekly closes, indicators, and Smart Money warning data.
Entry Rule
A stock enters at that week’s close when it has 4-8 positive trend signals, the close is below that week’s fair value, Market Activity, 30-week SMA 4-week Rate of Change, and Relative Strength are all above zero, and there is no Reversal Risk or Reversal Danger Warning that week.
Exit Rule
A position exits at the weekly close on the first Reversal Risk Warning or Reversal Danger Warning. It also exits if the weekly close falls 20% or more below the original entry close.
Return Math
Each active holding contributes equally. The weekly index return is the average weekly close-to-close return of all positions active during that week, then compounded into the index value.
Assumptions
- Positions that exit cannot re-enter during the same positive trend run; the trend signal must reset first.
- New positions are not opened on weeks with Reversal Risk or Reversal Danger Warnings.
- Positions are closed at the last valid close if a 5x or larger weekly close scale break indicates a price-data unit change.
- Transaction prices are the stored weekly closes for the entry or exit week, except price scale-break exits, which use the last valid close.
- Returns are shown before transaction costs, bid-ask spreads, slippage, taxes, and other implementation frictions.
Weekly Index
Cumulative Value
Latest Week
Positions In And Out
New Positions In
Entries at weekly close
AIRJ
NASDAQ · AirJoule Technologies Corporation
4.84
5 signals · MA 76.39 · ROC 4.24% · RS 3.81
COOK
NYSE · Traeger Inc
73.83
4 signals · MA 83.35 · ROC 9.24% · RS 22.03
EDIT
NASDAQ · Editas Medicine Inc
3.65
8 signals · MA 23.20 · ROC 2.51% · RS 18.52
EPC
NYSE · Edgewell Personal Care Co
27.21
4 signals · MA 81.29 · ROC 5.52% · RS 19.35
JXG
NASDAQ · JX Luxventure Group Inc.
10.84
4 signals · MA 84.92 · ROC 12.88% · RS 8.46
MAN
NYSE · ManpowerGroup Inc
38.79
4 signals · MA 92.33 · ROC 3.87% · RS 8.61
MRDN
NASDAQ · Meridian Holdings Inc
13.57
5 signals · MA 82.73 · ROC 5.93% · RS 2.64
NWL
NASDAQ · Newell Brands Inc
5.83
4 signals · MA 79.52 · ROC 6.86% · RS 15.74
QMCO
NASDAQ · Quantum Corporation
10.16
5 signals · MA 99.53 · ROC 9.13% · RS 7.75
SABR
NASDAQ · Sabre Corpo
2.09
7 signals · MA 78.18 · ROC 2.51% · RS 3.07
TLX
NASDAQ · Telix Pharmaceuticals Limited
11.87
8 signals · MA 51.65 · ROC 1.56% · RS 4.35
WYHG
NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
4.51
4 signals · MA 72.17 · ROC 5.14% · RS 9.36
Positions Out
Closed at weekly closeLive Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
VLRS
NYSE · Volaris
17 Oct 20257.00
9.16
30.86%
6
71.67
2.34%
0.71
WAFU
NASDAQ · Wah Fu Education Group Ltd
17 Oct 20251.88
1.57
-16.49%
4
77.42
0.81%
1.04
WATT
NASDAQ · Energous Corporation
20 Mar 202618.04
24.09
33.54%
4
97.98
7.58%
104.56
WEST
NASDAQ · Westrock Coffee Company
5 Jun 20267.54
7.06
-6.37%
8
87.58
10.08%
20.93
WSC
NASDAQ · Willscot Mobile Mini Holdings Corp A
5 Jun 202626.21
26.66
1.72%
5
85.43
2.98%
0.21
WYHG
NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
3 Jul 20264.51
4.51
New
Entry week
4
72.17
5.14%
9.36
XFOR
NASDAQ · X4 Pharmaceuticals Inc
10 Apr 20264.10
4.13
0.73%
4
42.28
2.04%
12.07
XIFR
NYSE · XPLR Infrastructure LP Unit
8 May 202611.73
12.35
5.29%
8
34.34
0.51%
6.37
XPEL
NASDAQ · Xpel Inc
28 Nov 202546.48
48.52
4.39%
4
54.51
5.76%
11.23
XPER
NYSE · Xperi Corp
29 May 20267.95
8.20
3.14%
4
96.62
2.84%
7.56
XPRO
NYSE · Expro Group Holdings NV
17 Oct 202512.44
14.38
15.59%
6
59.92
2.10%
1.09
XWEL
NASDAQ · XWELL Inc.
1 May 20261.28
1.07
-16.41%
4
35.17
2.44%
19.60
ZD
NASDAQ · Ziff Davis Inc
17 Apr 202647.55
52.43
10.26%
4
91.45
2.32%
20.55
ZGN
NYSE · Ermenegildo Zegna NV
19 Sep 20259.50
13.17
38.63%
4
41.96
0.31%
3.15
ZNTL
NASDAQ · Zentalis Pharmaceuticals Llc
30 Jan 20262.43
4.46
83.54%
4
93.40
15.91%
32.39
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
1 May 2026
Exit
IHRT
NASDAQ · iHeartMedia Inc Class A
6.33
Reversal Risk Warning
144.40%
Entry 12 Sep 2025
2.59
1 May 2026
Exit
IMCR
NASDAQ · Immunocore Holdings Ltd
28.16
20% entry drawdown
-22.45%
Entry 18 Jul 2025
36.31
1 May 2026
Exit
KNOP
NYSE · KNOT Offshore Partners LP
11.19
Reversal Risk Warning
86.91%
Entry 5 Jan 2024
5.99
1 May 2026
Exit
KODK
NYSE · Eastman Kodak Co
14.08
Reversal Risk Warning
175.54%
Entry 5 Apr 2024
5.11
1 May 2026
Entry
KPTI
NASDAQ · Karyopharm Therapeutics Inc
8.77
Trend inclusion
-
4 signals
MA 54.99 · ROC 4.56% · RS 23.02
1 May 2026
Exit
LITE
NASDAQ · Lumentum Holdings Inc
949.93
Reversal Risk Warning
1602.99%
Entry 13 Sep 2024
55.78
1 May 2026
Exit
LWLG
NASDAQ · Lightwave Logic Inc
16.27
Reversal Risk Warning
384.23%
Entry 29 Aug 2025
3.36
1 May 2026
Exit
RMBI
NASDAQ · Richmond Mutual Bancorporation Inc
15.33
Reversal Risk Warning
35.81%
Entry 15 Mar 2024
11.29
1 May 2026
Entry
SCYX
NASDAQ · Scynexis Inc
7.92
Trend inclusion
-
4 signals
MA 97.81 · ROC 0.02% · RS 7.85
1 May 2026
Entry
SKYQ
NASDAQ · Sky Quarry Inc
5.90
Trend inclusion
-
4 signals
MA 55.62 · ROC 15.80% · RS 18.32
1 May 2026
Exit
SNDA
NYSE · Sonida Senior Living Inc
37.47
Reversal Risk Warning
218.35%
Entry 1 Mar 2024
11.77
1 May 2026
Exit
SSL
NYSE · Sasol Ltd
13.70
Reversal Risk Warning
138.68%
Entry 15 Aug 2025
5.74
1 May 2026
Exit
SWBI
NASDAQ · Smith & Wesson Brands Inc
15.44
Reversal Risk Warning
44.50%
Entry 9 Jan 2026
10.68
1 May 2026
Exit
TG
NYSE · Tredegar Corporation
10.00
Reversal Risk Warning
55.76%
Entry 13 Sep 2024
6.42
1 May 2026
Exit
TORO
NASDAQ · Toro Ltd
6.68
Reversal Risk Warning
232.03%
Entry 26 Sep 2025
2.01
1 May 2026
Entry
VAC
NYSE · Marriot Vacations Worldwide
72.06
Trend inclusion
-
4 signals
MA 72.44 · ROC 0.24% · RS 0.69
1 May 2026
Exit
VIAV
NASDAQ · Viavi Solutions Inc
55.33
Reversal Risk Warning
461.16%
Entry 1 Nov 2024
9.86
1 May 2026
Entry
XWEL
NASDAQ · XWELL Inc.
1.28
Trend inclusion
-
4 signals
MA 35.17 · ROC 2.44% · RS 19.60
1 May 2026
Exit
ZM
NASDAQ · Zoom Video Communications Inc
103.44
Reversal Risk Warning
36.83%
Entry 1 Nov 2024
75.60
24 Apr 2026
Exit
AMPX
NYSE · Amprius Technologies Inc.
20.66
Reversal Risk Warning
775.42%
Entry 27 Dec 2024
2.36
24 Apr 2026
Entry
ASIX
NYSE · AdvanSix Inc
23.25
Trend inclusion
-
5 signals
MA 87.79 · ROC 2.44% · RS 6.49
24 Apr 2026
Exit
BWAY
NASDAQ · Brainsway Ltd
16.37
Reversal Risk Warning
926.33%
Entry 18 Aug 2023
1.60
24 Apr 2026
Exit
ERAS
NASDAQ · Erasca Inc
21.49
Reversal Risk Warning
788.02%
Entry 3 Oct 2025
2.42
24 Apr 2026
Exit
IMUX
NASDAQ · Immunic Inc
8.80
20% entry drawdown
-24.13%
Entry 3 Apr 2026
11.60
24 Apr 2026
Entry
LRMR
NASDAQ · Larimar Therapeutics Inc
4.54
Trend inclusion
-
4 signals
MA 27.71 · ROC 1.53% · RS 8.55
24 Apr 2026
Entry
PRTS
NASDAQ · CarParts.Com Inc
9.72
Trend inclusion
-
4 signals
MA 85.55 · ROC 0.26% · RS 18.69
24 Apr 2026
Exit
RES
NYSE · RPC Inc
7.95
Reversal Risk Warning
37.98%
Entry 5 Dec 2025
5.77
24 Apr 2026
Exit
SILA
NYSE · Sila Realty Trust, Inc.
30.00
Reversal Risk Warning
41.92%
Entry 23 Aug 2024
21.14
24 Apr 2026
Entry
SIRI
NASDAQ · Sirius XM Holding Inc
26.34
Trend inclusion
-
4 signals
MA 70.31 · ROC 1.35% · RS 7.17
24 Apr 2026
Entry
TLYS
NYSE · Tillys Inc
3.99
Trend inclusion
-
6 signals
MA 98.77 · ROC 19.53% · RS 92.90