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
FGBI
NASDAQ · First Guaranty Bancshares, Inc.
27 Mar 20268.12
10.00
23.12%
4
18.96
0.38%
2.78
FLG
NYSE · Flagstar Financial, Inc.
14 Mar 202511.81
14.59
23.50%
4
52.26
1.89%
11.94
FLYW
NASDAQ · Flywire Corp
26 Jun 202617.54
18.75
6.90%
6
43.44
1.89%
15.19
FNKO
NASDAQ · Funko Inc
8 May 20265.26
5.51
4.75%
4
56.21
4.79%
14.62
FOR
NYSE · Forestar Group Inc
6 Mar 202625.96
30.80
18.64%
4
49.13
2.15%
1.10
FUN
NYSE · Six Flags Entertainment Corporation
12 Jun 202623.44
20.99
-10.45%
6
80.97
0.70%
1.12
GCTS
NYSE · GCT Semiconductor Holding Inc
12 Jun 20262.52
2.62
3.97%
5
81.99
16.22%
55.51
GFR
NYSE · Greenfire Resources Ltd.
6 Feb 20265.74
5.54
-3.48%
4
65.60
2.23%
5.39
GMAB
NASDAQ · Genmab AS
29 Aug 202524.87
28.52
14.66%
6
64.19
1.67%
1.72
GOOS
NYSE · Canada Goose Holdings Inc
1 Aug 202511.27
9.59
-14.91%
7
98.00
4.60%
1.27
GPRE
NASDAQ · Green Plains Renewable Energy Inc
5 Sep 202510.64
15.51
45.77%
4
90.39
2.21%
16.49
GRCL
NASDAQ · Gracell Biotechnologies Inc.
1 Dec 20235.29
10.25
93.76%
4
67.56
12.45%
54.93
GRDX
NASDAQ · GridAI Technologies Corp.
19 Jun 20265.40
4.40
-18.52%
4
65.69
8.79%
44.27
GTN
NYSE · Gray Television Inc
4 Jul 20254.60
4.11
-10.61%
6
75.65
1.02%
7.54
HELE
NASDAQ · Helen of Troy Ltd
12 Jun 202629.86
28.14
-5.76%
5
71.41
5.26%
17.71
HLX
NYSE · Helix Energy Solutions Group Inc
30 Jan 20267.94
8.54
7.56%
4
39.82
1.31%
3.94
HOFT
NASDAQ · Hooker Furniture Corporation
9 Jan 202611.62
16.82
44.75%
5
47.27
2.40%
0.20
HQI
NASDAQ · Hirequest Inc
20 Feb 202611.47
12.77
11.34%
4
45.12
1.66%
3.40
HTO
NASDAQ · H2O America
13 Feb 202654.47
62.42
14.59%
4
86.34
0.66%
0.70
HURA
NASDAQ · TuHURA Biosciences Inc
19 Jun 20262.57
2.44
-5.06%
7
44.88
0.52%
5.58
HVT
NYSE · Haverty Furniture Companies Inc
5 Sep 202522.99
24.97
8.60%
4
48.06
1.04%
2.61
HVT-A
NYSE · Haverty Furniture Companies Inc
5 Sep 202522.61
29.95
32.44%
4
39.34
0.79%
0.55
IART
NASDAQ · Integra LifeSciences Holdings
26 Jun 202618.76
18.05
-3.78%
4
88.74
6.21%
25.99
IBTA
NYSE · Ibotta, Inc.
29 May 202634.25
35.57
3.85%
6
49.47
0.47%
1.93
IEP
NASDAQ · Icahn Enterprises LP
3 Apr 20267.25
7.24
-0.07%
5
21.07
0.07%
2.70
IFF
NYSE · International Flavors & Fragrances Inc
27 Mar 202670.64
83.83
18.67%
8
15.87
1.00%
1.68
IFRX
NASDAQ · InflaRx N.V.
12 Jun 20261.60
2.24
40.00%
6
62.45
8.20%
10.39
IHS
NYSE · IHS Holding Ltd
7 Feb 20253.79
8.22
116.89%
4
52.72
1.34%
8.33
IIPR
NYSE · Innovative Industrial Properties Inc
8 May 202655.59
63.36
13.99%
5
51.06
1.20%
0.90
IMRX
NASDAQ · Immuneering Corp
25 Jul 20254.06
5.19
27.83%
4
97.64
14.41%
81.13
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