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
24 Apr 2026
Entry
VFS
NASDAQ · VinFast Auto Ltd. Ordinary Shares
4.36
Trend inclusion
-
4 signals
MA 37.42 · ROC 4.33% · RS 10.96
17 Apr 2026
Entry
AESI
NYSE · Atlas Energy Solutions Inc.
13.29
Trend inclusion
-
6 signals
MA 48.84 · ROC 1.80% · RS 2.59
17 Apr 2026
Exit
ANRO
NYSE · Alto Neuroscience, Inc.
27.72
Reversal Risk Warning
302.32%
Entry 3 Oct 2025
6.89
17 Apr 2026
Entry
ASRT
NASDAQ · Assertio Therapeutics Inc
18.01
Trend inclusion
-
4 signals
MA 93.08 · ROC 6.92% · RS 37.06
17 Apr 2026
Exit
AVNS
NYSE · Avanos Medical Inc
24.62
Reversal Risk Warning
65.23%
Entry 13 Feb 2026
14.90
17 Apr 2026
Entry
BCBP
NASDAQ · BCB Bancorp Inc
9.30
Trend inclusion
-
4 signals
MA 68.45 · ROC 1.11% · RS 2.62
17 Apr 2026
Exit
DLR
NYSE · Digital Realty Trust Inc
202.29
Reversal Risk Warning
80.78%
Entry 28 Jul 2023
111.90
17 Apr 2026
Exit
EQIX
NASDAQ · Equinix Inc
1083.37
Reversal Risk Warning
70.14%
Entry 24 Feb 2023
636.77
17 Apr 2026
Exit
IRD
NASDAQ · Opus Genetics, Inc.
5.75
Reversal Risk Warning
352.76%
Entry 5 Sep 2025
1.27
17 Apr 2026
Entry
KRO
NYSE · Kronos Worldwide Inc
6.27
Trend inclusion
-
4 signals
MA 74.90 · ROC 1.06% · RS 0.35
17 Apr 2026
Entry
LYB
NYSE · LyondellBasell Industries NV
65.60
Trend inclusion
-
8 signals
MA 97.33 · ROC 5.97% · RS 12.09
17 Apr 2026
Exit
MNSB
NASDAQ · Mainstreet Bank
24.14
Reversal Risk Warning
23.03%
Entry 11 Jul 2025
19.62
17 Apr 2026
Exit
NCSM
NASDAQ · NCS Multistage Holdings Inc
75.33
Reversal Risk Warning
304.97%
Entry 10 May 2024
18.60
17 Apr 2026
Exit
NN
NASDAQ · Nextnav Acquisition Corp
22.83
Reversal Risk Warning
470.75%
Entry 18 Aug 2023
4.00
17 Apr 2026
Exit
SATS
NASDAQ · EchoStar Corporation
133.21
Reversal Risk Warning
620.44%
Entry 24 May 2024
18.49
17 Apr 2026
Entry
SM
NYSE · SM Energy Co
25.79
Trend inclusion
-
4 signals
MA 58.09 · ROC 1.97% · RS 0.36
17 Apr 2026
Exit
SQM
NYSE · Sociedad Quimica y Minera de Chile SA ADR B
87.81
Reversal Risk Warning
104.64%
Entry 19 Sep 2025
42.91
17 Apr 2026
Exit
SSSS
NASDAQ · SuRo Capital Corp
12.93
Reversal Risk Warning
236.20%
Entry 20 Oct 2023
3.85
17 Apr 2026
Exit
SYPR
NASDAQ · Sypris Solutions Inc
3.97
Reversal Risk Warning
105.70%
Entry 21 Feb 2025
1.93
17 Apr 2026
Exit
TSAT
NASDAQ · Telesat Corp
51.80
Reversal Risk Warning
333.11%
Entry 20 Sep 2024
11.96
17 Apr 2026
Entry
TUSK
NASDAQ · Mammoth Energy Services Inc
2.71
Trend inclusion
-
4 signals
MA 42.35 · ROC 1.69% · RS 2.67
17 Apr 2026
Exit
UI
NYSE · Ubiquiti Networks Inc
1083.07
Reversal Risk Warning
568.27%
Entry 12 Jul 2024
162.07
17 Apr 2026
Exit
XPO
NYSE · XPO Logistics Inc
225.02
Reversal Risk Warning
525.23%
Entry 6 Jan 2023
35.99
17 Apr 2026
Entry
ZD
NASDAQ · Ziff Davis Inc
47.55
Trend inclusion
-
4 signals
MA 91.45 · ROC 2.32% · RS 20.55
10 Apr 2026
Entry
AMR
NYSE · Alpha Metallurgical Resources Inc
192.52
Trend inclusion
-
4 signals
MA 11.80 · ROC 4.45% · RS 14.01
10 Apr 2026
Exit
AMX
NYSE · America Movil SAB de CV ADR
27.19
Reversal Risk Warning
65.37%
Entry 30 May 2025
16.44
10 Apr 2026
Entry
ATOM
NASDAQ · Atomera Inc
5.09
Trend inclusion
-
6 signals
MA 15.56 · ROC 3.98% · RS 16.03
10 Apr 2026
Exit
CBUS
NASDAQ · Cibus Global LLC
1.51
20% entry drawdown
-27.40%
Entry 6 Feb 2026
2.08
10 Apr 2026
Exit
CENX
NASDAQ · Century Aluminum Company
66.96
Reversal Risk Warning
478.24%
Entry 26 Jan 2024
11.58
10 Apr 2026
Exit
ECVT
NYSE · Ecovyst Inc
13.93
Reversal Risk Warning
54.95%
Entry 25 Jul 2025
8.99