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
13 Dec 2024
Exit
NWL
NASDAQ · Newell Brands Inc
10.06
Reversal Risk Warning
26.17%
Entry 1 Nov 2024
7.97
13 Dec 2024
Entry
ONDS
NASDAQ · Ondas Holdings Inc.
1.40
Trend inclusion
-
4 signals
MA 40.49 · ROC 3.85% · RS 23.29
13 Dec 2024
Entry
OPTU
NYSE · Optimum Communications, Inc.
2.68
Trend inclusion
-
8 signals
MA 54.24 · ROC 2.80% · RS 2.52
13 Dec 2024
Entry
PETS
NASDAQ · PetMed Express Inc
5.51
Trend inclusion
-
4 signals
MA 67.69 · ROC 3.34% · RS 1.47
13 Dec 2024
Entry
PLBY
NASDAQ · Plby Group Inc
1.41
Trend inclusion
-
4 signals
MA 97.31 · ROC 6.73% · RS 29.55
13 Dec 2024
Entry
RYM
NASDAQ · RYTHM, Inc.
40.00
Trend inclusion
-
5 signals
MA 72.10 · ROC 112.72% · RS 270.25
13 Dec 2024
Entry
SCKT
NASDAQ · Socket Mobile Inc
1.47
Trend inclusion
-
4 signals
MA 82.27 · ROC 3.29% · RS 10.02
13 Dec 2024
Exit
SGMT
NASDAQ · Sagimet Biosciences Inc. Series A Common Stock
4.39
20% entry drawdown
-22.85%
Entry 29 Nov 2024
5.69
13 Dec 2024
Entry
VVOS
NASDAQ · Vivos Therapeutics Inc
4.61
Trend inclusion
-
8 signals
MA 71.40 · ROC 7.65% · RS 1.80
13 Dec 2024
Exit
WIT
NYSE · Wipro Limited ADR
3.44
Reversal Risk Warning
27.26%
Entry 19 Jan 2024
2.71
13 Dec 2024
Entry
YSG
NYSE · Yatsen Holding
4.77
Trend inclusion
-
4 signals
MA 91.97 · ROC 0.98% · RS 20.71
13 Dec 2024
Exit
ZSTK
NASDAQ · ZeroStack Corp.
50.70
20% entry drawdown
-22.16%
Entry 6 Dec 2024
65.13
6 Dec 2024
Exit
AOSL
NASDAQ · Alpha and Omega Semiconductor Ltd
48.43
Reversal Risk Warning
49.06%
Entry 21 Jun 2024
32.49
6 Dec 2024
Exit
API
NASDAQ · Agora Inc
6.16
Reversal Risk Warning
40.32%
Entry 15 Nov 2024
4.39
6 Dec 2024
Entry
APPN
NASDAQ · Appian Corp
40.65
Trend inclusion
-
5 signals
MA 78.18 · ROC 1.77% · RS 3.09
6 Dec 2024
Entry
ARQT
NASDAQ · Arcutis Biotherapeutics Inc
12.40
Trend inclusion
-
5 signals
MA 57.82 · ROC 4.08% · RS 24.00
6 Dec 2024
Exit
BCYC
NASDAQ · Bicycle Therapeutics Ltd
19.95
20% entry drawdown
-20.07%
Entry 8 Nov 2024
24.96
6 Dec 2024
Exit
BGDE
NASDAQ · Big Digital Energy, Inc.
26.40
20% entry drawdown
-25.42%
Entry 15 Nov 2024
35.40
6 Dec 2024
Exit
BTBT
NASDAQ · Bit Digital Inc
4.88
Reversal Risk Warning
148.98%
Entry 14 Apr 2023
1.96
6 Dec 2024
Entry
BTCT
NASDAQ · BTC Digital Ltd.
10.50
Trend inclusion
-
4 signals
MA 11.70 · ROC 91.46% · RS 151.16
6 Dec 2024
Exit
BZFD
NASDAQ · BuzzFeed Inc
5.36
Reversal Risk Warning
165.35%
Entry 10 May 2024
2.02
6 Dec 2024
Exit
CAN
NASDAQ · Canaan Inc
3.04
Reversal Risk Warning
54.31%
Entry 22 Nov 2024
1.97
6 Dec 2024
Exit
CRM
NYSE · Salesforce.com Inc
357.26
Reversal Risk Warning
82.01%
Entry 31 Mar 2023
196.29
6 Dec 2024
Exit
DOCU
NASDAQ · DocuSign Inc
106.99
Reversal Risk Warning
55.08%
Entry 25 Oct 2024
68.99
6 Dec 2024
Entry
EAF
NYSE · GrafTech International Ltd
20.60
Trend inclusion
-
4 signals
MA 83.31 · ROC 4.25% · RS 22.26
6 Dec 2024
Exit
FVRR
NYSE · Fiverr International Ltd
35.35
Reversal Risk Warning
10.09%
Entry 22 Nov 2024
32.11
6 Dec 2024
Exit
GTEC
NASDAQ · Greenland Acquisition Corp
2.09
20% entry drawdown
-20.53%
Entry 1 Nov 2024
2.63
6 Dec 2024
Exit
IKT
NASDAQ · Inhibikase Therapeutics Inc
3.28
Reversal Risk Warning
41.99%
Entry 22 Nov 2024
2.31
6 Dec 2024
Exit
MIRA
NASDAQ · MIRA Pharmaceuticals, Inc. Common Stock
1.19
20% entry drawdown
-22.73%
Entry 15 Nov 2024
1.54
6 Dec 2024
Entry
MTEX
NASDAQ · Mannatech Incorporated
11.01
Trend inclusion
-
4 signals
MA 68.44 · ROC 1.70% · RS 17.93