View US ETF Index View Market Dynamics

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 17 Jul 2026 Initial value 100.00
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.

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

17 Jul 2026

New Positions In

Entries at weekly close
10
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
12
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

Showing 211-240 of 271 open
Ticker Entry Last Close Return Signals Activity ROC RS
RLYB NASDAQ · Rallybio Corp
20 Mar 20268.87
16.42
85.12%
4
89.82
12.32%
91.55
RMAX NYSE · Re Max Holding
12 Jun 20269.20
11.10
20.65%
4
59.46
2.39%
2.76
RXO NYSE · RXO Inc.
15 May 202618.69
29.29
56.71%
4
94.71
3.17%
6.91
S NYSE · SentinelOne Inc
10 Jul 202617.88
19.57
9.45%
6
36.44
1.09%
1.09
SABR NASDAQ · Sabre Corpo
3 Jul 20262.09
1.73
-17.22%
7
77.04
2.51%
3.07
SAIH NASDAQ · SAIHEAT Limited
15 May 202611.74
13.13
11.84%
4
87.09
2.75%
18.60
SEDG NASDAQ · SolarEdge Technologies Inc
10 Apr 202641.76
53.47
28.04%
4
79.21
6.04%
28.78
SHLS NASDAQ · Shoals Technologies Group Inc
22 Aug 20256.48
10.30
58.95%
7
35.11
0.28%
19.31
SIRI NASDAQ · Sirius XM Holding Inc
24 Apr 202626.34
30.59
16.12%
4
70.31
1.35%
7.17
SKK NASDAQ · SKK Holdings Limited
19 Jun 20264.63
4.87
5.08%
4
65.32
3.42%
1.46
SLN NASDAQ · Silence Therapeutics PLC
26 Jun 202610.14
10.50
3.55%
5
46.57
1.89%
45.84
SM NYSE · SM Energy Co
17 Apr 202625.79
31.32
21.42%
4
58.09
1.97%
0.36
SMHI NYSE · SEACOR Marine Holdings Inc
26 Sep 20256.91
7.91
14.47%
5
63.72
0.75%
0.35
SOTK NASDAQ · Sono-Tek Corp
7 Nov 20254.53
5.50
21.41%
6
49.76
3.02%
0.17
SPRU NYSE · Spruce Power Holding Corp
7 Nov 20252.72
2.40
-11.76%
4
74.88
3.73%
9.56
SRI NYSE · Stoneridge Inc
12 Jun 20267.67
6.96
-9.26%
5
52.80
1.85%
0.32
SSBI NASDAQ · Summit State Bank
11 Apr 20258.15
13.62
67.12%
4
87.18
0.70%
3.04
STAA NASDAQ · STAAR Surgical Company
12 Jun 202628.37
26.44
-6.80%
4
74.63
2.28%
1.70
STHO NASDAQ · Star Holdings
6 Mar 20268.36
9.41
12.56%
4
46.86
1.71%
1.13
STRA NASDAQ · Strategic Education Inc
3 Apr 202683.05
76.53
-7.85%
4
14.96
0.39%
0.94
STTK NASDAQ · Shattuck Labs Inc
10 Oct 20251.84
7.53
309.24%
4
96.18
11.77%
39.24
STZ NYSE · Constellation Brands Inc Class A
10 Apr 2026165.02
132.87
-19.48%
7
33.93
0.23%
0.63
SXC NYSE · SunCoke Energy Inc
10 Jul 20268.22
8.37
1.82%
7
32.14
3.23%
1.72
TBI NYSE · TrueBlue Inc
19 Jun 20266.70
8.49
26.72%
4
99.02
5.15%
12.25
TDC NYSE · Teradata Corp
28 Nov 202528.64
30.52
6.56%
4
78.54
4.06%
5.35
TDOC NYSE · Teladoc Inc
17 Jul 20269.43
9.43
New Entry week
4
91.36
3.36%
22.61
TDW NYSE · Tidewater Inc
5 Sep 202557.73
75.82
31.34%
4
66.42
1.09%
2.53
TENX NASDAQ · Tenax Therapeutics Inc
10 Oct 20257.46
15.85
112.47%
4
48.64
1.85%
10.66
TFIN NYSE · Triumph Financial, Inc.
6 Feb 202668.34
80.61
17.95%
5
41.90
1.77%
4.66
TFX NYSE · Teleflex Incorporated
26 Jun 2026129.86
134.61
3.66%
8
45.87
2.25%
0.49

Ledger

Transaction History

Showing 4471-4500 of 5001
Date Action Ticker Price Reason Return Qualifiers
31 Mar 2023
Entry
ACHV NASDAQ · Achieve Life Sciences Inc
6.80
Trend inclusion
-
6 signals MA 49.23 · ROC 1.28% · RS 33.88
31 Mar 2023
Entry
BBIO NASDAQ · BridgeBio Pharma Inc
16.58
Trend inclusion
-
4 signals MA 89.06 · ROC 5.51% · RS 52.48
31 Mar 2023
Entry
BTMD NASDAQ · biote Corp
6.19
Trend inclusion
-
7 signals MA 70.73 · ROC 3.07% · RS 11.96
31 Mar 2023
Exit
BYRN NASDAQ · Byrna Technologies Inc
7.59
20% entry drawdown
-20.86%
Entry 10 Feb 2023 9.59
31 Mar 2023
Entry
CAE NYSE · CAE Inc.
22.63
Trend inclusion
-
7 signals MA 10.18 · ROC 1.21% · RS 0.19
31 Mar 2023
Entry
CD NASDAQ · Chaince Digital Holdings Inc.
1.47
Trend inclusion
-
4 signals MA 42.83 · ROC 3.91% · RS 21.64
31 Mar 2023
Entry
CNMD NYSE · CONMED Corporation
101.09
Trend inclusion
-
7 signals MA 10.69 · ROC 0.09% · RS 2.90
31 Mar 2023
Entry
COOK NYSE · Traeger Inc
205.50
Trend inclusion
-
8 signals MA 27.95 · ROC 2.91% · RS 0.98
31 Mar 2023
Entry
CRM NYSE · Salesforce.com Inc
196.29
Trend inclusion
-
4 signals MA 91.53 · ROC 1.19% · RS 16.66
31 Mar 2023
Entry
DFH NYSE · Dream Finders Homes Inc
13.25
Trend inclusion
-
4 signals MA 33.71 · ROC 0.34% · RS 3.31
31 Mar 2023
Entry
DKNG NASDAQ · DraftKings Inc
19.36
Trend inclusion
-
4 signals MA 41.69 · ROC 0.58% · RS 17.87
31 Mar 2023
Entry
FMS NYSE · Fresenius Medical Care Corporation
18.84
Trend inclusion
-
7 signals MA 65.28 · ROC 1.91% · RS 0.07
31 Mar 2023
Entry
GWRE NYSE · Guidewire Software Inc
82.05
Trend inclusion
-
5 signals MA 67.23 · ROC 0.41% · RS 10.62
31 Mar 2023
Entry
HCI NYSE · HCI Group Inc
50.95
Trend inclusion
-
5 signals MA 63.87 · ROC 1.28% · RS 0.21
31 Mar 2023
Entry
HRTG NYSE · Heritage Insurance Hldgs Inc
3.08
Trend inclusion
-
4 signals MA 89.91 · ROC 1.98% · RS 8.69
31 Mar 2023
Entry
IHS NYSE · IHS Holding Ltd
8.76
Trend inclusion
-
7 signals MA 20.48 · ROC 0.25% · RS 4.59
31 Mar 2023
Entry
LVO NASDAQ · LiveOne Inc
11.40
Trend inclusion
-
4 signals MA 63.35 · ROC 0.72% · RS 19.35
31 Mar 2023
Entry
MATH NASDAQ · Metalpha Technology Holding Limited
1.04
Trend inclusion
-
4 signals MA 83.12 · ROC 4.62% · RS 21.10
31 Mar 2023
Exit
MNPR NASDAQ · Monopar Therapeutics Inc
6.95
20% entry drawdown
-45.91%
Entry 6 Jan 2023 12.85
31 Mar 2023
Entry
NTRA NASDAQ · Natera Inc
55.52
Trend inclusion
-
4 signals MA 67.82 · ROC 1.59% · RS 15.96
31 Mar 2023
Entry
NVTS NASDAQ · Navitas Semiconductor Corp
7.31
Trend inclusion
-
4 signals MA 52.57 · ROC 1.85% · RS 23.36
31 Mar 2023
Entry
OTEX NASDAQ · Open Text Corp
34.60
Trend inclusion
-
6 signals MA 88.38 · ROC 1.08% · RS 4.77
31 Mar 2023
Entry
SE NYSE · Sea Ltd
86.55
Trend inclusion
-
4 signals MA 78.64 · ROC 2.29% · RS 21.64
31 Mar 2023
Entry
SJ NASDAQ · Scienjoy Holding Corp
4.09
Trend inclusion
-
4 signals MA 85.72 · ROC 2.16% · RS 25.00
24 Mar 2023
Exit
ALGS NASDAQ · Aligos Therapeutics Inc
28.25
20% entry drawdown
-27.56%
Entry 24 Feb 2023 39.00
24 Mar 2023
Exit
AMRN NASDAQ · Amarin Corporation PLC
30.60
20% entry drawdown
-20.31%
Entry 10 Feb 2023 38.40
24 Mar 2023
Exit
AQMS NASDAQ · Aqua Metals Inc
202.00
20% entry drawdown
-20.47%
Entry 3 Feb 2023 254.00
24 Mar 2023
Entry
BWMX NYSE · Betterware de México, S.A.P.I. de C.V.
7.77
Trend inclusion
-
4 signals MA 95.21 · ROC 1.90% · RS 7.52
24 Mar 2023
Exit
CELC NASDAQ · Celcuity LLC
9.51
20% entry drawdown
-20.95%
Entry 6 Jan 2023 12.03
24 Mar 2023
Exit
CHWY NYSE · Chewy Inc
33.59
20% entry drawdown
-24.70%
Entry 17 Feb 2023 44.61