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
6 Dec 2024
Exit
MYSE
NASDAQ · Myseum, Inc.
1.80
20% entry drawdown
-20.35%
Entry 15 Nov 2024
2.26
6 Dec 2024
Exit
NCTY
NASDAQ · The9 Ltd ADR
19.00
Reversal Risk Warning
126.19%
Entry 8 Nov 2024
8.40
6 Dec 2024
Exit
NOW
NYSE · ServiceNow Inc
224.87
Reversal Risk Warning
142.82%
Entry 14 Apr 2023
92.61
6 Dec 2024
Exit
PCOR
NYSE · Procore Technologies Inc
83.00
Reversal Risk Warning
40.23%
Entry 24 Mar 2023
59.19
6 Dec 2024
Exit
PLCE
NASDAQ · Children’s Place Inc
11.81
20% entry drawdown
-26.65%
Entry 22 Nov 2024
16.10
6 Dec 2024
Entry
RNG
NYSE · Ringcentral Inc
40.89
Trend inclusion
-
7 signals
MA 75.44 · ROC 2.62% · RS 7.85
6 Dec 2024
Exit
SHAK
NYSE · Shake Shack Inc
138.76
Reversal Risk Warning
138.05%
Entry 3 Feb 2023
58.29
6 Dec 2024
Exit
TBCH
NASDAQ · Turtle Beach Corporation
18.56
Reversal Risk Warning
20.44%
Entry 15 Mar 2024
15.41
6 Dec 2024
Exit
TTD
NASDAQ · Trade Desk Inc
139.11
Reversal Risk Warning
121.87%
Entry 5 May 2023
62.70
6 Dec 2024
Entry
ZSTK
NASDAQ · ZeroStack Corp.
65.13
Trend inclusion
-
6 signals
MA 1.21 · ROC 0.08% · RS 8.92
29 Nov 2024
Entry
ALGT
NASDAQ · Allegiant Travel Company
81.84
Trend inclusion
-
4 signals
MA 97.69 · ROC 5.10% · RS 17.02
29 Nov 2024
Entry
BILL
NYSE · Bill Com Holdings Inc
90.22
Trend inclusion
-
4 signals
MA 92.06 · ROC 6.42% · RS 26.13
29 Nov 2024
Exit
BNTX
NASDAQ · BioNTech SE
118.39
Reversal Risk Warning
-1.77%
Entry 11 Oct 2024
120.52
29 Nov 2024
Exit
CARG
NASDAQ · CarGurus
37.82
Reversal Risk Warning
62.04%
Entry 19 Jan 2024
23.34
29 Nov 2024
Entry
CDXS
NASDAQ · Codexis Inc
4.58
Trend inclusion
-
4 signals
MA 77.39 · ROC 5.14% · RS 26.60
29 Nov 2024
Entry
CNTY
NASDAQ · Century Casinos Inc
4.40
Trend inclusion
-
4 signals
MA 96.28 · ROC 6.56% · RS 23.54
29 Nov 2024
Entry
EXFY
NASDAQ · Expensify Inc
3.26
Trend inclusion
-
4 signals
MA 60.64 · ROC 9.94% · RS 46.23
29 Nov 2024
Exit
FGBI
NASDAQ · First Guaranty Bancshares, Inc.
14.19
Reversal Risk Warning
18.76%
Entry 15 Nov 2024
11.95
29 Nov 2024
Exit
FSV
NASDAQ · FirstService Corp
192.26
Reversal Risk Warning
43.99%
Entry 24 Feb 2023
133.52
29 Nov 2024
Exit
GRFS
NASDAQ · Grifols SA ADR
6.88
20% entry drawdown
-24.51%
Entry 13 Sep 2024
9.11
29 Nov 2024
Entry
JYD
NASDAQ · Jayud Global Logistics Limited Class A Ordinary Shares
55.50
Trend inclusion
-
5 signals
MA 44.15 · ROC 3.13% · RS 2.85
29 Nov 2024
Entry
KOD
NASDAQ · Kodiak Sciences Inc
6.67
Trend inclusion
-
4 signals
MA 87.29 · ROC 9.42% · RS 58.74
29 Nov 2024
Exit
LBTYA
NASDAQ · Liberty Global PLC
14.13
Reversal Risk Warning
36.86%
Entry 13 Sep 2024
10.32
29 Nov 2024
Entry
LEE
NASDAQ · Lee Enterprises Incorporated
16.32
Trend inclusion
-
4 signals
MA 85.26 · ROC 4.89% · RS 27.87
29 Nov 2024
Exit
LOVE
NASDAQ · The Lovesac Company
37.72
Reversal Risk Warning
26.03%
Entry 18 Oct 2024
29.93
29 Nov 2024
Exit
LZB
NYSE · La-Z-Boy Incorporated
43.45
Reversal Risk Warning
59.28%
Entry 10 Mar 2023
27.28
29 Nov 2024
Entry
MGTX
NASDAQ · MeiraGTx Holdings PLC
6.77
Trend inclusion
-
4 signals
MA 97.92 · ROC 3.98% · RS 11.98
29 Nov 2024
Exit
NOAH
NYSE · Noah Holdings Ltd
11.90
Reversal Risk Warning
5.30%
Entry 1 Nov 2024
11.30
29 Nov 2024
Entry
NRGV
NYSE · Energy Vault Holdings Inc
2.06
Trend inclusion
-
5 signals
MA 67.70 · ROC 7.19% · RS 22.91
29 Nov 2024
Entry
PAYC
NYSE · Paycom Software, Inc.
229.00
Trend inclusion
-
4 signals
MA 95.14 · ROC 3.51% · RS 13.08