View US ETF Index View Market Dynamics

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 61-90 of 285 open
Ticker Entry Last Close Return Signals Activity ROC RS
CMP NYSE · Compass Minerals International Inc
13 Jun 202519.24
29.95
55.67%
4
95.91
6.53%
46.95
CODI NYSE · Compass Diversified Holdings
1 May 202611.80
10.61
-10.08%
4
92.52
8.24%
54.02
COLD NYSE · Americold Realty Trust
29 May 202615.46
16.24
5.02%
4
95.14
1.94%
3.67
COOK NYSE · Traeger Inc
3 Jul 202673.83
73.83
New Entry week
4
83.35
9.24%
22.03
CRSP NASDAQ · Crispr Therapeutics AG
29 Aug 202551.83
60.08
15.92%
8
37.64
4.23%
1.60
CRSR NASDAQ · Corsair Gaming Inc
19 Jun 20268.95
8.90
-0.56%
5
99.41
6.63%
0.92
CRT NYSE · Cross Timbers Royalty Trust
6 Mar 20269.41
9.02
-4.16%
4
44.90
0.23%
0.83
CUE NASDAQ · Cue Biopharma
5 Jun 202629.46
28.26
-4.07%
4
52.88
0.99%
39.31
CVAC NASDAQ · CureVac NV
30 May 20254.47
4.66
4.25%
4
79.16
4.76%
27.85
CVGI NASDAQ · Commercial Vehicle Group Inc
3 Apr 20263.56
4.40
23.60%
4
90.80
12.91%
104.42
CYRX NASDAQ · Cryoport Inc
29 Aug 20258.86
15.49
74.83%
5
71.93
1.22%
11.07
DCH NYSE · Dauch Corporation
12 Sep 20255.87
5.13
-12.61%
4
97.24
1.62%
1.86
DDD NYSE · 3D Systems Corporation
12 Jun 20263.01
2.80
-6.98%
4
95.88
3.41%
20.65
DLHC NASDAQ · DLH Holdings Corp
27 Feb 20266.00
5.26
-12.33%
6
2.65
0.35%
4.03
DLTH NASDAQ · Duluth Holdings Inc
29 May 20263.35
4.45
32.84%
5
44.25
1.24%
0.75
DLTR NASDAQ · Dollar Tree Inc
9 May 202585.47
124.05
45.14%
4
70.51
2.12%
3.34
DOW NYSE · Dow Inc
20 Feb 202629.87
27.71
-7.22%
4
96.94
1.89%
4.06
DPRO NASDAQ · Draganfly Inc
15 Aug 20254.26
5.12
20.19%
4
96.48
4.75%
20.76
DTIL NASDAQ · Precision BioSciences Inc
22 May 20267.23
8.18
13.14%
4
74.98
2.99%
14.34
ECOR NASDAQ · Electrocore LLC
13 Mar 20266.14
8.77
42.83%
5
45.46
1.51%
1.16
EDIT NASDAQ · Editas Medicine Inc
3 Jul 20263.65
3.65
New Entry week
8
23.20
2.51%
18.52
ELV NYSE · Elevance Health Inc
12 Jun 2026404.07
417.89
3.42%
5
98.35
3.19%
9.86
EMN NYSE · Eastman Chemical Company
27 Mar 202670.41
68.86
-2.21%
8
13.96
0.94%
3.98
EPC NYSE · Edgewell Personal Care Co
3 Jul 202627.21
27.21
New Entry week
4
81.29
5.52%
19.35
FATE NASDAQ · Fate Therapeutics Inc
6 Mar 20261.33
2.92
119.55%
4
57.34
3.39%
8.35
FBIO NASDAQ · Fortress Biotech Inc
22 Aug 20252.27
3.04
33.92%
5
36.10
0.13%
11.92
FC NYSE · Franklin Covey Company
8 May 202622.15
21.78
-1.67%
4
95.03
2.36%
3.66
FCEL NASDAQ · FuelCell Energy Inc
5 Jun 202617.33
28.11
62.20%
6
97.97
21.39%
81.93
FDMT NASDAQ · 4D Molecular Therapeutics Inc
5 Sep 20257.27
13.00
78.82%
4
93.61
5.54%
9.40
FF NYSE · FutureFuel Corp
27 Mar 20263.93
4.69
19.31%
4
39.56
1.38%
6.34

Ledger

Transaction History

Showing 751-780 of 4953
Date Action Ticker Price Reason Return Qualifiers
16 Jan 2026
Exit
BGLC NASDAQ · BioNexus Gene Lab Corp Common stock
3.64
20% entry drawdown
-25.78%
Entry 25 Jul 2025 4.90
16 Jan 2026
Exit
CLNN NASDAQ · Clene Inc.
5.05
20% entry drawdown
-20.97%
Entry 19 Sep 2025 6.39
16 Jan 2026
Entry
CMCO NASDAQ · Columbus McKinnon Corporation
20.62
Trend inclusion
-
7 signals MA 93.36 · ROC 3.63% · RS 6.90
16 Jan 2026
Exit
CRBU NASDAQ · Caribou Biosciences Inc
1.46
20% entry drawdown
-26.26%
Entry 15 Aug 2025 1.98
16 Jan 2026
Exit
CRCT NASDAQ · Cricut Inc
4.31
20% entry drawdown
-20.15%
Entry 13 Jun 2025 5.40
16 Jan 2026
Exit
ESLA NASDAQ · Estrella Immunopharma Inc.
0.99
20% entry drawdown
-22.95%
Entry 10 Oct 2025 1.29
16 Jan 2026
Exit
FBRX NASDAQ · Forte Biosciences Inc
33.39
Reversal Risk Warning
141.26%
Entry 26 Sep 2025 13.84
16 Jan 2026
Exit
GNL NYSE · Global Net Lease, Inc.
9.29
Reversal Risk Warning
28.22%
Entry 6 Sep 2024 7.24
16 Jan 2026
Exit
GPCR NASDAQ · Structure Therapeutics Inc. American Depositary Shares
88.64
Reversal Risk Warning
166.03%
Entry 31 Oct 2025 33.32
16 Jan 2026
Exit
GTM NASDAQ · ZoomInfo Technologies Inc.
9.04
20% entry drawdown
-22.51%
Entry 12 Sep 2025 11.66
16 Jan 2026
Entry
GUTS NASDAQ · Fractyl Health, Inc. Common Stock
1.91
Trend inclusion
-
4 signals MA 44.14 · ROC 0.75% · RS 9.53
16 Jan 2026
Exit
IQV NYSE · IQVIA Holdings Inc
237.68
Reversal Risk Warning
16.20%
Entry 17 Oct 2025 204.55
16 Jan 2026
Exit
KTOS NASDAQ · Kratos Defense & Security Solutions
130.72
Reversal Risk Warning
863.30%
Entry 5 May 2023 13.57
16 Jan 2026
Exit
LIDR NASDAQ · Aeye Inc
2.01
20% entry drawdown
-20.87%
Entry 15 Aug 2025 2.54
16 Jan 2026
Entry
LVLU NASDAQ · Lulu's Fashion Lounge Holdings Inc
14.50
Trend inclusion
-
4 signals MA 52.23 · ROC 4.90% · RS 100.09
16 Jan 2026
Entry
OPTX NASDAQ · Syntec Optics Holdings Inc.
3.80
Trend inclusion
-
4 signals MA 82.76 · ROC 16.14% · RS 92.20
16 Jan 2026
Exit
PCRX NASDAQ · Pacira BioSciences, Inc.
19.16
20% entry drawdown
-24.69%
Entry 14 Feb 2025 25.44
16 Jan 2026
Entry
PTEN NASDAQ · Patterson-UTI Energy Inc
7.01
Trend inclusion
-
7 signals MA 32.04 · ROC 1.63% · RS 0.66
16 Jan 2026
Entry
RENT NASDAQ · Rent the Runway Inc
8.04
Trend inclusion
-
4 signals MA 80.46 · ROC 6.20% · RS 27.58
16 Jan 2026
Exit
SBCF NASDAQ · Seacoast Banking Corporation of Florida
33.41
Reversal Risk Warning
27.38%
Entry 23 Aug 2024 26.23
16 Jan 2026
Entry
WERN NASDAQ · Werner Enterprises Inc
32.99
Trend inclusion
-
4 signals MA 94.89 · ROC 2.58% · RS 1.93
9 Jan 2026
Entry
ALLO NASDAQ · Allogene Therapeutics Inc
1.71
Trend inclusion
-
7 signals MA 50.24 · ROC 2.34% · RS 4.48
9 Jan 2026
Entry
ASH NYSE · Ashland Global Holdings Inc
61.48
Trend inclusion
-
6 signals MA 97.59 · ROC 3.00% · RS 2.76
9 Jan 2026
Exit
BANC NYSE · Banc of California, Inc.
19.81
Reversal Risk Warning
45.29%
Entry 26 Jan 2024 13.63
9 Jan 2026
Entry
BCG NASDAQ · Binah Capital Group, Inc. Common Stock
2.68
Trend inclusion
-
4 signals MA 65.16 · ROC 2.14% · RS 10.16
9 Jan 2026
Exit
CCL NYSE · Carnival Corporation
31.79
Reversal Risk Warning
145.45%
Entry 9 Jun 2023 12.95
9 Jan 2026
Exit
COMP NYSE · Compass Inc
12.84
Reversal Risk Warning
237.01%
Entry 5 Apr 2024 3.81
9 Jan 2026
Entry
CRNC NASDAQ · Cerence Inc
12.35
Trend inclusion
-
7 signals MA 18.18 · ROC 3.42% · RS 3.69
9 Jan 2026
Exit
CTNM NASDAQ · Contineum Therapeutics, Inc. Class A Common Stock
9.31
20% entry drawdown
-21.90%
Entry 26 Sep 2025 11.92
9 Jan 2026
Exit
CUBI NYSE · Customers Bancorp, Inc.
78.02
Reversal Risk Warning
126.60%
Entry 25 Aug 2023 34.43