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.

Latest week 3 Jul 2026 Initial value 100.00
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.

01

Universe

Active equities from the selected country only. ETFs, crypto, commodities, and listings outside the selected market are excluded from each country index.

02

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.

03

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.

04

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

Equal-weighted active positions

Latest Week

Positions In And Out

3 Jul 2026

New Positions In

Entries at weekly close
12
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 close
4
ABX NYSE · Abacus Global Management, Inc.
11.86 Reversal Risk Warning · 49.75%
ENPH NASDAQ · Enphase Energy Inc
43.07 20% entry drawdown · -23.19%
HLLY NYSE · Holley Inc
2.40 20% entry drawdown · -21.82%
STI NASDAQ · Solidion Technology Inc.
7.85 20% entry drawdown · -36.39%

Live Book

Current Holdings

Showing 31-60 of 285 open
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

Showing 211-240 of 4953
Date Action Ticker Price Reason Return Qualifiers
29 May 2026
Exit
BSTZ NYSE · BlackRock Science and Technology Trust II
30.24
Reversal Risk Warning
105.94%
Entry 8 Mar 2024 14.69
29 May 2026
Entry
CAL NYSE · Caleres Inc
14.49
Trend inclusion
-
5 signals MA 19.73 · ROC 1.45% · RS 0.01
29 May 2026
Exit
CERS NASDAQ · Cerus Corporation
3.04
Reversal Risk Warning
72.73%
Entry 28 Nov 2025 1.76
29 May 2026
Entry
COLD NYSE · Americold Realty Trust
15.46
Trend inclusion
-
4 signals MA 95.14 · ROC 1.94% · RS 3.67
29 May 2026
Entry
DLTH NASDAQ · Duluth Holdings Inc
3.35
Trend inclusion
-
5 signals MA 44.25 · ROC 1.24% · RS 0.75
29 May 2026
Exit
DUOT NASDAQ · Duos Technologies Group Inc
13.50
Reversal Risk Warning
259.04%
Entry 15 Nov 2024 3.76
29 May 2026
Exit
ELVA NASDAQ · Electrovaya Inc.
11.69
Reversal Risk Warning
371.37%
Entry 11 Apr 2025 2.48
29 May 2026
Exit
FEBO NASDAQ · Fenbo Holdings Limited Ordinary Shares
0.84
20% entry drawdown
-26.74%
Entry 13 Feb 2026 1.15
29 May 2026
Exit
FEIM NASDAQ · Frequency Electronics Inc
75.88
Reversal Risk Warning
1243.86%
Entry 17 Feb 2023 5.65
29 May 2026
Exit
FLNT NASDAQ · Fluent Inc
2.02
20% entry drawdown
-35.26%
Entry 13 Feb 2026 3.12
29 May 2026
Entry
IBTA NYSE · Ibotta, Inc.
34.25
Trend inclusion
-
6 signals MA 49.47 · ROC 0.47% · RS 1.93
29 May 2026
Entry
MEI NYSE · Methode Electronics Inc
11.54
Trend inclusion
-
4 signals MA 93.32 · ROC 7.34% · RS 34.93
29 May 2026
Exit
MOV NYSE · Movado Group Inc
37.86
Reversal Risk Warning
109.24%
Entry 26 Sep 2025 18.09
29 May 2026
Entry
MRVI NASDAQ · Maravai Lifesciences Holdings Inc
4.80
Trend inclusion
-
4 signals MA 90.65 · ROC 5.10% · RS 25.04
29 May 2026
Exit
NBXG NYSE · Neuberger Berman Next Generation Connectivity Fund Inc
16.57
Reversal Risk Warning
126.12%
Entry 14 Apr 2023 7.33
29 May 2026
Exit
NOG NYSE · Northern Oil & Gas Inc
21.23
20% entry drawdown
-21.66%
Entry 13 Mar 2026 27.10
29 May 2026
Entry
NVCR NASDAQ · Novocure Ltd
17.04
Trend inclusion
-
4 signals MA 89.74 · ROC 4.42% · RS 2.66
29 May 2026
Exit
OUST NASDAQ · Ouster, Inc. Common Stock
46.05
Reversal Risk Warning
543.16%
Entry 19 Apr 2024 7.16
29 May 2026
Entry
PUBM NASDAQ · Pubmatic Inc
11.68
Trend inclusion
-
5 signals MA 93.54 · ROC 3.77% · RS 2.76
29 May 2026
Exit
SPIR NYSE · Spire Global Inc
22.84
Reversal Risk Warning
219.44%
Entry 5 Jan 2024 7.15
29 May 2026
Exit
TE NYSE · T1 Energy Inc.
10.56
Reversal Risk Warning
380.00%
Entry 26 Sep 2025 2.20
29 May 2026
Exit
TEO NYSE · Telecom Argentina SA ADR
14.71
Reversal Risk Warning
205.69%
Entry 5 May 2023 4.81
29 May 2026
Exit
TFII NYSE · TFI International Inc
153.62
Reversal Risk Warning
44.76%
Entry 2 Jan 2026 106.12
29 May 2026
Entry
TJGC NASDAQ · TJGC Group Limited
6.57
Trend inclusion
-
4 signals MA 95.66 · ROC 9.51% · RS 8.57
29 May 2026
Exit
VICR NASDAQ · Vicor Corporation
334.84
Reversal Risk Warning
622.88%
Entry 25 Oct 2024 46.32
29 May 2026
Exit
VSAT NASDAQ · ViaSat Inc
80.62
Reversal Risk Warning
395.21%
Entry 4 Jul 2025 16.28
29 May 2026
Entry
XPER NYSE · Xperi Corp
7.95
Trend inclusion
-
4 signals MA 96.62 · ROC 2.84% · RS 7.56
29 May 2026
Exit
YI NASDAQ · 111 Inc
5.28
20% entry drawdown
-22.92%
Entry 20 Mar 2026 6.85
22 May 2026
Entry
AMTX NASDAQ · Aemetis Inc
2.68
Trend inclusion
-
5 signals MA 28.35 · ROC 0.87% · RS 0.55
22 May 2026
Exit
AXTI NASDAQ · AXT Inc
140.83
Reversal Risk Warning
4756.21%
Entry 29 Aug 2025 2.90