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
434.12
Total Return
334.12%
CAGR
51.64%
Annualized from first index week
Edge vs Market
+29.86%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.21
Sortino 3.76
Current Holdings
271
Transactions
5001
Avg 1418.2/yr ·
118.2/mo ·
27.3/wk
Exit Mix
2365
Stop 57.3% ·
Warning 42.3%
· Other 0.4%
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
ACCO
NYSE · Acco Brands Corporation
4.08
8 signals · MA 74.29 · ROC 2.23% · RS 3.33
BHVN
NYSE · Biohaven Ltd.
15.44
4 signals · MA 87.92 · ROC 6.50% · RS 14.78
BOC
NYSE · Boston Omaha Corp
14.14
4 signals · MA 88.83 · ROC 1.32% · RS 0.95
FATN
NASDAQ · FatPipe, Inc. Common Stock
4.54
8 signals · MA 39.45 · ROC 12.74% · RS 2.11
HOG
NYSE · Harley-Davidson Inc
26.58
8 signals · MA 56.36 · ROC 2.03% · RS 3.60
JHX
NYSE · James Hardie Industries PLC ADR
25.82
4 signals · MA 74.43 · ROC 3.39% · RS 7.54
LGIH
NASDAQ · LGI Homes
58.48
4 signals · MA 96.98 · ROC 3.50% · RS 2.72
TDOC
NYSE · Teladoc Inc
9.43
4 signals · MA 91.36 · ROC 3.36% · RS 22.61
TMCI
NASDAQ · Treace Medical Concepts Inc
4.30
5 signals · MA 93.79 · ROC 8.69% · RS 0.15
UPBD
NASDAQ · Upbound Group Inc.
22.16
4 signals · MA 57.32 · ROC 2.83% · RS 2.64
Positions Out
Closed at weekly close
AIRJ
NASDAQ · AirJoule Technologies Corporation
3.74
20% entry drawdown · -22.65%
CE
NYSE · Celanese Corporation
45.70
20% entry drawdown · -20.82%
FUN
NYSE · Six Flags Entertainment Corporation
17.53
20% entry drawdown · -25.21%
GRDX
NASDAQ · GridAI Technologies Corp.
3.82
20% entry drawdown · -29.26%
INV
NASDAQ · Innventure, Inc.
3.37
20% entry drawdown · -42.39%
MX
NYSE · MagnaChip Semiconductor
3.42
20% entry drawdown · -24.50%
NTLA
NASDAQ · Intellia Therapeutics Inc
11.38
20% entry drawdown · -27.41%
PBF
NYSE · PBF Energy Inc
62.75
Reversal Risk Warning · 133.59%
SG
NYSE · Sweetgreen Inc
7.08
20% entry drawdown · -21.94%
SHEN
NASDAQ · Shenandoah Telecommunications Co
11.38
20% entry drawdown · -24.83%
STFS
NASDAQ · Star Fashion Culture Holdings Limited
9.14
20% entry drawdown · -50.03%
VLN
NYSE · Valens
1.71
20% entry drawdown · -22.62%
Live Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
NXDT
NYSE · NexPoint Strategic Opportunities Fund
27 Feb 20264.31
5.62
30.39%
4
99.32
1.64%
15.27
OABI
NASDAQ · OmniAb Inc.
19 Jun 20262.34
2.12
-9.40%
4
96.28
6.61%
5.97
OGN
NYSE · Organon & Co
22 May 202613.43
13.52
0.67%
4
96.66
6.19%
33.08
OLN
NYSE · Olin Corporation
27 Feb 202624.98
21.99
-11.98%
4
39.93
3.06%
6.34
OMCL
NASDAQ · Omnicell Inc
5 Dec 202540.50
45.87
13.27%
7
76.92
3.29%
1.65
ONL
NYSE · Orion Office Reit Inc
22 May 20262.98
2.63
-11.73%
4
83.43
2.33%
10.69
OSUR
NASDAQ · OraSure Technologies Inc
22 May 20263.61
3.87
7.20%
7
36.02
0.62%
3.43
OVID
NASDAQ · Ovid Therapeutics Inc
12 Sep 20251.26
2.44
93.65%
4
98.62
15.63%
53.67
PALI
NASDAQ · Palisade Bio Inc
24 Oct 20251.74
1.97
13.22%
4
68.18
16.90%
24.71
PAMT
NASDAQ · PAMT CORP
26 Jun 202614.75
14.84
0.61%
4
95.50
5.97%
12.86
PII
NYSE · Polaris Industries Inc
5 Sep 202557.31
73.20
27.72%
5
98.81
2.82%
4.05
PIII
NASDAQ · P3 Health Partners Inc
19 Jun 202610.75
10.82
0.65%
4
48.73
13.67%
48.31
PKX
NYSE · POSCO Holdings Inc
14 Nov 202553.84
50.80
-5.65%
4
23.98
2.46%
0.90
POWW
NASDAQ · Ammo Inc
26 Dec 20251.83
2.26
23.50%
5
70.00
1.28%
3.33
PRKS
NYSE · United Parks & Resorts Inc
19 Jun 202646.64
45.11
-3.28%
4
70.35
2.06%
0.67
PTEN
NASDAQ · Patterson-UTI Energy Inc
16 Jan 20267.01
10.02
42.96%
7
32.04
1.63%
0.66
PUBM
NASDAQ · Pubmatic Inc
29 May 202611.68
12.73
8.99%
5
93.54
3.77%
2.76
PVH
NYSE · PVH Corp
22 May 202688.89
78.15
-12.08%
4
42.04
1.01%
4.36
PVL
NYSE · Permianville Royalty Trust
13 Jun 20251.67
1.73
3.36%
4
51.22
1.41%
17.57
PXS
NASDAQ · Pyxis Tankers Inc
13 Feb 20263.42
4.34
26.90%
6
57.16
1.67%
5.44
PYPD
NASDAQ · PolyPid
18 Jul 20253.62
5.37
48.34%
4
45.45
2.13%
0.85
QMCO
NASDAQ · Quantum Corporation
3 Jul 202610.16
10.63
4.63%
5
99.38
9.13%
7.75
RCI
NYSE · Rogers Communications Inc
15 Aug 202533.98
34.66
2.00%
5
99.19
2.66%
3.12
RDNW
NASDAQ · RideNow Group, Inc.
7 Nov 20254.40
5.94
35.00%
8
23.02
4.19%
6.01
REGN
NASDAQ · Regeneron Pharmaceuticals Inc
21 Nov 2025753.90
676.69
-10.24%
6
88.39
2.81%
10.49
RHI
NYSE · Robert Half International Inc
26 Jun 202632.76
41.80
27.59%
4
93.57
3.50%
4.61
RIG
NYSE · Transocean Ltd
24 Oct 20253.90
5.14
31.79%
7
31.95
1.35%
6.69
RILYL
NASDAQ · BRC Group Holdings, Inc.
6 Feb 202610.14
14.23
40.34%
4
79.81
21.07%
80.56
RIVN
NASDAQ · Rivian Automotive Inc
30 May 202514.53
17.46
20.13%
4
79.65
5.19%
6.43
RJET
NASDAQ · Republic Airways Holdings Inc
12 Sep 202520.55
17.21
-16.25%
4
61.34
0.56%
11.34
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
14 Jul 2023
Exit
GXO
NYSE · GXO Logistics Inc
64.22
Reversal Risk Warning
22.21%
Entry 10 Feb 2023
52.55
14 Jul 2023
Entry
INMB
NASDAQ · INmune Bio Inc
10.90
Trend inclusion
-
6 signals
MA 62.20 · ROC 4.05% · RS 9.76
14 Jul 2023
Entry
LFMD
NASDAQ · LifeMD Inc
4.10
Trend inclusion
-
4 signals
MA 97.55 · ROC 11.69% · RS 46.14
14 Jul 2023
Exit
LGIH
NASDAQ · LGI Homes
137.78
Reversal Risk Warning
20.55%
Entry 17 Feb 2023
114.29
14 Jul 2023
Exit
LPRO
NASDAQ · Open Lending Corp
10.83
Reversal Risk Warning
2.46%
Entry 2 Jun 2023
10.57
14 Jul 2023
Exit
MOMO
NASDAQ · Hello Group Inc
8.83
Reversal Risk Warning
19.38%
Entry 6 Jan 2023
7.40
14 Jul 2023
Exit
MTW
NYSE · Manitowoc Company Inc
19.33
Reversal Risk Warning
34.61%
Entry 17 Feb 2023
14.36
14 Jul 2023
Exit
NERV
NASDAQ · Minerva Neurosciences Inc
12.07
Reversal Risk Warning
82.05%
Entry 2 Jun 2023
6.63
14 Jul 2023
Entry
ORGO
NASDAQ · Organogenesis Holdings Inc
3.90
Trend inclusion
-
7 signals
MA 34.67 · ROC 3.85% · RS 0.24
14 Jul 2023
Entry
PCT
NASDAQ · Purecycle Technologies Holdings Corp
10.33
Trend inclusion
-
4 signals
MA 88.15 · ROC 7.24% · RS 8.04
14 Jul 2023
Exit
RCEL
NASDAQ · Avita Medical Ltd
20.59
Reversal Risk Warning
200.15%
Entry 6 Jan 2023
6.86
14 Jul 2023
Entry
ROOT
NASDAQ · Root Inc
9.85
Trend inclusion
-
4 signals
MA 92.64 · ROC 9.20% · RS 2.25
14 Jul 2023
Exit
RRGB
NASDAQ · Red Robin Gourmet Burgers Inc
15.01
Reversal Risk Warning
32.71%
Entry 10 Mar 2023
11.31
14 Jul 2023
Exit
SCL
NYSE · Stepan Company
86.35
Reversal Risk Warning
-13.75%
Entry 20 Jan 2023
100.12
14 Jul 2023
Exit
SDGR
NASDAQ · Schrodinger Inc
53.35
Reversal Risk Warning
80.24%
Entry 21 Apr 2023
29.60
14 Jul 2023
Exit
SHC
NASDAQ · Sotera Health Co
18.75
Reversal Risk Warning
9.97%
Entry 7 Apr 2023
17.05
14 Jul 2023
Exit
SMRT
NYSE · SmartRent Inc
3.86
Reversal Risk Warning
9.35%
Entry 2 Jun 2023
3.53
14 Jul 2023
Entry
SNAP
NYSE · Snap Inc
13.15
Trend inclusion
-
4 signals
MA 58.67 · ROC 2.96% · RS 13.30
14 Jul 2023
Entry
STKE
NASDAQ · Sol Strategies Inc. Common Shares
0.65
Trend inclusion
-
4 signals
MA 82.12 · ROC 6.72% · RS 16.28
14 Jul 2023
Entry
SWK
NYSE · Stanley Black & Decker Inc
85.38
Trend inclusion
-
5 signals
MA 83.23 · ROC 2.24% · RS 3.45
14 Jul 2023
Entry
TFIN
NYSE · Triumph Financial, Inc.
65.53
Trend inclusion
-
4 signals
MA 40.49 · ROC 1.41% · RS 0.59
14 Jul 2023
Entry
VTEX
NYSE · VTEX
5.07
Trend inclusion
-
4 signals
MA 66.13 · ROC 3.04% · RS 13.79
14 Jul 2023
Entry
W
NYSE · Wayfair Inc
69.51
Trend inclusion
-
4 signals
MA 90.96 · ROC 8.54% · RS 41.93
7 Jul 2023
Exit
AI
NYSE · C3 Ai Inc
39.25
Reversal Risk Warning
81.54%
Entry 17 Mar 2023
21.62
7 Jul 2023
Entry
BKD
NYSE · Brookdale Senior Living Inc
4.23
Trend inclusion
-
8 signals
MA 57.30 · ROC 4.07% · RS 1.26
7 Jul 2023
Exit
BRTX
NASDAQ · BioRestorative Therapies Inc
3.83
Reversal Risk Warning
-3.28%
Entry 28 Apr 2023
3.96
7 Jul 2023
Exit
CBRL
NASDAQ · Cracker Barrel Old Country Store
82.47
Reversal Risk Warning
-13.22%
Entry 10 Feb 2023
95.03
7 Jul 2023
Exit
CHCT
NYSE · Community Healthcare Trust Inc
25.89
Reversal Risk Warning
-11.35%
Entry 24 Feb 2023
29.20
7 Jul 2023
Exit
CNMD
NYSE · CONMED Corporation
128.33
Reversal Risk Warning
26.94%
Entry 31 Mar 2023
101.09
7 Jul 2023
Exit
CRCT
NASDAQ · Cricut Inc
9.46
Reversal Risk Warning
5.00%
Entry 30 Jun 2023
9.01