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 211-240 of 285 open
Ticker Entry Last Close Return Signals Activity ROC RS
PVL NYSE · Permianville Royalty Trust
13 Jun 20251.67
1.65
-1.42%
4
51.22
1.41%
17.57
PXS NASDAQ · Pyxis Tankers Inc
13 Feb 20263.42
4.20
22.81%
6
57.16
1.67%
5.44
PYPD NASDAQ · PolyPid
18 Jul 20253.62
5.02
38.67%
4
45.45
2.13%
0.85
QMCO NASDAQ · Quantum Corporation
3 Jul 202610.16
10.16
0.00%
5
99.53
9.13%
7.75
RCI NYSE · Rogers Communications Inc
15 Aug 202533.98
31.62
-6.95%
5
99.19
2.66%
3.12
RDNW NASDAQ · RideNow Group, Inc.
7 Nov 20254.40
6.40
45.45%
8
23.02
4.19%
6.01
REGN NASDAQ · Regeneron Pharmaceuticals Inc
21 Nov 2025753.90
654.27
-13.22%
6
88.39
2.81%
10.49
RHI NYSE · Robert Half International Inc
26 Jun 202632.76
33.48
2.20%
4
93.91
3.50%
4.61
RIG NYSE · Transocean Ltd
24 Oct 20253.90
5.06
29.74%
7
31.95
1.35%
6.69
RILY NASDAQ · BRC Group Holdings, Inc.
6 Feb 20267.88
7.98
1.27%
4
93.99
14.06%
50.24
RILYL NASDAQ · BRC Group Holdings, Inc.
6 Feb 202610.14
14.26
40.63%
4
79.81
21.07%
80.56
RIVN NASDAQ · Rivian Automotive Inc
30 May 202514.53
18.63
28.22%
4
79.65
5.19%
6.43
RJET NASDAQ · Republic Airways Holdings Inc
12 Sep 202520.55
21.39
4.09%
4
61.34
0.56%
11.34
RLYB NASDAQ · Rallybio Corp
20 Mar 20268.87
15.82
78.30%
4
89.82
12.32%
91.55
RMAX NYSE · Re Max Holding
12 Jun 20269.20
11.12
20.87%
4
59.29
2.39%
2.76
RXO NYSE · RXO Inc.
15 May 202618.69
26.61
42.38%
4
94.71
3.17%
6.91
SABR NASDAQ · Sabre Corpo
3 Jul 20262.09
2.09
0.00%
7
78.18
2.51%
3.07
SAIH NASDAQ · SAIHEAT Limited
15 May 202611.74
11.52
-1.92%
4
87.09
2.75%
18.60
SEDG NASDAQ · SolarEdge Technologies Inc
10 Apr 202641.76
52.38
25.43%
4
79.21
6.04%
28.78
SG NYSE · Sweetgreen Inc
12 Jun 20269.07
8.77
-3.31%
4
84.35
5.50%
0.56
SHEN NASDAQ · Shenandoah Telecommunications Co
10 Apr 202615.14
13.55
-10.50%
4
83.28
1.61%
10.56
SHLS NASDAQ · Shoals Technologies Group Inc
22 Aug 20256.48
9.95
53.55%
7
35.11
0.28%
19.31
SIRI NASDAQ · Sirius XM Holding Inc
24 Apr 202626.34
30.51
15.81%
4
70.31
1.35%
7.17
SKK NASDAQ · SKK Holdings Limited
19 Jun 20264.63
4.80
3.67%
4
66.23
3.42%
1.46
SLN NASDAQ · Silence Therapeutics PLC
26 Jun 202610.14
10.39
2.47%
5
47.61
1.89%
45.84
SM NYSE · SM Energy Co
17 Apr 202625.79
26.85
4.09%
4
58.09
1.97%
0.36
SMHI NYSE · SEACOR Marine Holdings Inc
26 Sep 20256.91
7.59
9.84%
5
63.72
0.75%
0.35
SOTK NASDAQ · Sono-Tek Corp
7 Nov 20254.53
5.20
14.79%
6
49.76
3.02%
0.17
SPRU NYSE · Spruce Power Holding Corp
7 Nov 20252.72
2.46
-9.56%
4
74.88
3.73%
9.56
SRI NYSE · Stoneridge Inc
12 Jun 20267.67
6.93
-9.65%
5
52.80
1.85%
0.32

Ledger

Transaction History

Showing 121-150 of 4953
Date Action Ticker Price Reason Return Qualifiers
12 Jun 2026
Exit
ARCB NASDAQ · ArcBest Corp
173.04
Reversal Risk Warning
85.69%
Entry 6 Mar 2026 93.19
12 Jun 2026
Exit
ARKO NASDAQ · Arko Corp
8.63
Reversal Risk Warning
64.08%
Entry 30 Jan 2026 5.26
12 Jun 2026
Entry
ASPN NYSE · Aspen Aerogels Inc
5.92
Trend inclusion
-
4 signals MA 95.36 · ROC 0.15% · RS 3.76
12 Jun 2026
Entry
ATER NASDAQ · Aterian Inc
1.20
Trend inclusion
-
4 signals MA 88.29 · ROC 4.16% · RS 8.63
12 Jun 2026
Exit
AVAL NYSE · Grupo Aval
5.53
Reversal Risk Warning
166.71%
Entry 20 Oct 2023 2.07
12 Jun 2026
Exit
BFH NYSE · Bread Financial Holdings, Inc.
101.71
Reversal Risk Warning
184.46%
Entry 26 Apr 2024 35.76
12 Jun 2026
Exit
C NYSE · Citigroup Inc.
139.83
Reversal Risk Warning
192.31%
Entry 19 Jan 2024 47.84
12 Jun 2026
Entry
CBRL NASDAQ · Cracker Barrel Old Country Store
46.69
Trend inclusion
-
5 signals MA 80.26 · ROC 2.01% · RS 0.49
12 Jun 2026
Exit
CDRO NASDAQ · Codere Online US Corp
9.77
Reversal Risk Warning
171.39%
Entry 30 Jun 2023 3.60
12 Jun 2026
Exit
CIVB NASDAQ · Civista Bancshares Inc
27.21
Reversal Risk Warning
73.41%
Entry 6 Sep 2024 15.69
12 Jun 2026
Exit
CLDT NYSE · Chatham Lodging Trust REIT
12.76
Reversal Risk Warning
67.65%
Entry 27 Feb 2026 7.61
12 Jun 2026
Exit
CPF NYSE · Central Pacific Financial Corp
36.60
Reversal Risk Warning
111.80%
Entry 8 Dec 2023 17.28
12 Jun 2026
Exit
CVS NYSE · CVS Health Corp
101.96
Reversal Risk Warning
58.93%
Entry 28 Mar 2025 64.15
12 Jun 2026
Exit
DCOM NYSE · Dime Community Bancshares, Inc.
40.08
Reversal Risk Warning
70.77%
Entry 6 Sep 2024 23.47
12 Jun 2026
Entry
DDD NYSE · 3D Systems Corporation
3.01
Trend inclusion
-
4 signals MA 95.88 · ROC 3.41% · RS 20.65
12 Jun 2026
Entry
DMRC NASDAQ · Digimarc Corporation
11.31
Trend inclusion
-
4 signals MA 97.64 · ROC 8.34% · RS 9.53
12 Jun 2026
Entry
ELV NYSE · Elevance Health Inc
404.07
Trend inclusion
-
5 signals MA 98.35 · ROC 3.19% · RS 9.86
12 Jun 2026
Entry
FUN NYSE · Six Flags Entertainment Corporation
23.44
Trend inclusion
-
6 signals MA 80.97 · ROC 0.70% · RS 1.12
12 Jun 2026
Entry
GCTS NYSE · GCT Semiconductor Holding Inc
2.52
Trend inclusion
-
5 signals MA 81.99 · ROC 16.22% · RS 55.51
12 Jun 2026
Exit
GPRK NYSE · GeoPark Ltd
11.20
Reversal Risk Warning
36.55%
Entry 5 Dec 2025 8.20
12 Jun 2026
Exit
GRC NYSE · Gorman-Rupp Company
84.59
Reversal Risk Warning
190.28%
Entry 28 Jul 2023 29.14
12 Jun 2026
Exit
HAFC NASDAQ · Hanmi Financial Corporation
31.75
Reversal Risk Warning
84.06%
Entry 6 Sep 2024 17.25
12 Jun 2026
Exit
HBNC NASDAQ · Horizon Bancorp
19.59
Reversal Risk Warning
54.11%
Entry 22 Dec 2023 12.71
12 Jun 2026
Entry
HELE NASDAQ · Helen of Troy Ltd
29.86
Trend inclusion
-
5 signals MA 71.41 · ROC 5.26% · RS 17.71
12 Jun 2026
Exit
HTLD NASDAQ · Heartland Express Inc
16.09
Reversal Risk Warning
52.50%
Entry 23 Jan 2026 10.55
12 Jun 2026
Entry
IFRX NASDAQ · InflaRx N.V.
1.60
Trend inclusion
-
6 signals MA 62.45 · ROC 8.20% · RS 10.39
12 Jun 2026
Entry
IPWR NASDAQ · Ideal Power Inc
6.10
Trend inclusion
-
4 signals MA 96.62 · ROC 4.20% · RS 14.03
12 Jun 2026
Exit
LXFR NYSE · Luxfer Holdings PLC
18.08
Reversal Risk Warning
61.60%
Entry 24 May 2024 11.19
12 Jun 2026
Exit
MAC NYSE · Macerich Company
25.28
Reversal Risk Warning
152.90%
Entry 6 Jan 2023 10.00
12 Jun 2026
Exit
MANU NYSE · Manchester United Ltd
23.21
Reversal Risk Warning
32.10%
Entry 1 Aug 2025 17.57