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
19 Dec 2025
Exit
WETH
NASDAQ · Wetouch Technology Inc. Common Stock
1.54
20% entry drawdown
-24.51%
Entry 21 Nov 2025
2.04
12 Dec 2025
Exit
AAP
NYSE · Advance Auto Parts Inc
45.90
20% entry drawdown
-20.58%
Entry 25 Jul 2025
57.79
12 Dec 2025
Entry
ANVS
NYSE · Annovis Bio Inc
4.13
Trend inclusion
-
4 signals
MA 89.18 · ROC 16.27% · RS 37.50
12 Dec 2025
Exit
BBIO
NASDAQ · BridgeBio Pharma Inc
75.15
Reversal Risk Warning
353.26%
Entry 31 Mar 2023
16.58
12 Dec 2025
Exit
BXMT
NYSE · Blackstone Mortgage Trust Inc
19.48
Reversal Risk Warning
16.69%
Entry 22 Sep 2023
16.69
12 Dec 2025
Exit
BZUN
NASDAQ · Baozun Inc
2.76
20% entry drawdown
-20.69%
Entry 10 Oct 2025
3.48
12 Dec 2025
Exit
CVNA
NYSE · Carvana Co
91.14
Reversal Risk Warning
2289.51%
Entry 9 Jun 2023
3.81
12 Dec 2025
Entry
DVN
NYSE · Devon Energy Corporation
36.81
Trend inclusion
-
5 signals
MA 38.11 · ROC 2.10% · RS 0.25
12 Dec 2025
Exit
FBK
NYSE · FB Financial Corp
58.58
Reversal Risk Warning
71.99%
Entry 1 Dec 2023
34.06
12 Dec 2025
Exit
FOX
NASDAQ · Fox Corp Class B
62.75
Reversal Risk Warning
114.24%
Entry 10 Mar 2023
29.29
12 Dec 2025
Entry
GLBS
NASDAQ · Globus Maritime Ltd
1.46
Trend inclusion
-
7 signals
MA 54.23 · ROC 3.89% · RS 6.96
12 Dec 2025
Exit
GM
NYSE · General Motors Company
80.52
Reversal Risk Warning
100.85%
Entry 1 Mar 2024
40.09
12 Dec 2025
Exit
IQ
NASDAQ · iQIYI Inc
1.95
20% entry drawdown
-21.05%
Entry 3 Oct 2025
2.47
12 Dec 2025
Exit
JFU
NASDAQ · 9F Inc
7.37
Reversal Risk Warning
208.37%
Entry 22 Aug 2025
2.39
12 Dec 2025
Entry
KLRS
NASDAQ · Kalaris Therapeutics, Inc.
8.87
Trend inclusion
-
6 signals
MA 70.05 · ROC 7.40% · RS 27.30
12 Dec 2025
Exit
KRKR
NASDAQ · 36Kr Holdings Inc
4.25
20% entry drawdown
-26.72%
Entry 23 May 2025
5.80
12 Dec 2025
Exit
LC
NYSE · LendingClub Corp
19.90
Reversal Risk Warning
87.03%
Entry 2 Aug 2024
10.64
12 Dec 2025
Exit
LNC
NYSE · Lincoln National Corporation
44.00
Reversal Risk Warning
75.07%
Entry 26 Jan 2024
25.13
12 Dec 2025
Exit
NUTX
NASDAQ · Nutex Health Inc
184.89
Reversal Risk Warning
745.40%
Entry 4 Oct 2024
21.87
12 Dec 2025
Exit
OESX
NASDAQ · Orion Energy Systems Inc
17.68
Reversal Risk Warning
86.46%
Entry 24 Oct 2025
9.48
12 Dec 2025
Exit
OLMA
NASDAQ · Olema Pharmaceuticals Inc
33.05
Reversal Risk Warning
325.35%
Entry 12 Sep 2025
7.77
12 Dec 2025
Entry
PROF
NASDAQ · Profound Medical Corp
7.33
Trend inclusion
-
5 signals
MA 74.50 · ROC 4.48% · RS 8.96
12 Dec 2025
Exit
QNRX
NASDAQ · Quoin Pharmaceuticals Ltd DRC
10.30
20% entry drawdown
-31.47%
Entry 14 Nov 2025
15.03
12 Dec 2025
Entry
SGML
NASDAQ · Sigma Lithium Resources Corp
10.93
Trend inclusion
-
4 signals
MA 81.53 · ROC 4.23% · RS 18.12
12 Dec 2025
Entry
SSP
NASDAQ · E. W. Scripps Co Class A
4.39
Trend inclusion
-
4 signals
MA 91.70 · ROC 9.70% · RS 46.76
12 Dec 2025
Entry
TXMD
NASDAQ · TherapeuticsMD Inc
1.75
Trend inclusion
-
4 signals
MA 94.59 · ROC 3.91% · RS 28.71
12 Dec 2025
Exit
TXO
NYSE · MorningStar Partners, L.P.
11.21
20% entry drawdown
-23.70%
Entry 4 Apr 2025
14.69
5 Dec 2025
Exit
ANGO
NASDAQ · AngioDynamics Inc
13.47
Reversal Risk Warning
77.00%
Entry 16 Aug 2024
7.61
5 Dec 2025
Exit
ANIX
NASDAQ · Anixa Biosciences Inc
4.79
Reversal Risk Warning
39.24%
Entry 18 Jul 2025
3.44
5 Dec 2025
Entry
ATNI
NASDAQ · ATN International Inc
20.94
Trend inclusion
-
4 signals
MA 92.66 · ROC 3.87% · RS 11.20