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
8 Aug 2025
Exit
SANA
NASDAQ · Sana Biotechnology Inc
3.00
20% entry drawdown
-23.27%
Entry 1 Aug 2025
3.91
8 Aug 2025
Entry
SRI
NYSE · Stoneridge Inc
7.80
Trend inclusion
-
6 signals
MA 84.20 · ROC 4.13% · RS 1.21
8 Aug 2025
Exit
TLSI
NASDAQ · TriSalus Life Sciences Inc.
3.95
20% entry drawdown
-24.33%
Entry 4 Apr 2025
5.22
8 Aug 2025
Exit
TWST
NASDAQ · Twist Bioscience Corp
25.64
20% entry drawdown
-25.92%
Entry 15 Dec 2023
34.61
8 Aug 2025
Exit
VEON
NASDAQ · VEON Ltd
56.20
Reversal Risk Warning
330.57%
Entry 27 Jan 2023
13.05
8 Aug 2025
Exit
VIOT
NASDAQ · Viomi Technology ADR
3.41
Reversal Risk Warning
255.31%
Entry 9 Aug 2024
0.96
8 Aug 2025
Exit
YALA
NYSE · Yalla Group Ltd
9.08
Reversal Risk Warning
109.70%
Entry 24 Feb 2023
4.33
1 Aug 2025
Entry
ADNT
NYSE · Adient PLC
21.40
Trend inclusion
-
4 signals
MA 90.40 · ROC 3.89% · RS 9.73
1 Aug 2025
Exit
APYX
NASDAQ · Apyx Medical Inc
1.75
20% entry drawdown
-22.57%
Entry 18 Jul 2025
2.26
1 Aug 2025
Entry
AREC
NASDAQ · American Resources Corp Class A
1.18
Trend inclusion
-
4 signals
MA 92.22 · ROC 4.14% · RS 30.69
1 Aug 2025
Entry
ARTL
NASDAQ · Artelo Biosciences Inc
30.60
Trend inclusion
-
5 signals
MA 60.23 · ROC 19.31% · RS 26.78
1 Aug 2025
Exit
BIRD
NASDAQ · Allbirds Inc
9.50
20% entry drawdown
-21.81%
Entry 11 Jul 2025
12.15
1 Aug 2025
Entry
DK
NYSE · Delek US Energy Inc
20.16
Trend inclusion
-
7 signals
MA 76.70 · ROC 5.38% · RS 8.09
1 Aug 2025
Entry
GOOS
NYSE · Canada Goose Holdings Inc
11.27
Trend inclusion
-
7 signals
MA 98.00 · ROC 4.60% · RS 1.27
1 Aug 2025
Entry
HSY
NYSE · Hershey Co
183.49
Trend inclusion
-
6 signals
MA 77.93 · ROC 0.61% · RS 2.33
1 Aug 2025
Exit
IMCC
NASDAQ · Im Cannabis Corp
2.53
20% entry drawdown
-26.02%
Entry 18 Jul 2025
3.42
1 Aug 2025
Exit
JD
NASDAQ · JD.com Inc Adr
29.86
20% entry drawdown
-20.34%
Entry 18 Oct 2024
37.48
1 Aug 2025
Entry
MANU
NYSE · Manchester United Ltd
17.57
Trend inclusion
-
4 signals
MA 63.79 · ROC 0.41% · RS 2.39
1 Aug 2025
Entry
MDXH
NASDAQ · MDxHealth SA ADR
2.43
Trend inclusion
-
4 signals
MA 86.27 · ROC 0.37% · RS 5.59
1 Aug 2025
Exit
META
NASDAQ · Meta Platforms Inc.
747.60
Reversal Risk Warning
266.04%
Entry 24 Mar 2023
204.24
1 Aug 2025
Entry
MIRA
NASDAQ · MIRA Pharmaceuticals, Inc. Common Stock
1.54
Trend inclusion
-
8 signals
MA 71.60 · ROC 4.98% · RS 7.34
1 Aug 2025
Exit
NRXP
NASDAQ · NRX Pharmaceuticals Inc
2.59
20% entry drawdown
-24.71%
Entry 13 Jun 2025
3.44
1 Aug 2025
Exit
OM
NASDAQ · Outset Medical Inc
15.04
20% entry drawdown
-28.04%
Entry 4 Jul 2025
20.90
1 Aug 2025
Exit
OPK
NASDAQ · Opko Health Inc
1.19
20% entry drawdown
-20.67%
Entry 9 Aug 2024
1.50
1 Aug 2025
Entry
ORIO
NASDAQ · Orion Digital Corp.
1.55
Trend inclusion
-
5 signals
MA 97.33 · ROC 5.44% · RS 12.88
1 Aug 2025
Entry
SANA
NASDAQ · Sana Biotechnology Inc
3.91
Trend inclusion
-
4 signals
MA 97.54 · ROC 15.04% · RS 13.16
1 Aug 2025
Exit
STKS
NASDAQ · One Group Hospitality Inc
2.96
20% entry drawdown
-28.50%
Entry 27 Jun 2025
4.14
1 Aug 2025
Exit
STM
NYSE · STMicroelectronics NV ADR
24.83
20% entry drawdown
-22.34%
Entry 11 Jul 2025
31.97
1 Aug 2025
Entry
SVV
NYSE · Savers Value Village, Inc.
11.47
Trend inclusion
-
5 signals
MA 40.53 · ROC 0.57% · RS 9.68
1 Aug 2025
Exit
TAOX
NASDAQ · TAO Synergies Inc.
5.99
20% entry drawdown
-40.75%
Entry 18 Jul 2025
10.11