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 181-210 of 285 open
Ticker Entry Last Close Return Signals Activity ROC RS
NRC NASDAQ · National Research Corp
22 May 202618.93
22.40
18.30%
8
82.86
5.64%
0.52
NRT NYSE · North European Oil Royalty Trust
6 Jun 20254.45
7.15
60.62%
5
38.40
0.92%
4.51
NSIT NASDAQ · Insight Enterprises Inc
26 Jun 2026119.49
113.34
-5.15%
4
96.83
3.95%
4.16
NTIC NASDAQ · Northern Technologies
13 Feb 20269.03
8.63
-4.43%
6
75.65
1.72%
0.35
NTLA NASDAQ · Intellia Therapeutics Inc
19 Jun 202615.67
17.56
12.06%
6
12.62
4.59%
0.14
NVCR NASDAQ · Novocure Ltd
29 May 202617.04
17.20
0.94%
4
89.74
4.42%
2.66
NVST NYSE · Envista Holdings Corp
29 Aug 202521.18
27.63
30.45%
4
45.07
0.61%
0.69
NWL NASDAQ · Newell Brands Inc
3 Jul 20265.83
5.83
0.00%
4
79.52
6.86%
15.74
NXDT NYSE · NexPoint Strategic Opportunities Fund
27 Feb 20264.31
5.36
24.36%
4
99.32
1.64%
15.27
OABI NASDAQ · OmniAb Inc.
19 Jun 20262.34
2.42
3.42%
4
96.30
6.61%
5.97
ODP NASDAQ · ODP Corp
26 Sep 202527.98
28.00
0.07%
7
90.18
3.37%
17.03
OGN NYSE · Organon & Co
22 May 202613.43
13.55
0.89%
4
96.66
6.19%
33.08
OLN NYSE · Olin Corporation
27 Feb 202624.98
20.04
-19.79%
4
39.93
3.06%
6.34
OMCL NASDAQ · Omnicell Inc
5 Dec 202540.50
43.03
6.26%
7
76.92
3.29%
1.65
ONL NYSE · Orion Office Reit Inc
22 May 20262.98
2.83
-5.01%
4
83.43
2.33%
10.69
OSUR NASDAQ · OraSure Technologies Inc
22 May 20263.61
4.35
20.50%
7
36.02
0.62%
3.43
OVID NASDAQ · Ovid Therapeutics Inc
12 Sep 20251.26
2.69
113.49%
4
98.62
15.63%
53.67
PALI NASDAQ · Palisade Bio Inc
24 Oct 20251.74
2.10
20.69%
4
68.18
16.90%
24.71
PAMT NASDAQ · PAMT CORP
26 Jun 202614.75
13.78
-6.58%
4
95.50
5.97%
12.86
PBF NYSE · PBF Energy Inc
12 Sep 202526.86
47.81
77.97%
4
58.30
0.22%
1.30
PC NASDAQ · Premium Catering (Holdings) Limited
7 Nov 20259.40
9.40
0.00%
4
62.62
2.28%
7.68
PII NYSE · Polaris Industries Inc
5 Sep 202557.31
63.12
10.13%
5
98.81
2.82%
4.05
PIII NASDAQ · P3 Health Partners Inc
19 Jun 202610.75
11.37
5.77%
4
38.52
13.67%
48.31
PKX NYSE · POSCO Holdings Inc
14 Nov 202553.84
52.12
-3.20%
4
23.98
2.46%
0.90
POWI NASDAQ · Power Integrations Inc
27 Mar 202649.37
72.99
47.83%
5
49.87
0.73%
9.69
POWW NASDAQ · Ammo Inc
26 Dec 20251.83
2.37
29.51%
5
70.00
1.28%
3.33
PRKS NYSE · United Parks & Resorts Inc
19 Jun 202646.64
48.44
3.86%
4
70.62
2.06%
0.67
PTEN NASDAQ · Patterson-UTI Energy Inc
16 Jan 20267.01
8.66
23.55%
7
32.04
1.63%
0.66
PUBM NASDAQ · Pubmatic Inc
29 May 202611.68
13.55
16.01%
5
93.54
3.77%
2.76
PVH NYSE · PVH Corp
22 May 202688.89
75.23
-15.36%
4
42.04
1.01%
4.36

Ledger

Transaction History

Showing 301-330 of 4953
Date Action Ticker Price Reason Return Qualifiers
8 May 2026
Exit
DAO NYSE · Youdao Inc
12.42
Reversal Risk Warning
137.48%
Entry 1 Nov 2024 5.23
8 May 2026
Exit
ENGN NASDAQ · enGene Holdings Inc. Common Stock
1.50
20% entry drawdown
-79.20%
Entry 31 Oct 2025 7.21
8 May 2026
Entry
FC NYSE · Franklin Covey Company
22.15
Trend inclusion
-
4 signals MA 95.03 · ROC 2.36% · RS 3.66
8 May 2026
Entry
FNKO NASDAQ · Funko Inc
5.26
Trend inclusion
-
4 signals MA 56.21 · ROC 4.79% · RS 14.62
8 May 2026
Exit
HR NYSE · Healthcare Realty Trust Incorporated
19.91
Reversal Risk Warning
25.82%
Entry 26 Jul 2024 15.82
8 May 2026
Entry
IIPR NYSE · Innovative Industrial Properties Inc
55.59
Trend inclusion
-
5 signals MA 51.06 · ROC 1.20% · RS 0.90
8 May 2026
Exit
JRVR NASDAQ · James River Group Holdings Ltd
4.14
20% entry drawdown
-32.52%
Entry 2 Jan 2026 6.13
8 May 2026
Exit
LAR NYSE · Lithium Argentina AG
11.68
Reversal Risk Warning
230.88%
Entry 5 Sep 2025 3.53
8 May 2026
Exit
MDV NYSE · Modiv Inc
17.77
Reversal Risk Warning
72.72%
Entry 9 Jun 2023 10.29
8 May 2026
Entry
MX NYSE · MagnaChip Semiconductor
4.53
Trend inclusion
-
4 signals MA 90.75 · ROC 4.68% · RS 25.39
8 May 2026
Exit
MXL NASDAQ · MaxLinear Inc
99.83
Reversal Risk Warning
463.06%
Entry 26 Dec 2025 17.73
8 May 2026
Exit
OOMA NYSE · Ooma Inc
19.31
Reversal Risk Warning
69.39%
Entry 27 Sep 2024 11.40
8 May 2026
Exit
OUT NYSE · Outfront Media Inc
33.58
Reversal Risk Warning
135.90%
Entry 8 Mar 2024 14.23
8 May 2026
Entry
OXM NYSE · Oxford Industries Inc
45.48
Trend inclusion
-
5 signals MA 86.11 · ROC 2.04% · RS 1.89
8 May 2026
Exit
SITM NASDAQ · Sitime Corporation
833.08
Reversal Risk Warning
557.52%
Entry 9 Aug 2024 126.70
8 May 2026
Exit
SKYQ NASDAQ · Sky Quarry Inc
3.91
20% entry drawdown
-33.73%
Entry 1 May 2026 5.90
8 May 2026
Exit
SMRT NYSE · SmartRent Inc
1.12
20% entry drawdown
-24.83%
Entry 24 Oct 2025 1.49
8 May 2026
Exit
TRDA NASDAQ · Entrada Therapeutics Inc
6.84
20% entry drawdown
-37.70%
Entry 19 Dec 2025 10.98
8 May 2026
Exit
USPH NYSE · U.S. Physical Therapy, Inc.
58.85
20% entry drawdown
-31.40%
Entry 13 Feb 2026 85.79
8 May 2026
Exit
WILC NASDAQ · G Willi-Food International Ltd
36.00
Reversal Risk Warning
256.57%
Entry 20 Sep 2024 10.10
8 May 2026
Entry
XELB NASDAQ · Xcel Brands Inc
2.29
Trend inclusion
-
4 signals MA 86.07 · ROC 3.36% · RS 20.03
8 May 2026
Entry
XIFR NYSE · XPLR Infrastructure LP Unit
11.73
Trend inclusion
-
8 signals MA 34.34 · ROC 0.51% · RS 6.37
8 May 2026
Exit
XMAX NASDAQ · XMax Inc.
8.34
Reversal Risk Warning
583.61%
Entry 6 Jun 2025 1.22
1 May 2026
Exit
ADTN NASDAQ · ADTRAN Inc
18.45
Reversal Risk Warning
128.34%
Entry 8 Nov 2024 8.08
1 May 2026
Exit
BTE NYSE · Baytex Energy Corp
4.96
Reversal Risk Warning
99.45%
Entry 26 Sep 2025 2.49
1 May 2026
Entry
CCCC NASDAQ · C4 Therapeutics Inc
2.92
Trend inclusion
-
4 signals MA 36.56 · ROC 1.30% · RS 12.68
1 May 2026
Entry
CODI NYSE · Compass Diversified Holdings
11.80
Trend inclusion
-
4 signals MA 92.52 · ROC 8.24% · RS 54.02
1 May 2026
Exit
DINO NYSE · HF Sinclair Corp
68.70
Reversal Risk Warning
62.06%
Entry 18 Jul 2025 42.39
1 May 2026
Exit
DQ NYSE · Daqo New Energy Corp ADR
19.14
20% entry drawdown
-25.84%
Entry 12 Sep 2025 25.81
1 May 2026
Exit
HP NYSE · Helmerich and Payne Inc
40.19
Reversal Risk Warning
57.00%
Entry 7 Nov 2025 25.60