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
31 Jan 2025
Entry
LAES
NASDAQ · SEALSQ Corp
3.18
Trend inclusion
-
7 signals
MA 50.99 · ROC 38.96% · RS 88.79
31 Jan 2025
Exit
LFCR
NASDAQ · Lifecore Biomedical Inc.
5.94
20% entry drawdown
-21.94%
Entry 13 Dec 2024
7.61
31 Jan 2025
Entry
LPSN
NASDAQ · LivePerson Inc
21.60
Trend inclusion
-
4 signals
MA 78.79 · ROC 9.89% · RS 20.62
31 Jan 2025
Entry
NMTC
NASDAQ · Neuroone Medical Technologies Corp
6.90
Trend inclusion
-
4 signals
MA 84.32 · ROC 4.65% · RS 8.21
31 Jan 2025
Entry
QSI
NASDAQ · QuantumSi Inc
1.98
Trend inclusion
-
6 signals
MA 45.64 · ROC 12.50% · RS 20.70
31 Jan 2025
Exit
RDW
NYSE · Redwire Corp
23.92
Reversal Risk Warning
519.69%
Entry 12 Apr 2024
3.86
31 Jan 2025
Entry
SILC
NASDAQ · Silicom
17.56
Trend inclusion
-
4 signals
MA 97.45 · ROC 1.83% · RS 6.15
31 Jan 2025
Entry
USIO
NASDAQ · Usio Inc
1.88
Trend inclusion
-
4 signals
MA 92.71 · ROC 6.91% · RS 7.21
31 Jan 2025
Exit
VYNE
NASDAQ · Vyne Therapeutics Inc
2.35
20% entry drawdown
-25.87%
Entry 27 Dec 2024
3.17
31 Jan 2025
Exit
WIMI
NASDAQ · WiMi Hologram Cloud Inc
9.39
20% entry drawdown
-22.74%
Entry 10 Jan 2025
12.15
24 Jan 2025
Exit
ABAT
NASDAQ · American Battery Technology Company Common Stock
1.41
20% entry drawdown
-29.50%
Entry 17 Jan 2025
2.00
24 Jan 2025
Exit
AIRS
NASDAQ · Airsculpt Technologies Inc
5.11
20% entry drawdown
-21.51%
Entry 15 Nov 2024
6.51
24 Jan 2025
Entry
BAOS
NASDAQ · Baosheng Media Group Holdings Ltd
3.35
Trend inclusion
-
4 signals
MA 69.67 · ROC 7.85% · RS 8.83
24 Jan 2025
Entry
BZUN
NASDAQ · Baozun Inc
3.05
Trend inclusion
-
6 signals
MA 20.01 · ROC 2.44% · RS 2.51
24 Jan 2025
Entry
CCRN
NASDAQ · Cross Country Healthcare Inc
18.20
Trend inclusion
-
4 signals
MA 64.27 · ROC 3.61% · RS 3.25
24 Jan 2025
Entry
EGHT
NASDAQ · 8x8 Inc Common Stock
2.84
Trend inclusion
-
8 signals
MA 24.37 · ROC 2.73% · RS 1.95
24 Jan 2025
Entry
FRSX
NASDAQ · Foresight Autonomous Holdings Ltd ADR
27.09
Trend inclusion
-
4 signals
MA 61.36 · ROC 6.11% · RS 17.08
24 Jan 2025
Entry
FWDI
NASDAQ · Forward Industries, Inc.
6.54
Trend inclusion
-
4 signals
MA 91.39 · ROC 3.27% · RS 19.19
24 Jan 2025
Exit
GLUE
NASDAQ · Monte Rosa Therapeutics Inc
5.52
20% entry drawdown
-20.35%
Entry 20 Dec 2024
6.93
24 Jan 2025
Entry
ICCC
NASDAQ · ImmuCell Corporation
5.11
Trend inclusion
-
4 signals
MA 98.27 · ROC 2.41% · RS 0.85
24 Jan 2025
Entry
MBOT
NASDAQ · Microbot Medical Inc
2.03
Trend inclusion
-
4 signals
MA 94.35 · ROC 11.89% · RS 63.94
24 Jan 2025
Exit
MLAB
NASDAQ · Mesa Laboratories Inc
139.03
Reversal Risk Warning
5.57%
Entry 27 Dec 2024
131.70
24 Jan 2025
Entry
MVIS
NASDAQ · Microvision Inc
1.72
Trend inclusion
-
4 signals
MA 65.39 · ROC 5.85% · RS 12.91
24 Jan 2025
Exit
QNCX
NASDAQ · Quince Therapeutics, Inc.
318.00
20% entry drawdown
-22.44%
Entry 29 Nov 2024
410.00
24 Jan 2025
Exit
SCKT
NASDAQ · Socket Mobile Inc
1.62
Reversal Risk Warning
9.86%
Entry 13 Dec 2024
1.47
24 Jan 2025
Entry
SPCB
NASDAQ · Supercom Ltd
13.84
Trend inclusion
-
4 signals
MA 93.07 · ROC 28.61% · RS 184.94
24 Jan 2025
Exit
TE
NYSE · T1 Energy Inc.
1.99
20% entry drawdown
-20.08%
Entry 17 Jan 2025
2.49
24 Jan 2025
Entry
TRVG
NASDAQ · Trivago NV
2.93
Trend inclusion
-
4 signals
MA 72.92 · ROC 2.74% · RS 17.18
24 Jan 2025
Exit
VFC
NYSE · VF Corporation
25.46
Reversal Risk Warning
41.41%
Entry 13 Sep 2024
18.01
24 Jan 2025
Exit
XLO
NASDAQ · Xilio Development Inc
11.48
20% entry drawdown
-25.45%
Entry 10 Jan 2025
15.40