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
17 Jan 2025
Entry
ABAT
NASDAQ · American Battery Technology Company Common Stock
2.00
Trend inclusion
-
4 signals
MA 92.86 · ROC 16.38% · RS 23.18
17 Jan 2025
Entry
AMPG
NASDAQ · Amplitech Group Inc
2.03
Trend inclusion
-
5 signals
MA 75.56 · ROC 31.67% · RS 14.81
17 Jan 2025
Entry
ATHE
NASDAQ · Alterity Therapeutics Ltd
3.42
Trend inclusion
-
4 signals
MA 98.09 · ROC 14.79% · RS 65.58
17 Jan 2025
Exit
BALY
NYSE · Bally's Corp
18.10
Reversal Risk Warning
6.10%
Entry 9 Aug 2024
17.06
17 Jan 2025
Entry
BANL
NASDAQ · CBL International Limited Ordinary Shares
1.14
Trend inclusion
-
8 signals
MA 51.39 · ROC 1.88% · RS 2.84
17 Jan 2025
Exit
CMTL
NASDAQ · Comtech Telecommunications Corp
2.63
20% entry drawdown
-36.32%
Entry 10 Jan 2025
4.13
17 Jan 2025
Entry
ICCM
NASDAQ · Icecure Medical
36.60
Trend inclusion
-
5 signals
MA 81.09 · ROC 7.17% · RS 15.07
17 Jan 2025
Entry
INVZ
NASDAQ · Innoviz Technologies
1.62
Trend inclusion
-
4 signals
MA 83.25 · ROC 12.46% · RS 35.25
17 Jan 2025
Exit
LEE
NASDAQ · Lee Enterprises Incorporated
12.15
20% entry drawdown
-25.55%
Entry 29 Nov 2024
16.32
17 Jan 2025
Exit
LFVN
NASDAQ · Lifevantage Corporation
24.52
Reversal Risk Warning
433.15%
Entry 16 Jun 2023
4.60
17 Jan 2025
Exit
OCGN
NASDAQ · Ocugen Inc
0.71
20% entry drawdown
-26.04%
Entry 1 Mar 2024
0.96
17 Jan 2025
Exit
OWLT
NYSE · Owlet Inc
4.26
20% entry drawdown
-21.98%
Entry 1 Nov 2024
5.46
17 Jan 2025
Entry
PSQH
NYSE · PSQ Holdings Inc.
4.64
Trend inclusion
-
4 signals
MA 31.69 · ROC 5.65% · RS 15.22
17 Jan 2025
Exit
SANG
NASDAQ · Sangoma Technologies Corp
7.37
Reversal Risk Warning
51.07%
Entry 5 Apr 2024
4.88
17 Jan 2025
Entry
STEX
NASDAQ · Streamex Corp
1.16
Trend inclusion
-
8 signals
MA 30.23 · ROC 3.84% · RS 7.05
17 Jan 2025
Entry
TE
NYSE · T1 Energy Inc.
2.49
Trend inclusion
-
4 signals
MA 92.57 · ROC 6.12% · RS 33.05
17 Jan 2025
Exit
WIX
NASDAQ · Wix.Com Ltd
240.89
Reversal Risk Warning
127.90%
Entry 1 Dec 2023
105.70
17 Jan 2025
Exit
XNCR
NASDAQ · Xencor Inc
19.24
20% entry drawdown
-20.27%
Entry 20 Dec 2024
24.13
17 Jan 2025
Exit
ZVIA
NYSE · Zevia Pbc
4.80
Reversal Risk Warning
213.73%
Entry 8 Nov 2024
1.53
10 Jan 2025
Entry
ACNT
NASDAQ · Synalloy Corporation
11.29
Trend inclusion
-
6 signals
MA 44.58 · ROC 1.51% · RS 1.35
10 Jan 2025
Exit
AGNT
NASDAQ · eXp World Holdings, Inc.
10.49
20% entry drawdown
-23.36%
Entry 13 Sep 2024
13.69
10 Jan 2025
Entry
AMST
NASDAQ · Amesite Operating Co
3.33
Trend inclusion
-
4 signals
MA 84.95 · ROC 5.75% · RS 10.73
10 Jan 2025
Exit
ARQQ
NASDAQ · Arqit Quantum Inc.
21.92
20% entry drawdown
-48.65%
Entry 27 Dec 2024
42.69
10 Jan 2025
Exit
AURA
NASDAQ · Aura Biosciences Inc
7.60
20% entry drawdown
-25.12%
Entry 1 Nov 2024
10.15
10 Jan 2025
Entry
BB
NYSE · BlackBerry Ltd
4.06
Trend inclusion
-
4 signals
MA 92.05 · ROC 6.33% · RS 40.13
10 Jan 2025
Entry
BNC
NASDAQ · CEA Industries Inc.
8.12
Trend inclusion
-
4 signals
MA 49.05 · ROC 1.37% · RS 4.39
10 Jan 2025
Entry
CBRL
NASDAQ · Cracker Barrel Old Country Store
55.76
Trend inclusion
-
7 signals
MA 93.75 · ROC 2.88% · RS 0.39
10 Jan 2025
Exit
CISO
NASDAQ · Cerberus Cyber Sentinel Corp
1.21
20% entry drawdown
-24.38%
Entry 13 Dec 2024
1.60
10 Jan 2025
Entry
CMTL
NASDAQ · Comtech Telecommunications Corp
4.13
Trend inclusion
-
6 signals
MA 64.13 · ROC 7.37% · RS 2.53
10 Jan 2025
Exit
CRGY
NYSE · Crescent Energy Co
14.79
Reversal Risk Warning
31.89%
Entry 29 Sep 2023
11.22