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
437.05
Total Return
337.05%
CAGR
52.28%
Annualized from first index week
Edge vs Market
+29.83%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4971
Avg 1417.3/yr ·
118.1/mo ·
27.3/wk
Exit Mix
2344
Stop 57.3% ·
Warning 42.5%
· 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
AMCX
NASDAQ · AMC Networks Inc
9.92
4 signals · MA 47.92 · ROC 1.23% · RS 4.42
BFRI
NASDAQ · Biofrontera Inc
1.10
4 signals · MA 27.02 · ROC 3.25% · RS 2.20
FIVN
NASDAQ · Five9 Inc
25.42
6 signals · MA 41.93 · ROC 1.63% · RS 2.87
HPP
NYSE · Hudson Pacific Properties Inc
15.18
4 signals · MA 83.69 · ROC 3.64% · RS 4.60
IFBD
NASDAQ · Infobird Co Ltd
1.21
4 signals · MA 0.63 · ROC 1.78% · RS 2.44
S
NYSE · SentinelOne Inc
17.88
6 signals · MA 36.82 · ROC 1.09% · RS 1.09
STFS
NASDAQ · Star Fashion Culture Holdings Limited
18.29
8 signals · MA 81.90 · ROC 18.63% · RS 12.34
SXC
NYSE · SunCoke Energy Inc
8.22
7 signals · MA 32.21 · ROC 3.23% · RS 1.72
Positions Out
Closed at weekly close
ACDC
NASDAQ · ProFrac Holding Corp.
4.92
20% entry drawdown · -23.36%
AMR
NYSE · Alpha Metallurgical Resources Inc
146.69
20% entry drawdown · -23.81%
IPWR
NASDAQ · Ideal Power Inc
4.57
20% entry drawdown · -25.08%
KELYB
NASDAQ · Kelly Services B Inc
23.95
Reversal Risk Warning · 89.47%
LAND
NASDAQ · Gladstone Land Corporation
8.56
20% entry drawdown · -20.43%
LESL
NASDAQ · Leslies Inc
6.24
20% entry drawdown · -34.93%
LVO
NASDAQ · LiveOne Inc
5.23
20% entry drawdown · -24.64%
TROX
NYSE · Tronox Holdings PLC
6.14
20% entry drawdown · -20.79%
UNCY
NASDAQ · Unicycive Therapeutics Inc
5.21
20% entry drawdown · -22.12%
XWEL
NASDAQ · XWELL Inc.
0.95
20% entry drawdown · -25.57%
Live Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
WAFU
NASDAQ · Wah Fu Education Group Ltd
17 Oct 20251.88
1.56
-17.02%
4
77.42
0.81%
1.04
WATT
NASDAQ · Energous Corporation
20 Mar 202618.04
17.99
-0.28%
4
97.98
7.58%
104.56
WEST
NASDAQ · Westrock Coffee Company
5 Jun 20267.54
7.43
-1.46%
8
89.01
10.08%
20.93
WSC
NASDAQ · Willscot Mobile Mini Holdings Corp A
5 Jun 202626.21
26.24
0.11%
5
85.43
2.98%
0.21
WYHG
NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
3 Jul 20264.51
4.17
-7.54%
4
83.26
5.14%
9.36
XFOR
NASDAQ · X4 Pharmaceuticals Inc
10 Apr 20264.10
4.41
7.56%
4
42.28
2.04%
12.07
XIFR
NYSE · XPLR Infrastructure LP Unit
8 May 202611.73
12.15
3.58%
8
34.34
0.51%
6.37
XPEL
NASDAQ · Xpel Inc
28 Nov 202546.48
44.49
-4.28%
4
54.51
5.76%
11.23
XPER
NYSE · Xperi Corp
29 May 20267.95
7.79
-2.01%
4
96.62
2.84%
7.56
XPRO
NYSE · Expro Group Holdings NV
17 Oct 202512.44
15.46
24.28%
6
59.92
2.10%
1.09
ZD
NASDAQ · Ziff Davis Inc
17 Apr 202647.55
52.18
9.74%
4
91.45
2.32%
20.55
ZGN
NYSE · Ermenegildo Zegna NV
19 Sep 20259.50
13.44
41.47%
4
41.96
0.31%
3.15
ZNTL
NASDAQ · Zentalis Pharmaceuticals Llc
30 Jan 20262.43
4.88
100.82%
4
93.40
15.91%
32.39
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
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
15 Aug 2025
Exit
MTW
NYSE · Manitowoc Company Inc
9.14
20% entry drawdown
-25.75%
Entry 18 Jul 2025
12.31
15 Aug 2025
Exit
NIU
NASDAQ · Niu Technologies
4.99
Reversal Risk Warning
55.94%
Entry 4 Apr 2025
3.20
15 Aug 2025
Entry
NUE
NYSE · Nucor Corp
143.85
Trend inclusion
-
6 signals
MA 42.91 · ROC 2.66% · RS 0.18
15 Aug 2025
Entry
ONCY
NASDAQ · Oncolytics Biotech Inc
1.08
Trend inclusion
-
4 signals
MA 60.37 · ROC 1.74% · RS 14.38
15 Aug 2025
Exit
PHIO
NASDAQ · Phio Pharmaceuticals Corp
2.18
20% entry drawdown
-20.44%
Entry 25 Jul 2025
2.74
15 Aug 2025
Entry
PROK
NASDAQ · ProKidney Corp.
2.36
Trend inclusion
-
4 signals
MA 72.92 · ROC 11.00% · RS 28.02
15 Aug 2025
Entry
QTEX
NASDAQ · QTREX Quantum Ltd.
1.27
Trend inclusion
-
4 signals
MA 83.44 · ROC 3.48% · RS 11.33
15 Aug 2025
Entry
RCI
NYSE · Rogers Communications Inc
33.98
Trend inclusion
-
5 signals
MA 99.19 · ROC 2.66% · RS 3.12
15 Aug 2025
Entry
RRGB
NASDAQ · Red Robin Gourmet Burgers Inc
6.72
Trend inclusion
-
4 signals
MA 48.30 · ROC 1.77% · RS 21.31
15 Aug 2025
Entry
RUN
NASDAQ · Sunrun Inc
13.92
Trend inclusion
-
4 signals
MA 76.86 · ROC 2.52% · RS 11.78
15 Aug 2025
Entry
SCHL
NASDAQ · Scholastic Corporation
25.30
Trend inclusion
-
4 signals
MA 97.14 · ROC 3.90% · RS 1.56
15 Aug 2025
Entry
SOGP
NASDAQ · Sound Group Inc.
3.74
Trend inclusion
-
7 signals
MA 46.90 · ROC 15.58% · RS 58.50