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
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
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