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
437.28
Total Return
337.28%
CAGR
52.30%
Annualized from first index week
Edge vs Market
+29.85%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4969
Avg 1416.8/yr ·
118.1/mo ·
27.2/wk
Exit Mix
2343
Stop 57.3% ·
Warning 42.6%
· 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
28 Mar 2025
Exit
NMTC
NASDAQ · Neuroone Medical Technologies Corp
5.16
20% entry drawdown
-25.22%
Entry 31 Jan 2025
6.90
28 Mar 2025
Exit
NUVB
NYSE · Nuvation Bio Inc
1.82
20% entry drawdown
-20.18%
Entry 15 Mar 2024
2.28
28 Mar 2025
Entry
OCSL
NASDAQ · Oaktree Specialty Lending Corp
13.27
Trend inclusion
-
5 signals
MA 15.93 · ROC 0.29% · RS 0.54
28 Mar 2025
Exit
OWLT
NYSE · Owlet Inc
3.58
20% entry drawdown
-20.27%
Entry 14 Mar 2025
4.49
28 Mar 2025
Entry
PUK
NYSE · Prudential PLC ADR
21.02
Trend inclusion
-
4 signals
MA 94.54 · ROC 2.75% · RS 23.61
28 Mar 2025
Entry
REBN
NASDAQ · Reborn Coffee Inc
3.75
Trend inclusion
-
4 signals
MA 50.54 · ROC 3.73% · RS 18.00
28 Mar 2025
Exit
SABR
NASDAQ · Sabre Corpo
3.06
20% entry drawdown
-21.34%
Entry 7 Mar 2025
3.89
28 Mar 2025
Entry
TAP-A
NYSE · Molson Coors Beverage Company
56.54
Trend inclusion
-
7 signals
MA 79.35 · ROC 1.47% · RS 1.12
28 Mar 2025
Exit
ULCC
NASDAQ · Frontier Group Holdings Inc
4.80
20% entry drawdown
-28.89%
Entry 20 Dec 2024
6.75
28 Mar 2025
Exit
ZH
NYSE · Zhihu Inc ADR
4.31
20% entry drawdown
-24.39%
Entry 7 Mar 2025
5.70
21 Mar 2025
Entry
ALBT
NASDAQ · Avalon GloboCare Corp.
6.29
Trend inclusion
-
4 signals
MA 71.73 · ROC 6.89% · RS 38.27
21 Mar 2025
Exit
ATXG
NASDAQ · Addentax Group Corp
11.82
20% entry drawdown
-27.37%
Entry 21 Feb 2025
16.28
21 Mar 2025
Exit
BNTC
NASDAQ · Benitec Biopharma Ltd ADR
16.11
Reversal Risk Warning
225.45%
Entry 22 Mar 2024
4.95
21 Mar 2025
Entry
CHTR
NASDAQ · Charter Communications Inc
363.81
Trend inclusion
-
4 signals
MA 11.72 · ROC 0.18% · RS 10.20
21 Mar 2025
Exit
EVER
NASDAQ · EverQuote Inc Class A
28.71
Reversal Risk Warning
128.58%
Entry 22 Dec 2023
12.56
21 Mar 2025
Entry
EYE
NASDAQ · National Vision Holdings Inc
13.02
Trend inclusion
-
6 signals
MA 43.69 · ROC 1.34% · RS 1.09
21 Mar 2025
Entry
HGBL
NASDAQ · Heritage Global Inc
2.16
Trend inclusion
-
6 signals
MA 37.69 · ROC 1.40% · RS 4.07
21 Mar 2025
Entry
INKT
NASDAQ · Mink Therapeutics Inc
9.10
Trend inclusion
-
6 signals
MA 24.48 · ROC 0.77% · RS 5.93
21 Mar 2025
Exit
RXT
NASDAQ · Rackspace Technology Inc
1.87
20% entry drawdown
-25.79%
Entry 14 Jun 2024
2.52
21 Mar 2025
Entry
SSTI
NASDAQ · Shotspotter Inc
17.88
Trend inclusion
-
4 signals
MA 95.41 · ROC 1.80% · RS 31.62
21 Mar 2025
Entry
SY
NASDAQ · So-Young International Inc
0.97
Trend inclusion
-
4 signals
MA 8.89 · ROC 1.23% · RS 5.91
21 Mar 2025
Entry
TITN
NASDAQ · Titan Machinery Inc
17.05
Trend inclusion
-
7 signals
MA 4.83 · ROC 0.98% · RS 0.97
21 Mar 2025
Exit
TRVG
NASDAQ · Trivago NV
5.40
Reversal Risk Warning
84.30%
Entry 24 Jan 2025
2.93
21 Mar 2025
Entry
TWI
NYSE · Titan International Inc
8.72
Trend inclusion
-
5 signals
MA 13.60 · ROC 1.22% · RS 3.44
21 Mar 2025
Entry
VRM
NASDAQ · Vroom, Inc. Common Stock
26.75
Trend inclusion
-
4 signals
MA 57.22 · ROC 22.80% · RS 101.31
14 Mar 2025
Exit
ACR
NYSE · Acres Commercial Realty Corp
22.90
Reversal Risk Warning
126.28%
Entry 2 Feb 2024
10.12
14 Mar 2025
Exit
ACRS
NASDAQ · Aclaris Therapeutics Inc
1.56
20% entry drawdown
-23.90%
Entry 15 Nov 2024
2.05
14 Mar 2025
Exit
AEO
NYSE · American Eagle Outfitters Inc
10.58
20% entry drawdown
-23.40%
Entry 22 Sep 2023
13.81
14 Mar 2025
Entry
APPS
NASDAQ · Digital Turbine Inc
3.35
Trend inclusion
-
4 signals
MA 36.66 · ROC 3.54% · RS 35.16
14 Mar 2025
Exit
ASIX
NYSE · AdvanSix Inc
23.06
20% entry drawdown
-20.40%
Entry 27 Sep 2024
28.97