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
SONY
NYSE · Sony Group Corp
28.66
Reversal Risk Warning
70.30%
Entry 3 Mar 2023
16.83
15 Aug 2025
Exit
SPWH
NASDAQ · Sportsmans
2.70
20% entry drawdown
-21.28%
Entry 11 Jul 2025
3.43
15 Aug 2025
Entry
SSL
NYSE · Sasol Ltd
5.74
Trend inclusion
-
5 signals
MA 29.41 · ROC 0.77% · RS 1.76
15 Aug 2025
Exit
SURG
NASDAQ · Surgepays Inc
2.07
20% entry drawdown
-27.37%
Entry 16 May 2025
2.85
15 Aug 2025
Exit
TCRT
NASDAQ · Alaunos Therapeutics Inc
2.25
20% entry drawdown
-26.83%
Entry 13 Jun 2025
3.08
15 Aug 2025
Exit
TME
NYSE · Tencent Music Entertainment Group
24.90
Reversal Risk Warning
189.86%
Entry 29 Dec 2023
8.59
8 Aug 2025
Entry
ABCL
NASDAQ · Abcellera Biologics Inc
4.25
Trend inclusion
-
4 signals
MA 99.24 · ROC 7.41% · RS 30.38
8 Aug 2025
Entry
ADM
NYSE · Archer-Daniels-Midland Company
56.06
Trend inclusion
-
7 signals
MA 55.46 · ROC 1.61% · RS 2.44
8 Aug 2025
Exit
AGEN
NASDAQ · Agenus Inc
4.80
20% entry drawdown
-20.92%
Entry 4 Jul 2025
6.07
8 Aug 2025
Exit
ARRY
NASDAQ · Array Technologies Inc
5.50
20% entry drawdown
-26.37%
Entry 11 Jul 2025
7.47
8 Aug 2025
Entry
BLDP
NASDAQ · Ballard Power Systems Inc
1.80
Trend inclusion
-
4 signals
MA 81.96 · ROC 1.47% · RS 2.73
8 Aug 2025
Entry
BWEN
NASDAQ · Broadwind Energy Inc
2.38
Trend inclusion
-
4 signals
MA 84.31 · ROC 4.67% · RS 10.88
8 Aug 2025
Entry
CELU
NASDAQ · Celularity Inc
3.24
Trend inclusion
-
4 signals
MA 64.47 · ROC 5.84% · RS 27.22
8 Aug 2025
Entry
CTOR
NASDAQ · Citius Oncology, Inc.
1.81
Trend inclusion
-
8 signals
MA 12.05 · ROC 7.09% · RS 15.25
8 Aug 2025
Entry
DAIO
NASDAQ · Data I/O Corporation
3.23
Trend inclusion
-
4 signals
MA 76.81 · ROC 2.14% · RS 5.08
8 Aug 2025
Exit
DASH
NASDAQ · DoorDash, Inc. Class A Common Stock
259.19
Reversal Risk Warning
176.29%
Entry 24 Nov 2023
93.81
8 Aug 2025
Exit
EDIT
NASDAQ · Editas Medicine Inc
2.21
20% entry drawdown
-23.26%
Entry 11 Jul 2025
2.88
8 Aug 2025
Entry
EL
NYSE · Estee Lauder Companies Inc
89.37
Trend inclusion
-
4 signals
MA 95.84 · ROC 3.25% · RS 9.76
8 Aug 2025
Entry
ETSY
NYSE · Etsy, Inc.
60.91
Trend inclusion
-
4 signals
MA 51.06 · ROC 1.68% · RS 5.58
8 Aug 2025
Entry
EVEX
NYSE · Eve Holding Inc
5.86
Trend inclusion
-
7 signals
MA 63.70 · ROC 3.67% · RS 24.46
8 Aug 2025
Entry
GAME
NASDAQ · GameSquare Holdings Inc.
0.98
Trend inclusion
-
5 signals
MA 48.01 · ROC 4.52% · RS 0.41
8 Aug 2025
Exit
HRTX
NASDAQ · Heron Therapeuti
1.32
20% entry drawdown
-37.14%
Entry 4 Apr 2025
2.10
8 Aug 2025
Entry
IMMX
NASDAQ · Immix Biopharma Inc
2.39
Trend inclusion
-
6 signals
MA 39.17 · ROC 3.07% · RS 4.86
8 Aug 2025
Entry
INKT
NASDAQ · Mink Therapeutics Inc
12.06
Trend inclusion
-
5 signals
MA 37.90 · ROC 12.95% · RS 12.95
8 Aug 2025
Entry
LOOP
NASDAQ · Loop Industries Inc
1.63
Trend inclusion
-
7 signals
MA 51.06 · ROC 2.12% · RS 6.96
8 Aug 2025
Entry
MRM
NASDAQ · Medirom Healthcare Technologies Inc
2.76
Trend inclusion
-
6 signals
MA 55.73 · ROC 7.60% · RS 34.54
8 Aug 2025
Exit
NRDY
NYSE · Nerdy Inc
1.28
20% entry drawdown
-24.26%
Entry 16 May 2025
1.69
8 Aug 2025
Exit
NVCT
NASDAQ · Nuvectis Pharma Inc
6.00
20% entry drawdown
-27.27%
Entry 4 Apr 2025
8.25
8 Aug 2025
Entry
ONT
NYSE · Onterris
26.13
Trend inclusion
-
7 signals
MA 44.28 · ROC 3.00% · RS 12.53
8 Aug 2025
Entry
OTLY
NASDAQ · Oatly Group AB ADR
16.51
Trend inclusion
-
4 signals
MA 45.81 · ROC 2.56% · RS 9.04