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
4 Jul 2025
Entry
QXO
NYSE · QXO, Inc.
21.98
Trend inclusion
-
4 signals
MA 89.65 · ROC 4.45% · RS 11.83
4 Jul 2025
Exit
SNT
NASDAQ · Senstar Technologies Ltd
5.04
Reversal Risk Warning
250.00%
Entry 19 Apr 2024
1.44
4 Jul 2025
Entry
TV
NYSE · Grupo Televisa SAB ADR
2.34
Trend inclusion
-
4 signals
MA 89.27 · ROC 2.34% · RS 9.39
4 Jul 2025
Entry
TYGO
NASDAQ · Tigo Energy Inc.
1.28
Trend inclusion
-
4 signals
MA 65.50 · ROC 4.16% · RS 3.04
4 Jul 2025
Exit
UBER
NYSE · Uber Technologies Inc
93.63
Reversal Risk Warning
172.97%
Entry 10 Feb 2023
34.30
4 Jul 2025
Entry
VSAT
NASDAQ · ViaSat Inc
16.28
Trend inclusion
-
4 signals
MA 81.24 · ROC 7.64% · RS 25.12
27 Jun 2025
Entry
AMRN
NASDAQ · Amarin Corporation PLC
15.71
Trend inclusion
-
4 signals
MA 74.06 · ROC 3.72% · RS 23.38
27 Jun 2025
Exit
ASPS
NASDAQ · Altisource Portfolio Solutions SA
8.59
20% entry drawdown
-20.46%
Entry 20 Jun 2025
10.80
27 Jun 2025
Entry
AVNW
NASDAQ · Aviat Networks Inc
23.94
Trend inclusion
-
7 signals
MA 67.56 · ROC 5.55% · RS 1.20
27 Jun 2025
Exit
CCM
NYSE · Concord Medical Services Holdings
5.51
20% entry drawdown
-22.83%
Entry 6 Jun 2025
7.14
27 Jun 2025
Entry
DOUG
NYSE · Douglas Elliman Inc
2.37
Trend inclusion
-
5 signals
MA 82.14 · ROC 2.52% · RS 15.62
27 Jun 2025
Entry
INDV
NASDAQ · Indivior PLC Ordinary Shares
13.95
Trend inclusion
-
4 signals
MA 73.31 · ROC 4.27% · RS 13.66
27 Jun 2025
Exit
ITRI
NASDAQ · Itron Inc
132.46
Reversal Risk Warning
126.93%
Entry 13 Jan 2023
58.37
27 Jun 2025
Entry
NBP
NASDAQ · NovaBridge Biosciences
2.57
Trend inclusion
-
4 signals
MA 95.42 · ROC 21.21% · RS 98.62
27 Jun 2025
Exit
NWGL
NASDAQ · Nature Wood Group Limited American Depositary Shares
1.03
20% entry drawdown
-39.41%
Entry 20 Jun 2025
1.70
27 Jun 2025
Exit
OLLI
NASDAQ · Ollie's Bargain Outlet Hldg
132.80
Reversal Risk Warning
103.52%
Entry 28 Apr 2023
65.25
27 Jun 2025
Exit
RDWR
NASDAQ · Radware Ltd
29.17
Reversal Risk Warning
43.77%
Entry 31 May 2024
20.29
27 Jun 2025
Exit
SPOT
NYSE · Spotify Technology SA
772.60
Reversal Risk Warning
502.18%
Entry 24 Mar 2023
128.30
27 Jun 2025
Exit
SPRY
NASDAQ · ARS Pharmaceuticals, Inc
18.20
Reversal Risk Warning
98.69%
Entry 15 Mar 2024
9.16
27 Jun 2025
Exit
SSTI
NASDAQ · Shotspotter Inc
13.18
20% entry drawdown
-26.29%
Entry 21 Mar 2025
17.88
27 Jun 2025
Entry
STKS
NASDAQ · One Group Hospitality Inc
4.14
Trend inclusion
-
6 signals
MA 11.97 · ROC 1.46% · RS 7.05
27 Jun 2025
Entry
TULP
NASDAQ · Bloomia Holdings, Inc.
4.86
Trend inclusion
-
4 signals
MA 52.05 · ROC 3.08% · RS 5.46
27 Jun 2025
Exit
UPXI
NASDAQ · Upexi Inc.
2.60
20% entry drawdown
-75.66%
Entry 23 May 2025
10.68
27 Jun 2025
Exit
WDI
NYSE · Western Asset Diversified Income Fund
13.19
Reversal Risk Warning
42.02%
Entry 24 Feb 2023
9.29
27 Jun 2025
Entry
YQ
NASDAQ · 17 Education Technology Group Inc
2.31
Trend inclusion
-
7 signals
MA 28.76 · ROC 1.42% · RS 4.90
27 Jun 2025
Exit
YSG
NYSE · Yatsen Holding
10.36
Reversal Risk Warning
142.62%
Entry 4 Apr 2025
4.27
20 Jun 2025
Exit
ABLV
NASDAQ · Able View Global Inc. Class B Ordinary Shares
1.03
20% entry drawdown
-21.97%
Entry 9 May 2025
1.32
20 Jun 2025
Exit
ACB
NASDAQ · Aurora Cannabis Inc
4.08
20% entry drawdown
-30.26%
Entry 13 Jun 2025
5.85
20 Jun 2025
Entry
APTV
NYSE · Aptiv PLC
67.05
Trend inclusion
-
5 signals
MA 53.28 · ROC 2.66% · RS 0.22
20 Jun 2025
Entry
ASPS
NASDAQ · Altisource Portfolio Solutions SA
10.80
Trend inclusion
-
5 signals
MA 56.21 · ROC 1.21% · RS 30.30