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
437.28
Total Return
337.28%
CAGR
52.30%
Annualized from first index week
Edge vs Market
+29.85%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.23
Sortino 3.79
Current Holdings
283
Transactions
4969
Avg 1416.8/yr ·
118.1/mo ·
27.2/wk
Exit Mix
2343
Stop 57.3% ·
Warning 42.6%
· 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
2 Aug 2024
Exit
MODD
NASDAQ · Modular Medical Inc
42.60
20% entry drawdown
-20.67%
Entry 5 Jan 2024
53.70
2 Aug 2024
Entry
MRVI
NASDAQ · Maravai Lifesciences Holdings Inc
9.37
Trend inclusion
-
4 signals
MA 29.30 · ROC 4.44% · RS 9.07
2 Aug 2024
Entry
NTRP
NASDAQ · NextTrip Inc
3.00
Trend inclusion
-
4 signals
MA 81.03 · ROC 12.84% · RS 24.93
2 Aug 2024
Entry
OFIX
NASDAQ · Orthofix Medical Inc
15.24
Trend inclusion
-
4 signals
MA 64.02 · ROC 2.56% · RS 1.02
2 Aug 2024
Exit
PRLB
NYSE · Proto Labs Inc
28.39
20% entry drawdown
-21.36%
Entry 12 Jan 2024
36.10
2 Aug 2024
Exit
REBN
NASDAQ · Reborn Coffee Inc
3.36
20% entry drawdown
-40.85%
Entry 19 Jul 2024
5.68
2 Aug 2024
Entry
RVTY
NYSE · Revvity Inc.
122.68
Trend inclusion
-
4 signals
MA 39.62 · ROC 0.99% · RS 5.85
2 Aug 2024
Entry
SFIX
NASDAQ · Stitch Fix
4.09
Trend inclusion
-
4 signals
MA 88.98 · ROC 3.60% · RS 12.60
2 Aug 2024
Entry
SGHC
NYSE · SGHC Limited
3.41
Trend inclusion
-
4 signals
MA 30.98 · ROC 2.88% · RS 1.18
2 Aug 2024
Exit
SLNH
NASDAQ · Soluna Holdings Inc
4.31
20% entry drawdown
-20.63%
Entry 26 Jul 2024
5.43
2 Aug 2024
Exit
TMC
NASDAQ · TMC the metals company Inc
1.03
20% entry drawdown
-27.97%
Entry 29 Mar 2024
1.43
2 Aug 2024
Exit
VRME
NASDAQ · VerifyMe Inc
1.09
20% entry drawdown
-26.85%
Entry 5 Apr 2024
1.49
2 Aug 2024
Exit
XPOF
NYSE · Xponential Fitness Inc
13.13
20% entry drawdown
-26.24%
Entry 26 Jul 2024
17.80
2 Aug 2024
Entry
ZUMZ
NASDAQ · Zumiez Inc
24.14
Trend inclusion
-
4 signals
MA 85.00 · ROC 2.74% · RS 23.39
26 Jul 2024
Entry
ATEX
NASDAQ · Anterix Inc
40.27
Trend inclusion
-
4 signals
MA 77.56 · ROC 2.10% · RS 7.30
26 Jul 2024
Entry
BCRX
NASDAQ · BioCryst Pharmaceuticals Inc
7.85
Trend inclusion
-
4 signals
MA 60.63 · ROC 2.89% · RS 15.51
26 Jul 2024
Exit
BZ
NASDAQ · Kanzhun Ltd ADR
13.62
20% entry drawdown
-28.29%
Entry 5 Apr 2024
18.99
26 Jul 2024
Entry
DNLI
NASDAQ · Denali Therapeutics Inc
24.10
Trend inclusion
-
6 signals
MA 47.46 · ROC 0.84% · RS 5.68
26 Jul 2024
Exit
EBS
NYSE · Emergent Biosolutions Inc
13.97
Reversal Risk Warning
193.49%
Entry 24 May 2024
4.76
26 Jul 2024
Exit
GDRX
NASDAQ · Goodrx Holdings Inc
8.85
Reversal Risk Warning
32.29%
Entry 19 Apr 2024
6.69
26 Jul 2024
Exit
HNI
NYSE · HNI Corp
51.23
Reversal Risk Warning
71.63%
Entry 15 Sep 2023
29.85
26 Jul 2024
Entry
HR
NYSE · Healthcare Realty Trust Incorporated
15.82
Trend inclusion
-
4 signals
MA 96.36 · ROC 1.27% · RS 4.45
26 Jul 2024
Entry
HUT
NASDAQ · Hut 8 Corp. Common Stock
15.17
Trend inclusion
-
4 signals
MA 91.06 · ROC 6.65% · RS 26.30
26 Jul 2024
Exit
KBH
NYSE · KB Home
81.11
Reversal Risk Warning
143.88%
Entry 13 Jan 2023
33.26
26 Jul 2024
Exit
LYFT
NASDAQ · LYFT Inc
12.23
20% entry drawdown
-20.33%
Entry 22 Dec 2023
15.35
26 Jul 2024
Exit
MERC
NASDAQ · Mercer International Inc
7.48
20% entry drawdown
-20.48%
Entry 26 Apr 2024
9.40
26 Jul 2024
Exit
MHK
NYSE · Mohawk Industries Inc
160.71
Reversal Risk Warning
32.37%
Entry 1 Mar 2024
121.41
26 Jul 2024
Exit
MYGN
NASDAQ · Myriad Genetics Inc
27.65
Reversal Risk Warning
21.49%
Entry 31 May 2024
22.76
26 Jul 2024
Exit
RDY
NYSE · Dr. Reddy’s Laboratories Ltd ADR
16.05
Reversal Risk Warning
54.27%
Entry 10 Mar 2023
10.40
26 Jul 2024
Entry
SLNH
NASDAQ · Soluna Holdings Inc
5.43
Trend inclusion
-
4 signals
MA 97.64 · ROC 9.21% · RS 19.85