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
22 Aug 2025
Entry
PRME
NASDAQ · Prime Medicine, Inc. Common Stock
3.55
Trend inclusion
-
4 signals
MA 41.63 · ROC 3.72% · RS 9.98
22 Aug 2025
Entry
RYM
NASDAQ · RYTHM, Inc.
28.90
Trend inclusion
-
5 signals
MA 37.72 · ROC 1.05% · RS 25.47
22 Aug 2025
Exit
SE
NYSE · Sea Ltd
185.53
Reversal Risk Warning
236.96%
Entry 19 Apr 2024
55.06
22 Aug 2025
Entry
SHLS
NASDAQ · Shoals Technologies Group Inc
6.48
Trend inclusion
-
7 signals
MA 35.11 · ROC 0.28% · RS 19.31
22 Aug 2025
Entry
SLDB
NASDAQ · Solid Biosciences LLC
5.93
Trend inclusion
-
7 signals
MA 70.26 · ROC 8.69% · RS 4.87
22 Aug 2025
Exit
SNWV
NASDAQ · SANUWAVE Health, Inc. Common Stock
45.00
Reversal Risk Warning
157.14%
Entry 25 Oct 2024
17.50
22 Aug 2025
Entry
ST
NYSE · Sensata Technologies Holding NV
33.11
Trend inclusion
-
7 signals
MA 45.96 · ROC 1.74% · RS 3.84
22 Aug 2025
Exit
TDUP
NASDAQ · ThredUp Inc
11.68
Reversal Risk Warning
372.87%
Entry 7 Feb 2025
2.47
22 Aug 2025
Exit
TRTX
NYSE · TPG RE Finance Trust Inc
8.10
Reversal Risk Warning
45.80%
Entry 12 Apr 2024
5.55
22 Aug 2025
Entry
VOR
NASDAQ · Vor Biopharma Inc
43.40
Trend inclusion
-
4 signals
MA 55.02 · ROC 9.25% · RS 88.71
15 Aug 2025
Entry
AEHR
NASDAQ · Aehr Test Systems
18.31
Trend inclusion
-
4 signals
MA 76.95 · ROC 3.75% · RS 29.97
15 Aug 2025
Entry
ALTG
NYSE · Alta Equipment Group Inc
8.02
Trend inclusion
-
4 signals
MA 82.02 · ROC 2.81% · RS 15.99
15 Aug 2025
Exit
AWI
NYSE · Armstrong World Industries Inc
192.99
Reversal Risk Warning
137.18%
Entry 17 Nov 2023
81.37
15 Aug 2025
Entry
BRNS
NASDAQ · Barinthus Biotherapeutics plc
1.24
Trend inclusion
-
4 signals
MA 56.59 · ROC 5.02% · RS 0.71
15 Aug 2025
Exit
BSBK
NASDAQ · Bogota Financial Corp
9.09
Reversal Risk Warning
9.26%
Entry 1 Nov 2024
8.32
15 Aug 2025
Entry
CALY
NYSE · Callaway Golf Company
9.86
Trend inclusion
-
5 signals
MA 61.33 · ROC 1.30% · RS 8.05
15 Aug 2025
Exit
CLFD
NASDAQ · Clearfield Inc
31.38
20% entry drawdown
-21.57%
Entry 20 Jun 2025
40.01
15 Aug 2025
Entry
CRBU
NASDAQ · Caribou Biosciences Inc
1.98
Trend inclusion
-
4 signals
MA 98.66 · ROC 3.76% · RS 11.37
15 Aug 2025
Exit
DHX
NYSE · DHI Group Inc
2.19
20% entry drawdown
-21.22%
Entry 25 Jul 2025
2.78
15 Aug 2025
Entry
DPRO
NASDAQ · Draganfly Inc
4.26
Trend inclusion
-
4 signals
MA 96.48 · ROC 4.75% · RS 20.76
15 Aug 2025
Entry
ENVX
NASDAQ · Enovix Corp
10.21
Trend inclusion
-
4 signals
MA 64.75 · ROC 2.44% · RS 4.33
15 Aug 2025
Entry
EVC
NYSE · Entravision Communications
2.32
Trend inclusion
-
5 signals
MA 19.11 · ROC 0.25% · RS 6.23
15 Aug 2025
Exit
EVEX
NYSE · Eve Holding Inc
4.62
20% entry drawdown
-21.16%
Entry 8 Aug 2025
5.86
15 Aug 2025
Exit
GAME
NASDAQ · GameSquare Holdings Inc.
0.77
20% entry drawdown
-21.56%
Entry 8 Aug 2025
0.98
15 Aug 2025
Exit
GENI
NYSE · Genius Sports Ltd
12.91
Reversal Risk Warning
128.09%
Entry 16 Jun 2023
5.66
15 Aug 2025
Exit
HTT
NYSE · High Templar Tech Limited Sponsored ADR Class A
4.67
Reversal Risk Warning
285.95%
Entry 3 Mar 2023
1.21
15 Aug 2025
Entry
LIDR
NASDAQ · Aeye Inc
2.54
Trend inclusion
-
4 signals
MA 52.15 · ROC 20.10% · RS 95.47
15 Aug 2025
Entry
LXRX
NASDAQ · Lexicon Pharmaceuticals Inc
1.24
Trend inclusion
-
6 signals
MA 86.78 · ROC 7.03% · RS 12.15
15 Aug 2025
Entry
MGA
NYSE · Magna International Inc
43.18
Trend inclusion
-
4 signals
MA 59.44 · ROC 1.10% · RS 4.52
15 Aug 2025
Exit
MRM
NASDAQ · Medirom Healthcare Technologies Inc
2.12
20% entry drawdown
-23.19%
Entry 8 Aug 2025
2.76