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
IMVT
NASDAQ · Immunovant Inc
7 Nov 202523.35
38.79
66.12%
5
64.71
3.59%
6.32
INV
NASDAQ · Innventure, Inc.
5 Jun 20265.85
4.82
-17.61%
7
65.96
8.77%
8.65
IPSC
NASDAQ · Century Therapeutics Inc
9 Jan 20261.94
2.43
25.26%
4
75.08
16.21%
170.56
IPWR
NASDAQ · Ideal Power Inc
12 Jun 20266.10
5.04
-17.38%
4
96.62
4.20%
14.03
IRDM
NASDAQ · Iridium Communications Inc
27 Mar 202627.87
53.75
92.87%
4
97.10
0.93%
24.59
IRWD
NASDAQ · Ironwood Pharmaceuticals Inc
14 Nov 20253.14
4.33
37.90%
8
98.96
14.26%
56.91
JAKK
NASDAQ · JAKKS Pacific Inc
6 Mar 202620.09
23.44
16.66%
5
74.12
2.33%
2.04
JWEL
NASDAQ · Jowell Global Ltd.
25 Oct 20241.74
2.05
17.80%
4
48.67
2.74%
0.12
JXG
NASDAQ · JX Luxventure Group Inc.
3 Jul 202610.84
10.84
0.00%
4
84.92
12.88%
8.46
KELYA
NASDAQ · Kelly Services A Inc
26 Jun 202612.73
13.08
2.75%
6
98.05
4.92%
3.10
KELYB
NASDAQ · Kelly Services B Inc
27 Mar 202612.64
22.00
74.05%
4
19.09
0.02%
4.97
KFFB
NASDAQ · Kentucky First Federal Bancorp
12 Sep 20253.40
5.07
49.13%
4
60.29
0.53%
2.25
KFRC
NYSE · Kforce Inc.
22 May 202641.20
50.93
23.62%
4
93.52
6.61%
12.63
KLXE
NASDAQ · KLX Energy Services Holdings Inc
13 Feb 20262.54
2.43
-4.33%
4
79.97
4.26%
4.10
KMX
NYSE · CarMax Inc
26 Jun 202652.76
50.98
-3.37%
4
86.77
5.19%
3.83
KOP
NYSE · Koppers Holdings Inc
20 Mar 202635.02
46.21
31.94%
5
94.22
3.29%
15.17
KPTI
NASDAQ · Karyopharm Therapeutics Inc
1 May 20268.77
9.60
9.46%
4
54.99
4.56%
23.02
KRO
NYSE · Kronos Worldwide Inc
17 Apr 20266.27
5.97
-4.85%
4
74.90
1.06%
0.35
KTCC
NASDAQ · Key Tronic Corporation
5 Jun 20263.73
4.26
14.21%
5
75.50
0.76%
7.72
KW
NYSE · Kennedy-Wilson Holdings Inc
7 Nov 20259.08
10.92
20.22%
8
24.09
1.07%
4.38
KZIA
NASDAQ · Kazia Therapeutics Ltd ADR
15 May 202613.16
13.25
0.68%
4
94.60
10.82%
35.61
LAND
NASDAQ · Gladstone Land Corporation
20 Feb 202610.76
8.65
-19.59%
4
87.59
1.57%
5.04
LBTYB
NASDAQ · Liberty Global PLC Class B
27 Feb 202612.72
13.20
3.77%
4
93.64
5.72%
5.87
LEE
NASDAQ · Lee Enterprises Incorporated
6 Mar 20269.68
8.73
-9.81%
4
96.98
9.40%
46.54
LEG
NYSE · Leggett & Platt Incorporated
26 Dec 202510.95
11.94
9.09%
4
93.26
3.13%
6.68
LESL
NASDAQ · Leslies Inc
26 Jun 20269.59
8.66
-9.70%
4
24.66
33.13%
109.98
LINE
NASDAQ · Lineage, Inc. Common Stock
26 Jun 202643.45
44.00
1.28%
8
83.09
3.36%
0.23
LITB
NYSE · LightInTheBox Holding Co Ltd ARD
26 Sep 20251.91
3.02
58.27%
4
85.81
9.47%
10.70
LKFT
NASDAQ · Lakefront Biotherapeutics NV
11 Jul 202530.30
30.39
0.30%
6
54.25
0.76%
0.66
LNTH
NASDAQ · Lantheus Holdings Inc
20 Mar 202676.43
109.89
43.78%
8
65.14
3.51%
3.69
Ledger
Transaction History
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