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 91-120 of 285 open
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

Showing 151-180 of 4953
Date Action Ticker Price Reason Return Qualifiers
12 Jun 2026
Exit
MGM NYSE · MGM Resorts International
48.97
Reversal Risk Warning
38.45%
Entry 20 Mar 2026 35.37
12 Jun 2026
Entry
MOH NYSE · Molina Healthcare Inc
200.28
Trend inclusion
-
5 signals MA 78.03 · ROC 2.98% · RS 3.17
12 Jun 2026
Exit
MRCY NASDAQ · Mercury Systems Inc
120.30
Reversal Risk Warning
200.00%
Entry 16 Aug 2024 40.10
12 Jun 2026
Exit
MYFW NASDAQ · First Western Financial Inc
30.53
Reversal Risk Warning
58.68%
Entry 30 Aug 2024 19.24
12 Jun 2026
Exit
OPTX NASDAQ · Syntec Optics Holdings Inc.
13.25
Reversal Risk Warning
248.68%
Entry 16 Jan 2026 3.80
12 Jun 2026
Exit
PBI NYSE · Pitney Bowes Inc
17.32
Reversal Risk Warning
376.61%
Entry 24 Nov 2023 3.63
12 Jun 2026
Exit
PDFS NASDAQ · PDF Solutions Inc
64.14
Reversal Risk Warning
133.49%
Entry 17 Oct 2025 27.47
12 Jun 2026
Exit
PRME NASDAQ · Prime Medicine, Inc. Common Stock
2.78
20% entry drawdown
-21.83%
Entry 22 Aug 2025 3.55
12 Jun 2026
Entry
RMAX NYSE · Re Max Holding
9.20
Trend inclusion
-
4 signals MA 59.29 · ROC 2.39% · RS 2.76
12 Jun 2026
Exit
RMR NASDAQ · RMR Group Inc
21.37
Reversal Risk Warning
28.29%
Entry 6 Mar 2026 16.66
12 Jun 2026
Exit
SCHL NASDAQ · Scholastic Corporation
43.89
Reversal Risk Warning
73.48%
Entry 15 Aug 2025 25.30
12 Jun 2026
Entry
SG NYSE · Sweetgreen Inc
9.07
Trend inclusion
-
4 signals MA 84.35 · ROC 5.50% · RS 0.56
12 Jun 2026
Exit
SHBI NASDAQ · Shore Bancshares Inc
22.81
Reversal Risk Warning
70.04%
Entry 23 Aug 2024 13.41
12 Jun 2026
Exit
SJ NASDAQ · Scienjoy Holding Corp
0.93
20% entry drawdown
-22.80%
Entry 20 Feb 2026 1.20
12 Jun 2026
Exit
SMTC NASDAQ · Semtech Corporation
166.71
Reversal Risk Warning
436.91%
Entry 19 Apr 2024 31.05
12 Jun 2026
Entry
SRI NYSE · Stoneridge Inc
7.67
Trend inclusion
-
5 signals MA 52.80 · ROC 1.85% · RS 0.32
12 Jun 2026
Entry
STAA NASDAQ · STAAR Surgical Company
28.37
Trend inclusion
-
4 signals MA 74.63 · ROC 2.28% · RS 1.70
12 Jun 2026
Exit
STM NYSE · STMicroelectronics NV ADR
77.20
Reversal Risk Warning
130.35%
Entry 27 Feb 2026 33.52
12 Jun 2026
Exit
TIGO NASDAQ · Millicom International Cellular SA
93.77
Reversal Risk Warning
448.08%
Entry 29 Mar 2024 17.11
12 Jun 2026
Entry
UNH NYSE · UnitedHealth Group Incorporated
406.23
Trend inclusion
-
4 signals MA 95.79 · ROC 2.57% · RS 15.61
12 Jun 2026
Entry
VLN NYSE · Valens
2.21
Trend inclusion
-
6 signals MA 78.90 · ROC 8.11% · RS 2.03
12 Jun 2026
Exit
VLY NASDAQ · Valley National Bancorp
14.52
Reversal Risk Warning
66.41%
Entry 18 Oct 2024 8.72
12 Jun 2026
Exit
VPG NYSE · Vishay Precision Group Inc
139.52
Reversal Risk Warning
397.93%
Entry 6 Jun 2025 28.02
12 Jun 2026
Exit
VVX NYSE · V2X Inc
90.81
Reversal Risk Warning
114.88%
Entry 12 May 2023 42.26
12 Jun 2026
Exit
WSBF NASDAQ · Waterstone Financial Inc
19.62
Reversal Risk Warning
47.57%
Entry 16 Aug 2024 13.30
12 Jun 2026
Exit
XELB NASDAQ · Xcel Brands Inc
1.83
20% entry drawdown
-20.30%
Entry 8 May 2026 2.29
5 Jun 2026
Exit
ADCT NYSE · ADC Therapeutics SA
1.03
20% entry drawdown
-63.86%
Entry 4 Jul 2025 2.85
5 Jun 2026
Entry
ADV NASDAQ · Advantage Solutions Inc
38.75
Trend inclusion
-
4 signals MA 89.18 · ROC 2.82% · RS 6.16
5 Jun 2026
Entry
AIN NYSE · Albany International Corporation
67.74
Trend inclusion
-
8 signals MA 92.31 · ROC 2.26% · RS 6.44
5 Jun 2026
Exit
BFS NYSE · Saul Centers Inc
36.54
Reversal Risk Warning
14.98%
Entry 27 Mar 2026 31.78