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
442.32
Total Return
342.32%
CAGR
53.15%
Annualized from first index week
Edge vs Market
+31.04%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.25
Sortino 3.84
Current Holdings
285
Transactions
4953
Avg 1420.0/yr ·
118.3/mo ·
27.3/wk
Exit Mix
2334
Stop 57.2% ·
Warning 42.7%
· 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
AIRJ
NASDAQ · AirJoule Technologies Corporation
4.84
5 signals · MA 76.39 · ROC 4.24% · RS 3.81
COOK
NYSE · Traeger Inc
73.83
4 signals · MA 83.35 · ROC 9.24% · RS 22.03
EDIT
NASDAQ · Editas Medicine Inc
3.65
8 signals · MA 23.20 · ROC 2.51% · RS 18.52
EPC
NYSE · Edgewell Personal Care Co
27.21
4 signals · MA 81.29 · ROC 5.52% · RS 19.35
JXG
NASDAQ · JX Luxventure Group Inc.
10.84
4 signals · MA 84.92 · ROC 12.88% · RS 8.46
MAN
NYSE · ManpowerGroup Inc
38.79
4 signals · MA 92.33 · ROC 3.87% · RS 8.61
MRDN
NASDAQ · Meridian Holdings Inc
13.57
5 signals · MA 82.73 · ROC 5.93% · RS 2.64
NWL
NASDAQ · Newell Brands Inc
5.83
4 signals · MA 79.52 · ROC 6.86% · RS 15.74
QMCO
NASDAQ · Quantum Corporation
10.16
5 signals · MA 99.53 · ROC 9.13% · RS 7.75
SABR
NASDAQ · Sabre Corpo
2.09
7 signals · MA 78.18 · ROC 2.51% · RS 3.07
TLX
NASDAQ · Telix Pharmaceuticals Limited
11.87
8 signals · MA 51.65 · ROC 1.56% · RS 4.35
WYHG
NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
4.51
4 signals · MA 72.17 · ROC 5.14% · RS 9.36
Positions Out
Closed at weekly closeLive Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
ASPN
NYSE · Aspen Aerogels Inc
12 Jun 20265.92
5.58
-5.74%
4
95.36
0.15%
3.76
ASRT
NASDAQ · Assertio Therapeutics Inc
17 Apr 202618.01
23.50
30.48%
4
93.08
6.92%
37.06
ATER
NASDAQ · Aterian Inc
12 Jun 20261.20
1.26
5.00%
4
88.29
4.16%
8.63
ATKR
NYSE · Atkore International Group Inc
15 May 202673.93
69.21
-6.38%
4
62.04
2.55%
0.64
ATNI
NASDAQ · ATN International Inc
5 Dec 202520.94
24.81
18.46%
4
92.66
3.87%
11.20
ATOM
NASDAQ · Atomera Inc
10 Apr 20265.09
7.41
45.58%
6
15.56
3.98%
16.03
ATS
NYSE · ATS Corporation
6 Mar 202630.23
27.68
-8.44%
4
56.24
0.55%
1.10
AURA
NASDAQ · Aura Biosciences Inc
15 May 20267.74
7.74
0.00%
6
99.14
3.73%
4.17
AVNT
NYSE · Avient Corp
6 Mar 202636.03
37.31
3.54%
4
86.64
3.22%
0.52
AVTX
NASDAQ · Avalo Therapeutics Inc
19 Sep 202511.83
18.84
59.26%
4
71.66
5.83%
29.24
BCBP
NASDAQ · BCB Bancorp Inc
17 Apr 20269.30
10.28
10.59%
4
68.45
1.11%
2.62
BCE
NYSE · BCE Inc
13 Feb 202625.07
21.42
-14.56%
4
87.08
1.73%
3.24
BDSX
NASDAQ · Biodesix Inc
13 Feb 202611.45
21.99
92.05%
4
84.48
9.49%
17.85
BGSF
NYSE · BG Staffing Inc
2 Jan 20264.67
5.70
22.06%
4
60.82
5.26%
14.48
BLMN
NASDAQ · Bloomin Brands Inc
26 Jun 20268.97
8.70
-3.01%
5
62.48
2.84%
8.83
BNED
NYSE · Barnes & Noble Education Inc
5 Jun 202610.37
12.19
17.55%
8
13.49
1.19%
1.08
BORR
NYSE · Borr Drilling Ltd
31 Oct 20253.10
4.49
44.84%
8
25.02
3.92%
2.01
CAL
NYSE · Caleres Inc
29 May 202614.49
11.71
-19.19%
5
19.73
1.45%
0.01
CAVA
NYSE · CAVA Group, Inc.
27 Mar 202675.42
76.88
1.94%
4
65.59
1.55%
3.45
CBRL
NASDAQ · Cracker Barrel Old Country Store
12 Jun 202646.69
53.50
14.59%
5
80.26
2.01%
0.49
CC
NYSE · Chemours Co
27 Feb 202618.17
19.01
4.62%
4
93.46
5.29%
25.71
CCCC
NASDAQ · C4 Therapeutics Inc
1 May 20262.92
4.30
47.26%
4
36.56
1.30%
12.68
CCM
NYSE · Concord Medical Services Holdings
19 Jun 20265.32
4.39
-17.48%
4
38.40
0.63%
0.59
CCRN
NASDAQ · Cross Country Healthcare Inc
26 Jun 202613.22
13.20
-0.15%
6
66.25
2.64%
2.69
CDXS
NASDAQ · Codexis Inc
5 Jun 20262.56
2.47
-3.52%
5
58.49
1.61%
1.50
CE
NYSE · Celanese Corporation
13 Mar 202657.71
47.68
-17.38%
4
68.87
1.01%
14.70
CGEM
NASDAQ · Cullinan Oncology LLC
26 Dec 202510.37
17.63
70.01%
5
88.22
4.73%
5.45
CHCT
NYSE · Community Healthcare Trust Inc
30 Jan 202616.32
18.31
12.16%
4
97.49
1.07%
0.02
CHD
NYSE · Church & Dwight Company Inc
27 Mar 202694.38
98.60
4.47%
6
35.98
0.70%
1.44
CHRN
NASDAQ · ChronoScale Corporation
2 Jan 20267.84
16.49
110.33%
6
50.51
3.42%
24.90
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
8 May 2026
Exit
DAO
NYSE · Youdao Inc
12.42
Reversal Risk Warning
137.48%
Entry 1 Nov 2024
5.23
8 May 2026
Exit
ENGN
NASDAQ · enGene Holdings Inc. Common Stock
1.50
20% entry drawdown
-79.20%
Entry 31 Oct 2025
7.21
8 May 2026
Entry
FC
NYSE · Franklin Covey Company
22.15
Trend inclusion
-
4 signals
MA 95.03 · ROC 2.36% · RS 3.66
8 May 2026
Entry
FNKO
NASDAQ · Funko Inc
5.26
Trend inclusion
-
4 signals
MA 56.21 · ROC 4.79% · RS 14.62
8 May 2026
Exit
HR
NYSE · Healthcare Realty Trust Incorporated
19.91
Reversal Risk Warning
25.82%
Entry 26 Jul 2024
15.82
8 May 2026
Entry
IIPR
NYSE · Innovative Industrial Properties Inc
55.59
Trend inclusion
-
5 signals
MA 51.06 · ROC 1.20% · RS 0.90
8 May 2026
Exit
JRVR
NASDAQ · James River Group Holdings Ltd
4.14
20% entry drawdown
-32.52%
Entry 2 Jan 2026
6.13
8 May 2026
Exit
LAR
NYSE · Lithium Argentina AG
11.68
Reversal Risk Warning
230.88%
Entry 5 Sep 2025
3.53
8 May 2026
Exit
MDV
NYSE · Modiv Inc
17.77
Reversal Risk Warning
72.72%
Entry 9 Jun 2023
10.29
8 May 2026
Entry
MX
NYSE · MagnaChip Semiconductor
4.53
Trend inclusion
-
4 signals
MA 90.75 · ROC 4.68% · RS 25.39
8 May 2026
Exit
MXL
NASDAQ · MaxLinear Inc
99.83
Reversal Risk Warning
463.06%
Entry 26 Dec 2025
17.73
8 May 2026
Exit
OOMA
NYSE · Ooma Inc
19.31
Reversal Risk Warning
69.39%
Entry 27 Sep 2024
11.40
8 May 2026
Exit
OUT
NYSE · Outfront Media Inc
33.58
Reversal Risk Warning
135.90%
Entry 8 Mar 2024
14.23
8 May 2026
Entry
OXM
NYSE · Oxford Industries Inc
45.48
Trend inclusion
-
5 signals
MA 86.11 · ROC 2.04% · RS 1.89
8 May 2026
Exit
SITM
NASDAQ · Sitime Corporation
833.08
Reversal Risk Warning
557.52%
Entry 9 Aug 2024
126.70
8 May 2026
Exit
SKYQ
NASDAQ · Sky Quarry Inc
3.91
20% entry drawdown
-33.73%
Entry 1 May 2026
5.90
8 May 2026
Exit
SMRT
NYSE · SmartRent Inc
1.12
20% entry drawdown
-24.83%
Entry 24 Oct 2025
1.49
8 May 2026
Exit
TRDA
NASDAQ · Entrada Therapeutics Inc
6.84
20% entry drawdown
-37.70%
Entry 19 Dec 2025
10.98
8 May 2026
Exit
USPH
NYSE · U.S. Physical Therapy, Inc.
58.85
20% entry drawdown
-31.40%
Entry 13 Feb 2026
85.79
8 May 2026
Exit
WILC
NASDAQ · G Willi-Food International Ltd
36.00
Reversal Risk Warning
256.57%
Entry 20 Sep 2024
10.10
8 May 2026
Entry
XELB
NASDAQ · Xcel Brands Inc
2.29
Trend inclusion
-
4 signals
MA 86.07 · ROC 3.36% · RS 20.03
8 May 2026
Entry
XIFR
NYSE · XPLR Infrastructure LP Unit
11.73
Trend inclusion
-
8 signals
MA 34.34 · ROC 0.51% · RS 6.37
8 May 2026
Exit
XMAX
NASDAQ · XMax Inc.
8.34
Reversal Risk Warning
583.61%
Entry 6 Jun 2025
1.22
1 May 2026
Exit
ADTN
NASDAQ · ADTRAN Inc
18.45
Reversal Risk Warning
128.34%
Entry 8 Nov 2024
8.08
1 May 2026
Exit
BTE
NYSE · Baytex Energy Corp
4.96
Reversal Risk Warning
99.45%
Entry 26 Sep 2025
2.49
1 May 2026
Entry
CCCC
NASDAQ · C4 Therapeutics Inc
2.92
Trend inclusion
-
4 signals
MA 36.56 · ROC 1.30% · RS 12.68
1 May 2026
Entry
CODI
NYSE · Compass Diversified Holdings
11.80
Trend inclusion
-
4 signals
MA 92.52 · ROC 8.24% · RS 54.02
1 May 2026
Exit
DINO
NYSE · HF Sinclair Corp
68.70
Reversal Risk Warning
62.06%
Entry 18 Jul 2025
42.39
1 May 2026
Exit
DQ
NYSE · Daqo New Energy Corp ADR
19.14
20% entry drawdown
-25.84%
Entry 12 Sep 2025
25.81
1 May 2026
Exit
HP
NYSE · Helmerich and Payne Inc
40.19
Reversal Risk Warning
57.00%
Entry 7 Nov 2025
25.60