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
7 Mar 2025
Exit
AGPU
NASDAQ · Axe Compute Inc.
17.10
20% entry drawdown
-29.63%
Entry 14 Feb 2025
24.30
7 Mar 2025
Entry
ALGM
NASDAQ · Allegro Microsystems Inc
27.71
Trend inclusion
-
4 signals
MA 31.54 · ROC 0.56% · RS 7.48
7 Mar 2025
Exit
ALGT
NASDAQ · Allegiant Travel Company
60.76
20% entry drawdown
-25.76%
Entry 29 Nov 2024
81.84
7 Mar 2025
Exit
AMPG
NASDAQ · Amplitech Group Inc
1.61
20% entry drawdown
-20.69%
Entry 17 Jan 2025
2.03
7 Mar 2025
Exit
AMWL
NYSE · American Well Corp
8.33
20% entry drawdown
-29.05%
Entry 21 Feb 2025
11.74
7 Mar 2025
Entry
AUDC
NASDAQ · AudioCodes Ltd
10.03
Trend inclusion
-
4 signals
MA 80.44 · ROC 0.94% · RS 1.08
7 Mar 2025
Entry
BEAM
NASDAQ · Beam Therapeutics Inc
28.48
Trend inclusion
-
4 signals
MA 42.15 · ROC 0.86% · RS 6.68
7 Mar 2025
Exit
BMRA
NASDAQ · Biomerica Inc
5.15
20% entry drawdown
-22.41%
Entry 14 Feb 2025
6.64
7 Mar 2025
Exit
BNR
NASDAQ · Burning Rock Biotech Ltd
5.66
20% entry drawdown
-20.84%
Entry 21 Feb 2025
7.15
7 Mar 2025
Exit
CUE
NASDAQ · Cue Biopharma
33.00
20% entry drawdown
-26.17%
Entry 14 Feb 2025
44.70
7 Mar 2025
Entry
DOMO
NASDAQ · Domo Inc
8.18
Trend inclusion
-
4 signals
MA 19.89 · ROC 0.50% · RS 2.05
7 Mar 2025
Entry
DWTX
NASDAQ · Dogwood Therapeutics, Inc.
6.60
Trend inclusion
-
5 signals
MA 23.69 · ROC 1.43% · RS 4.24
7 Mar 2025
Entry
ECX
NASDAQ · ECARX Holdings Inc. Class A Ordinary shares
2.80
Trend inclusion
-
4 signals
MA 61.17 · ROC 4.75% · RS 53.74
7 Mar 2025
Exit
EVEX
NYSE · Eve Holding Inc
3.95
20% entry drawdown
-23.00%
Entry 31 Jan 2025
5.13
7 Mar 2025
Entry
FENC
NASDAQ · Fennec Pharmaceuticals Inc
6.88
Trend inclusion
-
6 signals
MA 77.59 · ROC 1.59% · RS 0.69
7 Mar 2025
Exit
FOSL
NASDAQ · Fossil Group Inc
1.38
20% entry drawdown
-26.98%
Entry 27 Dec 2024
1.89
7 Mar 2025
Entry
GOSS
NASDAQ · Gossamer Bio Inc
1.21
Trend inclusion
-
4 signals
MA 84.07 · ROC 4.80% · RS 27.59
7 Mar 2025
Entry
HERE
NASDAQ · Here Group Limited
2.47
Trend inclusion
-
7 signals
MA 4.78 · ROC 5.48% · RS 4.03
7 Mar 2025
Entry
HSIC
NASDAQ · Henry Schein Inc
74.59
Trend inclusion
-
8 signals
MA 30.70 · ROC 0.81% · RS 1.76
7 Mar 2025
Exit
IMPP
NASDAQ · Imperial Petroleum Inc
2.15
20% entry drawdown
-22.65%
Entry 9 Feb 2024
2.78
7 Mar 2025
Entry
INMB
NASDAQ · INmune Bio Inc
8.02
Trend inclusion
-
4 signals
MA 60.61 · ROC 0.87% · RS 0.82
7 Mar 2025
Entry
INMD
NASDAQ · InMode Ltd
19.02
Trend inclusion
-
4 signals
MA 32.20 · ROC 1.27% · RS 3.70
7 Mar 2025
Entry
INVX
NYSE · Innovex International, Inc
18.67
Trend inclusion
-
4 signals
MA 61.00 · ROC 1.37% · RS 4.87
7 Mar 2025
Entry
IRTC
NASDAQ · iRhythm Technologies Inc
101.75
Trend inclusion
-
8 signals
MA 55.18 · ROC 4.52% · RS 8.46
7 Mar 2025
Entry
IVA
NASDAQ · Inventiva Sa
3.11
Trend inclusion
-
4 signals
MA 78.35 · ROC 3.37% · RS 9.40
7 Mar 2025
Exit
JVA
NASDAQ · Coffee Holding Co Inc
9.33
Reversal Risk Warning
505.70%
Entry 29 Mar 2024
1.54
7 Mar 2025
Exit
LNSR
NASDAQ · LENSAR Inc
14.86
Reversal Risk Warning
216.17%
Entry 31 May 2024
4.70
7 Mar 2025
Exit
MDAI
NASDAQ · Spectral AI Inc.
1.44
20% entry drawdown
-30.10%
Entry 7 Feb 2025
2.06
7 Mar 2025
Entry
MSS
NASDAQ · Maison Solutions Inc
13.70
Trend inclusion
-
8 signals
MA 28.17 · ROC 2.80% · RS 18.81
7 Mar 2025
Entry
NB
NASDAQ · NioCorp Developments Ltd. Common Stock
2.16
Trend inclusion
-
4 signals
MA 63.34 · ROC 2.86% · RS 6.41