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
437.05
Total Return
337.05%
CAGR
52.28%
Annualized from first index week
Edge vs Market
+29.83%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4971
Avg 1417.3/yr ·
118.1/mo ·
27.3/wk
Exit Mix
2344
Stop 57.3% ·
Warning 42.5%
· 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
FGBI
NASDAQ · First Guaranty Bancshares, Inc.
27 Mar 20268.12
9.94
22.38%
4
18.96
0.38%
2.78
FIVN
NASDAQ · Five9 Inc
10 Jul 202625.42
25.42
New
Entry week
6
41.93
1.63%
2.87
FLG
NYSE · Flagstar Financial, Inc.
14 Mar 202511.81
15.09
27.73%
4
52.26
1.89%
11.94
FLYW
NASDAQ · Flywire Corp
26 Jun 202617.54
17.62
0.46%
6
43.44
1.89%
15.19
FNKO
NASDAQ · Funko Inc
8 May 20265.26
5.58
6.08%
4
56.21
4.79%
14.62
FOR
NYSE · Forestar Group Inc
6 Mar 202625.96
30.51
17.53%
4
49.13
2.15%
1.10
FUN
NYSE · Six Flags Entertainment Corporation
12 Jun 202623.44
19.46
-16.98%
6
80.97
0.70%
1.12
GCTS
NYSE · GCT Semiconductor Holding Inc
12 Jun 20262.52
2.46
-2.38%
5
81.99
16.22%
55.51
GFR
NYSE · Greenfire Resources Ltd.
6 Feb 20265.74
5.57
-2.96%
4
65.60
2.23%
5.39
GMAB
NASDAQ · Genmab AS
29 Aug 202524.87
29.00
16.61%
6
64.19
1.67%
1.72
GOOS
NYSE · Canada Goose Holdings Inc
1 Aug 202511.27
9.66
-14.29%
7
98.00
4.60%
1.27
GPRE
NASDAQ · Green Plains Renewable Energy Inc
5 Sep 202510.64
16.89
58.74%
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
4.50
-16.67%
4
65.78
8.79%
44.27
GTN
NYSE · Gray Television Inc
4 Jul 20254.60
3.78
-17.79%
6
75.65
1.02%
7.54
HELE
NASDAQ · Helen of Troy Ltd
12 Jun 202629.86
26.34
-11.79%
5
72.22
5.26%
17.71
HLX
NYSE · Helix Energy Solutions Group Inc
30 Jan 20267.94
9.22
16.12%
4
39.82
1.31%
3.94
HOFT
NASDAQ · Hooker Furniture Corporation
9 Jan 202611.62
14.99
29.00%
5
47.27
2.40%
0.20
HPP
NYSE · Hudson Pacific Properties Inc
10 Jul 202615.18
15.18
New
Entry week
4
83.69
3.64%
4.60
HQI
NASDAQ · Hirequest Inc
20 Feb 202611.47
12.41
8.20%
4
45.12
1.66%
3.40
HTO
NASDAQ · H2O America
13 Feb 202654.47
61.47
12.85%
4
86.34
0.66%
0.70
HURA
NASDAQ · TuHURA Biosciences Inc
19 Jun 20262.57
2.39
-7.00%
7
44.88
0.52%
5.58
HVT
NYSE · Haverty Furniture Companies Inc
5 Sep 202522.99
25.10
9.17%
4
48.06
1.04%
2.61
HVT-A
NYSE · Haverty Furniture Companies Inc
5 Sep 202522.61
28.60
26.47%
4
39.34
0.79%
0.55
IART
NASDAQ · Integra LifeSciences Holdings
26 Jun 202618.76
18.79
0.16%
4
96.31
6.21%
25.99
IBTA
NYSE · Ibotta, Inc.
29 May 202634.25
30.86
-9.90%
6
49.47
0.47%
1.93
IEP
NASDAQ · Icahn Enterprises LP
3 Apr 20267.25
7.49
3.38%
5
21.07
0.07%
2.70
IFBD
NASDAQ · Infobird Co Ltd
10 Jul 20261.21
1.21
New
Entry week
4
0.63
1.78%
2.44
IFF
NYSE · International Flavors & Fragrances Inc
27 Mar 202670.64
77.53
9.75%
8
15.87
1.00%
1.68
IFRX
NASDAQ · InflaRx N.V.
12 Jun 20261.60
2.05
28.13%
6
62.45
8.20%
10.39
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
16 May 2025
Exit
EDTK
NASDAQ · Skillful Craftsman Education Tech
0.90
20% entry drawdown
-22.49%
Entry 9 Aug 2024
1.16
16 May 2025
Entry
EW
NYSE · Edwards Lifesciences Corp
78.00
Trend inclusion
-
4 signals
MA 42.63 · ROC 1.55% · RS 0.52
16 May 2025
Exit
HIMS
NYSE · Hims Hers Health Inc
64.65
Reversal Risk Warning
954.65%
Entry 6 Jan 2023
6.13
16 May 2025
Entry
MOS
NYSE · The Mosaic Company
33.83
Trend inclusion
-
4 signals
MA 67.26 · ROC 2.95% · RS 24.16
16 May 2025
Exit
NPCE
NASDAQ · Neuropace Inc
17.49
Reversal Risk Warning
264.38%
Entry 14 Apr 2023
4.80
16 May 2025
Entry
NRDY
NYSE · Nerdy Inc
1.69
Trend inclusion
-
4 signals
MA 13.33 · ROC 5.72% · RS 11.15
16 May 2025
Entry
PNBK
NASDAQ · Patriot National Bancorp Inc
5.72
Trend inclusion
-
4 signals
MA 89.10 · ROC 21.31% · RS 168.76
16 May 2025
Entry
SLS
NASDAQ · Sellas Life Sciences Group Inc
1.63
Trend inclusion
-
4 signals
MA 61.86 · ROC 3.73% · RS 22.77
16 May 2025
Entry
SURG
NASDAQ · Surgepays Inc
2.85
Trend inclusion
-
4 signals
MA 97.09 · ROC 8.16% · RS 21.77
16 May 2025
Exit
URGN
NASDAQ · UroGen Pharma Ltd
7.31
20% entry drawdown
-21.57%
Entry 10 Mar 2023
9.32
9 May 2025
Entry
ABLV
NASDAQ · Able View Global Inc. Class B Ordinary Shares
1.32
Trend inclusion
-
4 signals
MA 35.68 · ROC 4.41% · RS 22.82
9 May 2025
Entry
ALP
NASDAQ · Alpha Compute Corp
8.18
Trend inclusion
-
4 signals
MA 83.29 · ROC 4.08% · RS 54.14
9 May 2025
Entry
AQN
NYSE · Algonquin Power & Utilities Corp
5.73
Trend inclusion
-
4 signals
MA 88.77 · ROC 1.03% · RS 16.80
9 May 2025
Exit
BANL
NASDAQ · CBL International Limited Ordinary Shares
0.82
20% entry drawdown
-28.07%
Entry 17 Jan 2025
1.14
9 May 2025
Exit
CEVA
NASDAQ · CEVA Inc
20.08
20% entry drawdown
-20.51%
Entry 11 Oct 2024
25.26
9 May 2025
Entry
DLTR
NASDAQ · Dollar Tree Inc
85.47
Trend inclusion
-
4 signals
MA 70.51 · ROC 2.12% · RS 3.34
9 May 2025
Exit
ICE
NYSE · Intercontinental Exchange Inc
175.60
Reversal Risk Warning
75.20%
Entry 6 Jan 2023
100.23
9 May 2025
Exit
KINS
NASDAQ · Kingstone Companies Inc
21.39
Reversal Risk Warning
1110.61%
Entry 29 Sep 2023
1.77
9 May 2025
Entry
MKTW
NASDAQ · Marketwise Inc
13.38
Trend inclusion
-
5 signals
MA 70.14 · ROC 2.01% · RS 4.38
9 May 2025
Entry
MSGM
NASDAQ · Motorsport Gaming Us LLC
2.49
Trend inclusion
-
4 signals
MA 69.38 · ROC 12.42% · RS 52.82
9 May 2025
Entry
NMG
NYSE · Nouveau Monde Graphite Inc
1.80
Trend inclusion
-
4 signals
MA 10.68 · ROC 2.08% · RS 6.61
9 May 2025
Exit
OFIX
NASDAQ · Orthofix Medical Inc
12.11
20% entry drawdown
-20.54%
Entry 2 Aug 2024
15.24
9 May 2025
Entry
POWW
NASDAQ · Ammo Inc
1.99
Trend inclusion
-
4 signals
MA 71.30 · ROC 4.27% · RS 25.89
9 May 2025
Entry
SNTI
NASDAQ · Senti Biosciences Inc
3.26
Trend inclusion
-
4 signals
MA 7.20 · ROC 5.56% · RS 1.73
9 May 2025
Exit
TCMD
NASDAQ · Tactile Systems Technology Inc
9.54
20% entry drawdown
-25.41%
Entry 6 Jan 2023
12.79
2 May 2025
Exit
DOX
NASDAQ · Amdocs Ltd
86.98
Reversal Risk Warning
6.80%
Entry 4 Apr 2025
81.44
2 May 2025
Exit
GRND
NYSE · Grindr Inc
23.15
Reversal Risk Warning
184.05%
Entry 15 Dec 2023
8.15
2 May 2025
Exit
HOUR
NASDAQ · Hour Loop Inc
1.14
20% entry drawdown
-24.00%
Entry 11 Oct 2024
1.50
2 May 2025
Entry
MASS
NASDAQ · 908 Devices Inc
5.60
Trend inclusion
-
4 signals
MA 99.11 · ROC 6.19% · RS 39.45
2 May 2025
Entry
RDIB
NASDAQ · Reading International B Inc
12.50
Trend inclusion
-
4 signals
MA 92.76 · ROC 3.56% · RS 29.58