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
437.05
Total Return
337.05%
CAGR
52.28%
Annualized from first index week
Edge vs Market
+29.83%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4971
Avg 1417.3/yr ·
118.1/mo ·
27.3/wk
Exit Mix
2344
Stop 57.3% ·
Warning 42.5%
· 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
AMCX
NASDAQ · AMC Networks Inc
9.92
4 signals · MA 47.92 · ROC 1.23% · RS 4.42
BFRI
NASDAQ · Biofrontera Inc
1.10
4 signals · MA 27.02 · ROC 3.25% · RS 2.20
FIVN
NASDAQ · Five9 Inc
25.42
6 signals · MA 41.93 · ROC 1.63% · RS 2.87
HPP
NYSE · Hudson Pacific Properties Inc
15.18
4 signals · MA 83.69 · ROC 3.64% · RS 4.60
IFBD
NASDAQ · Infobird Co Ltd
1.21
4 signals · MA 0.63 · ROC 1.78% · RS 2.44
S
NYSE · SentinelOne Inc
17.88
6 signals · MA 36.82 · ROC 1.09% · RS 1.09
STFS
NASDAQ · Star Fashion Culture Holdings Limited
18.29
8 signals · MA 81.90 · ROC 18.63% · RS 12.34
SXC
NYSE · SunCoke Energy Inc
8.22
7 signals · MA 32.21 · ROC 3.23% · RS 1.72
Positions Out
Closed at weekly close
ACDC
NASDAQ · ProFrac Holding Corp.
4.92
20% entry drawdown · -23.36%
AMR
NYSE · Alpha Metallurgical Resources Inc
146.69
20% entry drawdown · -23.81%
IPWR
NASDAQ · Ideal Power Inc
4.57
20% entry drawdown · -25.08%
KELYB
NASDAQ · Kelly Services B Inc
23.95
Reversal Risk Warning · 89.47%
LAND
NASDAQ · Gladstone Land Corporation
8.56
20% entry drawdown · -20.43%
LESL
NASDAQ · Leslies Inc
6.24
20% entry drawdown · -34.93%
LVO
NASDAQ · LiveOne Inc
5.23
20% entry drawdown · -24.64%
TROX
NYSE · Tronox Holdings PLC
6.14
20% entry drawdown · -20.79%
UNCY
NASDAQ · Unicycive Therapeutics Inc
5.21
20% entry drawdown · -22.12%
XWEL
NASDAQ · XWELL Inc.
0.95
20% entry drawdown · -25.57%
Live Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
PYPD
NASDAQ · PolyPid
18 Jul 20253.62
5.23
44.48%
4
45.45
2.13%
0.85
QMCO
NASDAQ · Quantum Corporation
3 Jul 202610.16
10.02
-1.38%
5
99.41
9.13%
7.75
RCI
NYSE · Rogers Communications Inc
15 Aug 202533.98
32.93
-3.10%
5
99.19
2.66%
3.12
RDNW
NASDAQ · RideNow Group, Inc.
7 Nov 20254.40
5.88
33.64%
8
23.02
4.19%
6.01
REGN
NASDAQ · Regeneron Pharmaceuticals Inc
21 Nov 2025753.90
664.52
-11.86%
6
88.39
2.81%
10.49
RHI
NYSE · Robert Half International Inc
26 Jun 202632.76
32.40
-1.10%
4
93.84
3.50%
4.61
RIG
NYSE · Transocean Ltd
24 Oct 20253.90
5.20
33.33%
7
31.95
1.35%
6.69
RILY
NASDAQ · BRC Group Holdings, Inc.
6 Feb 20267.88
7.18
-8.88%
4
93.99
14.06%
50.24
RILYL
NASDAQ · BRC Group Holdings, Inc.
6 Feb 202610.14
14.39
41.91%
4
79.81
21.07%
80.56
RIVN
NASDAQ · Rivian Automotive Inc
30 May 202514.53
17.48
20.30%
4
79.65
5.19%
6.43
RJET
NASDAQ · Republic Airways Holdings Inc
12 Sep 202520.55
18.77
-8.66%
4
61.34
0.56%
11.34
RLYB
NASDAQ · Rallybio Corp
20 Mar 20268.87
15.73
77.34%
4
89.82
12.32%
91.55
RMAX
NYSE · Re Max Holding
12 Jun 20269.20
10.58
15.00%
4
59.42
2.39%
2.76
RXO
NYSE · RXO Inc.
15 May 202618.69
26.25
40.45%
4
94.71
3.17%
6.91
S
NYSE · SentinelOne Inc
10 Jul 202617.88
17.88
New
Entry week
6
36.82
1.09%
1.09
SABR
NASDAQ · Sabre Corpo
3 Jul 20262.09
1.85
-11.48%
7
77.09
2.51%
3.07
SAIH
NASDAQ · SAIHEAT Limited
15 May 202611.74
12.50
6.47%
4
87.09
2.75%
18.60
SEDG
NASDAQ · SolarEdge Technologies Inc
10 Apr 202641.76
55.18
32.14%
4
79.21
6.04%
28.78
SG
NYSE · Sweetgreen Inc
12 Jun 20269.07
8.36
-7.83%
4
84.35
5.50%
0.56
SHEN
NASDAQ · Shenandoah Telecommunications Co
10 Apr 202615.14
12.71
-16.05%
4
83.28
1.61%
10.56
SHLS
NASDAQ · Shoals Technologies Group Inc
22 Aug 20256.48
10.02
54.63%
7
35.11
0.28%
19.31
SIRI
NASDAQ · Sirius XM Holding Inc
24 Apr 202626.34
30.42
15.47%
4
70.31
1.35%
7.17
SKK
NASDAQ · SKK Holdings Limited
19 Jun 20264.63
4.73
2.16%
4
66.06
3.42%
1.46
SLN
NASDAQ · Silence Therapeutics PLC
26 Jun 202610.14
9.09
-10.36%
5
47.25
1.89%
45.84
SM
NYSE · SM Energy Co
17 Apr 202625.79
27.81
7.81%
4
58.09
1.97%
0.36
SMHI
NYSE · SEACOR Marine Holdings Inc
26 Sep 20256.91
7.80
12.88%
5
63.72
0.75%
0.35
SOTK
NASDAQ · Sono-Tek Corp
7 Nov 20254.53
5.54
22.30%
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
7.16
-6.65%
5
52.80
1.85%
0.32
SSBI
NASDAQ · Summit State Bank
11 Apr 20258.15
13.44
64.85%
4
87.18
0.70%
3.04
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
1 Aug 2025
Exit
TCX
NASDAQ · Tucows Inc.
16.51
20% entry drawdown
-27.43%
Entry 11 Jul 2025
22.75
1 Aug 2025
Entry
TLK
NYSE · Telkom Indonesia (Persero) Tbk PT ADR Rep 100 B
16.49
Trend inclusion
-
6 signals
MA 81.81 · ROC 1.66% · RS 4.48
1 Aug 2025
Exit
TLSA
NASDAQ · Tiziana Life Sciences Ltd
2.38
Reversal Risk Warning
197.50%
Entry 21 Jun 2024
0.80
1 Aug 2025
Exit
TOUR
NASDAQ · Tuniu Corp
6.52
20% entry drawdown
-22.19%
Entry 15 Nov 2024
8.38
1 Aug 2025
Exit
TTEC
NASDAQ · TTEC Holdings Inc
3.09
20% entry drawdown
-41.25%
Entry 25 Jul 2025
5.26
1 Aug 2025
Entry
YYAI
NASDAQ · Connexa Sports Technologies Inc.
7000.00
Trend inclusion
-
4 signals
MA 61.60 · ROC 16.51% · RS 14.29
25 Jul 2025
Entry
AAP
NYSE · Advance Auto Parts Inc
57.79
Trend inclusion
-
4 signals
MA 88.95 · ROC 4.84% · RS 22.90
25 Jul 2025
Exit
AIIO
NASDAQ · Robo.ai Inc.
24.20
20% entry drawdown
-24.38%
Entry 4 Jul 2025
32.00
25 Jul 2025
Entry
ARQQ
NASDAQ · Arqit Quantum Inc.
38.33
Trend inclusion
-
4 signals
MA 87.17 · ROC 4.61% · RS 88.06
25 Jul 2025
Exit
ATHE
NASDAQ · Alterity Therapeutics Ltd
6.55
Reversal Risk Warning
91.52%
Entry 17 Jan 2025
3.42
25 Jul 2025
Entry
ATS
NYSE · ATS Corporation
32.22
Trend inclusion
-
4 signals
MA 44.20 · ROC 0.31% · RS 2.41
25 Jul 2025
Entry
BGLC
NASDAQ · BioNexus Gene Lab Corp Common stock
4.90
Trend inclusion
-
4 signals
MA 59.00 · ROC 11.73% · RS 21.45
25 Jul 2025
Entry
CBRL
NASDAQ · Cracker Barrel Old Country Store
64.33
Trend inclusion
-
4 signals
MA 98.45 · ROC 3.77% · RS 18.86
25 Jul 2025
Entry
DHX
NYSE · DHI Group Inc
2.78
Trend inclusion
-
4 signals
MA 85.36 · ROC 6.57% · RS 25.13
25 Jul 2025
Exit
DOUG
NYSE · Douglas Elliman Inc
3.03
Reversal Risk Warning
27.85%
Entry 27 Jun 2025
2.37
25 Jul 2025
Entry
ECVT
NYSE · Ecovyst Inc
8.99
Trend inclusion
-
4 signals
MA 90.81 · ROC 1.87% · RS 11.84
25 Jul 2025
Entry
FET
NYSE · Forum Energy Technologies Inc
19.71
Trend inclusion
-
4 signals
MA 62.00 · ROC 4.21% · RS 6.56
25 Jul 2025
Entry
FTCI
NASDAQ · FTC Solar Inc
5.71
Trend inclusion
-
4 signals
MA 85.44 · ROC 5.70% · RS 28.91
25 Jul 2025
Exit
HFFG
NASDAQ · Hf Foods Group Inc
3.03
20% entry drawdown
-20.47%
Entry 30 May 2025
3.81
25 Jul 2025
Entry
IMRX
NASDAQ · Immuneering Corp
4.06
Trend inclusion
-
4 signals
MA 97.64 · ROC 14.41% · RS 81.13
25 Jul 2025
Exit
LGCL
NASDAQ · Lucas GC Limited Ordinary Shares
33.20
20% entry drawdown
-21.70%
Entry 18 Jul 2025
42.40
25 Jul 2025
Exit
LKQ
NASDAQ · LKQ Corporation
30.88
20% entry drawdown
-22.88%
Entry 11 Apr 2025
40.04
25 Jul 2025
Entry
LPL
NYSE · LG Display Co Ltd
3.83
Trend inclusion
-
4 signals
MA 46.76 · ROC 1.56% · RS 1.01
25 Jul 2025
Exit
NTRB
NASDAQ · Nutriband Inc
8.53
Reversal Risk Warning
171.31%
Entry 19 Apr 2024
3.14
25 Jul 2025
Entry
PBT
NYSE · Permian Basin Royalty Trust
12.79
Trend inclusion
-
4 signals
MA 47.53 · ROC 1.59% · RS 5.31
25 Jul 2025
Entry
PHIO
NASDAQ · Phio Pharmaceuticals Corp
2.74
Trend inclusion
-
4 signals
MA 27.92 · ROC 0.96% · RS 3.90
25 Jul 2025
Entry
RCON
NASDAQ · Recon Technology Ltd
2.65
Trend inclusion
-
5 signals
MA 46.70 · ROC 2.35% · RS 1.67
25 Jul 2025
Entry
SHEN
NASDAQ · Shenandoah Telecommunications Co
15.02
Trend inclusion
-
6 signals
MA 98.79 · ROC 1.97% · RS 0.52
25 Jul 2025
Entry
SKIN
NASDAQ · Beauty Health Co
1.79
Trend inclusion
-
4 signals
MA 69.31 · ROC 3.15% · RS 3.52
25 Jul 2025
Entry
SNES
NASDAQ · SenesTech Inc
5.65
Trend inclusion
-
4 signals
MA 49.52 · ROC 9.07% · RS 63.07