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
14 Feb 2025
Entry
PRPO
NASDAQ · Precipio Inc
7.22
Trend inclusion
-
4 signals
MA 50.87 · ROC 4.06% · RS 5.66
14 Feb 2025
Entry
PRT
NYSE · PermRock Royalty Trust
3.96
Trend inclusion
-
4 signals
MA 58.14 · ROC 1.96% · RS 4.60
14 Feb 2025
Exit
PSQH
NYSE · PSQ Holdings Inc.
3.64
20% entry drawdown
-21.55%
Entry 17 Jan 2025
4.64
14 Feb 2025
Entry
RMNI
NASDAQ · Rimini Street Inc
3.42
Trend inclusion
-
4 signals
MA 97.20 · ROC 0.39% · RS 21.16
14 Feb 2025
Exit
RNXT
NASDAQ · RenovoRx Inc
1.04
20% entry drawdown
-24.64%
Entry 3 Jan 2025
1.38
14 Feb 2025
Exit
SLQT
NYSE · Selectquote Inc
6.00
Reversal Risk Warning
200.00%
Entry 29 Mar 2024
2.00
14 Feb 2025
Exit
TBRG
NASDAQ · TruBridge Inc.
28.17
Reversal Risk Warning
124.11%
Entry 9 Aug 2024
12.57
14 Feb 2025
Entry
VATE
NYSE · Innovate Corp
12.78
Trend inclusion
-
4 signals
MA 93.04 · ROC 14.54% · RS 84.92
14 Feb 2025
Exit
VNCE
NASDAQ · Vince Holding Corp. Common Stock
3.04
20% entry drawdown
-25.12%
Entry 10 Jan 2025
4.06
14 Feb 2025
Entry
WDH
NYSE · Waterdrop Inc ADR
1.27
Trend inclusion
-
8 signals
MA 30.83 · ROC 1.36% · RS 4.17
14 Feb 2025
Entry
ZTEK
NASDAQ · ZEN Graphene Solutions Ltd
1.17
Trend inclusion
-
6 signals
MA 32.79 · ROC 1.65% · RS 0.13
7 Feb 2025
Entry
AISP
NASDAQ · Airship AI Holdings Inc
5.79
Trend inclusion
-
5 signals
MA 55.04 · ROC 4.80% · RS 22.15
7 Feb 2025
Entry
ATAI
NASDAQ · ATAI Life Sciences BV
2.18
Trend inclusion
-
7 signals
MA 56.34 · ROC 3.17% · RS 25.95
7 Feb 2025
Entry
ATEC
NASDAQ · Alphatec Holdings Inc
11.36
Trend inclusion
-
5 signals
MA 87.86 · ROC 1.50% · RS 2.80
7 Feb 2025
Exit
BBAI
NYSE · BigBearai Holdings Inc
8.59
Reversal Risk Warning
250.61%
Entry 22 Nov 2024
2.45
7 Feb 2025
Exit
BILL
NYSE · Bill Com Holdings Inc
62.13
20% entry drawdown
-31.14%
Entry 29 Nov 2024
90.22
7 Feb 2025
Exit
DCTH
NASDAQ · Delcath Systems Inc
16.25
Reversal Risk Warning
206.60%
Entry 26 Apr 2024
5.30
7 Feb 2025
Entry
DDD
NYSE · 3D Systems Corporation
4.27
Trend inclusion
-
6 signals
MA 43.82 · ROC 1.13% · RS 12.00
7 Feb 2025
Exit
FBRX
NASDAQ · Forte Biosciences Inc
11.91
20% entry drawdown
-33.01%
Entry 10 Jan 2025
17.78
7 Feb 2025
Exit
FISV
NASDAQ · Fiserv, Inc. Common Stock
230.06
Reversal Risk Warning
125.15%
Entry 6 Jan 2023
102.18
7 Feb 2025
Entry
FNUC
NASDAQ · Frontier Nuclear and Minerals Inc.
10.22
Trend inclusion
-
4 signals
MA 27.70 · ROC 4.47% · RS 7.27
7 Feb 2025
Exit
FRSX
NASDAQ · Foresight Autonomous Holdings Ltd ADR
21.00
20% entry drawdown
-22.48%
Entry 24 Jan 2025
27.09
7 Feb 2025
Exit
G
NYSE · Genpact Limited
53.55
Reversal Risk Warning
40.33%
Entry 13 Sep 2024
38.16
7 Feb 2025
Exit
GAMB
NASDAQ · Gambling.com Group Ltd
16.18
Reversal Risk Warning
78.00%
Entry 6 Jan 2023
9.09
7 Feb 2025
Exit
GDYN
NASDAQ · Grid Dynamics Holdings Inc
24.05
Reversal Risk Warning
67.83%
Entry 4 Oct 2024
14.33
7 Feb 2025
Entry
HRMY
NASDAQ · Harmony Biosciences Holdings
37.45
Trend inclusion
-
4 signals
MA 60.67 · ROC 2.66% · RS 1.51
7 Feb 2025
Entry
IHS
NYSE · IHS Holding Ltd
3.79
Trend inclusion
-
4 signals
MA 52.72 · ROC 1.34% · RS 8.33
7 Feb 2025
Exit
ILAG
NASDAQ · Intelligent Living Application Group Inc
7.64
20% entry drawdown
-23.60%
Entry 20 Sep 2024
10.00
7 Feb 2025
Exit
ILMN
NASDAQ · Illumina Inc
111.06
20% entry drawdown
-23.97%
Entry 18 Oct 2024
146.07
7 Feb 2025
Exit
KD
NYSE · Kyndryl Holdings Inc
41.80
Reversal Risk Warning
232.54%
Entry 13 Jan 2023
12.57