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
CMP
NYSE · Compass Minerals International Inc
13 Jun 202519.24
29.84
55.09%
4
95.91
6.53%
46.95
CODI
NYSE · Compass Diversified Holdings
1 May 202611.80
10.06
-14.75%
4
92.52
8.24%
54.02
COLD
NYSE · Americold Realty Trust
29 May 202615.46
15.51
0.30%
4
95.14
1.94%
3.67
COOK
NYSE · Traeger Inc
3 Jul 202673.83
72.47
-1.84%
4
83.62
9.24%
22.03
CRSP
NASDAQ · Crispr Therapeutics AG
29 Aug 202551.83
53.35
2.93%
8
37.64
4.23%
1.60
CRSR
NASDAQ · Corsair Gaming Inc
19 Jun 20268.95
9.66
7.93%
5
99.40
6.63%
0.92
CRT
NYSE · Cross Timbers Royalty Trust
6 Mar 20269.41
9.21
-2.19%
4
44.90
0.23%
0.83
CUE
NASDAQ · Cue Biopharma
5 Jun 202629.46
36.78
24.85%
4
55.52
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
4.86
36.52%
4
90.80
12.91%
104.42
CYRX
NASDAQ · Cryoport Inc
29 Aug 20258.86
16.17
82.51%
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
3.07
1.99%
4
95.88
3.41%
20.65
DLHC
NASDAQ · DLH Holdings Corp
27 Feb 20266.00
5.03
-16.17%
6
2.65
0.35%
4.03
DLTH
NASDAQ · Duluth Holdings Inc
29 May 20263.35
4.03
20.30%
5
44.25
1.24%
0.75
DLTR
NASDAQ · Dollar Tree Inc
9 May 202585.47
124.91
46.14%
4
70.51
2.12%
3.34
DOW
NYSE · Dow Inc
20 Feb 202629.87
29.03
-2.80%
4
96.94
1.89%
4.06
DPRO
NASDAQ · Draganfly Inc
15 Aug 20254.26
4.78
12.21%
4
96.48
4.75%
20.76
DTIL
NASDAQ · Precision BioSciences Inc
22 May 20267.23
8.76
21.16%
4
74.98
2.99%
14.34
ECOR
NASDAQ · Electrocore LLC
13 Mar 20266.14
6.60
7.41%
5
45.46
1.51%
1.16
EDIT
NASDAQ · Editas Medicine Inc
3 Jul 20263.65
3.26
-10.68%
8
23.20
2.51%
18.52
ELV
NYSE · Elevance Health Inc
12 Jun 2026404.07
416.23
3.01%
5
98.33
3.19%
9.86
EMN
NYSE · Eastman Chemical Company
27 Mar 202670.41
67.57
-4.04%
8
13.96
0.94%
3.98
EPC
NYSE · Edgewell Personal Care Co
3 Jul 202627.21
26.48
-2.68%
4
81.28
5.52%
19.35
FATE
NASDAQ · Fate Therapeutics Inc
6 Mar 20261.33
3.10
133.08%
4
57.34
3.39%
8.35
FBIO
NASDAQ · Fortress Biotech Inc
22 Aug 20252.27
3.30
45.37%
5
36.10
0.13%
11.92
FC
NYSE · Franklin Covey Company
8 May 202622.15
20.97
-5.33%
4
95.03
2.36%
3.66
FCEL
NASDAQ · FuelCell Energy Inc
5 Jun 202617.33
21.03
21.35%
6
97.87
21.39%
81.93
FDMT
NASDAQ · 4D Molecular Therapeutics Inc
5 Sep 20257.27
12.31
69.33%
4
93.61
5.54%
9.40
FF
NYSE · FutureFuel Corp
27 Mar 20263.93
4.64
18.04%
4
39.56
1.38%
6.34
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
7 Feb 2025
Exit
LFT
NYSE · Lument Finance Trust Inc
2.37
Reversal Risk Warning
57.42%
Entry 8 Sep 2023
1.50
7 Feb 2025
Exit
LSPD
NYSE · Lightspeed Commerce Inc
13.12
20% entry drawdown
-24.03%
Entry 15 Nov 2024
17.27
7 Feb 2025
Entry
MDAI
NASDAQ · Spectral AI Inc.
2.06
Trend inclusion
-
7 signals
MA 17.33 · ROC 1.45% · RS 5.60
7 Feb 2025
Exit
MPAA
NASDAQ · Motorcar Parts of America Inc
5.75
20% entry drawdown
-27.31%
Entry 20 Dec 2024
7.91
7 Feb 2025
Exit
NKTR
NASDAQ · Nektar Therapeutics
10.14
20% entry drawdown
-27.64%
Entry 29 Mar 2024
14.01
7 Feb 2025
Exit
NOTV
NASDAQ · Inotiv Inc
3.51
20% entry drawdown
-26.03%
Entry 27 Dec 2024
4.75
7 Feb 2025
Exit
NVCR
NASDAQ · Novocure Ltd
22.25
20% entry drawdown
-26.30%
Entry 3 Jan 2025
30.19
7 Feb 2025
Exit
ODYS
NASDAQ · Odysight.ai Inc. Common Stock
9.50
Reversal Risk Warning
100.00%
Entry 8 Mar 2024
4.75
7 Feb 2025
Exit
OPFI
NYSE · OppFi Inc
16.42
Reversal Risk Warning
565.88%
Entry 8 Sep 2023
2.47
7 Feb 2025
Exit
PERF
NYSE · Perfect Corp.
2.05
20% entry drawdown
-21.76%
Entry 3 Jan 2025
2.62
7 Feb 2025
Exit
PLBY
NASDAQ · Plby Group Inc
2.10
Reversal Risk Warning
48.94%
Entry 13 Dec 2024
1.41
7 Feb 2025
Exit
SBH
NYSE · Sally Beauty Holdings Inc
9.76
20% entry drawdown
-25.61%
Entry 1 Nov 2024
13.12
7 Feb 2025
Exit
SDA
NASDAQ · SunCar Technology Group Inc.
4.76
20% entry drawdown
-51.87%
Entry 16 Aug 2024
9.89
7 Feb 2025
Exit
SPCB
NASDAQ · Supercom Ltd
8.76
20% entry drawdown
-36.71%
Entry 24 Jan 2025
13.84
7 Feb 2025
Exit
SRZN
NASDAQ · Surrozen Inc
10.41
20% entry drawdown
-25.11%
Entry 27 Dec 2024
13.90
7 Feb 2025
Exit
STEX
NASDAQ · Streamex Corp
0.91
20% entry drawdown
-21.66%
Entry 17 Jan 2025
1.16
7 Feb 2025
Entry
TDUP
NASDAQ · ThredUp Inc
2.47
Trend inclusion
-
4 signals
MA 87.35 · ROC 6.26% · RS 45.08
7 Feb 2025
Exit
UA
NYSE · Under Armour Inc C
6.70
20% entry drawdown
-23.52%
Entry 8 Nov 2024
8.76
7 Feb 2025
Entry
ZSQR
NASDAQ · Z Squared Inc.
11.34
Trend inclusion
-
4 signals
MA 61.06 · ROC 16.65% · RS 71.26
31 Jan 2025
Entry
ARBE
NASDAQ · Arbe Robotics Ltd
2.56
Trend inclusion
-
4 signals
MA 62.86 · ROC 7.23% · RS 15.79
31 Jan 2025
Exit
BKKT
NYSE · Bakkt Holdings Inc
17.56
20% entry drawdown
-35.23%
Entry 3 Jan 2025
27.11
31 Jan 2025
Entry
BTBD
NASDAQ · Bt Brands Inc
1.86
Trend inclusion
-
4 signals
MA 50.95 · ROC 1.67% · RS 5.19
31 Jan 2025
Exit
CLBT
NASDAQ · Cellebrite DI
24.04
Reversal Risk Warning
309.54%
Entry 10 Mar 2023
5.87
31 Jan 2025
Entry
CRGO
NASDAQ · Freightos Limited Ordinary shares
4.00
Trend inclusion
-
6 signals
MA 87.62 · ROC 10.12% · RS 60.56
31 Jan 2025
Entry
CYCN
NASDAQ · Cyclerion Therapeutics Inc
3.92
Trend inclusion
-
6 signals
MA 23.90 · ROC 3.68% · RS 19.86
31 Jan 2025
Exit
EAT
NYSE · Brinker International Inc
181.97
Reversal Risk Warning
409.72%
Entry 6 Jan 2023
35.70
31 Jan 2025
Entry
EVEX
NYSE · Eve Holding Inc
5.13
Trend inclusion
-
6 signals
MA 47.33 · ROC 3.10% · RS 7.24
31 Jan 2025
Exit
GLBE
NASDAQ · Global-E Online Ltd
59.89
Reversal Risk Warning
93.63%
Entry 5 May 2023
30.93
31 Jan 2025
Exit
HUBS
NYSE · HubSpot Inc
779.53
Reversal Risk Warning
110.85%
Entry 10 Mar 2023
369.70
31 Jan 2025
Exit
JKS
NYSE · JinkoSolar Holding Company Limited
19.68
20% entry drawdown
-20.76%
Entry 3 Jan 2025
24.84