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
STAA
NASDAQ · STAAR Surgical Company
12 Jun 202628.37
27.76
-2.15%
4
74.63
2.28%
1.70
STFS
NASDAQ · Star Fashion Culture Holdings Limited
10 Jul 202618.29
18.29
New
Entry week
8
81.90
18.63%
12.34
STHO
NASDAQ · Star Holdings
6 Mar 20268.36
9.06
8.37%
4
46.86
1.71%
1.13
STRA
NASDAQ · Strategic Education Inc
3 Apr 202683.05
84.18
1.37%
4
14.96
0.39%
0.94
STTK
NASDAQ · Shattuck Labs Inc
10 Oct 20251.84
6.64
260.87%
4
96.18
11.77%
39.24
STZ
NYSE · Constellation Brands Inc Class A
10 Apr 2026165.02
134.06
-18.76%
7
33.93
0.23%
0.63
SXC
NYSE · SunCoke Energy Inc
10 Jul 20268.22
8.22
New
Entry week
7
32.21
3.23%
1.72
TBI
NYSE · TrueBlue Inc
19 Jun 20266.70
8.16
21.79%
4
99.02
5.15%
12.25
TDC
NYSE · Teradata Corp
28 Nov 202528.64
33.74
17.81%
4
78.54
4.06%
5.35
TDW
NYSE · Tidewater Inc
5 Sep 202557.73
73.37
27.09%
4
66.42
1.09%
2.53
TENX
NASDAQ · Tenax Therapeutics Inc
10 Oct 20257.46
17.55
135.25%
4
48.64
1.85%
10.66
TFIN
NYSE · Triumph Financial, Inc.
6 Feb 202668.34
78.44
14.78%
5
41.90
1.77%
4.66
TFX
NYSE · Teleflex Incorporated
26 Jun 2026129.86
135.73
4.52%
8
47.29
2.25%
0.49
TGT
NYSE · Target Corporation
13 Feb 2026114.68
135.14
17.84%
4
83.37
1.55%
9.48
TITN
NASDAQ · Titan Machinery Inc
21 Mar 202517.05
18.27
7.19%
7
4.83
0.98%
0.97
TLX
NASDAQ · Telix Pharmaceuticals Limited
3 Jul 202611.87
11.14
-6.15%
8
51.39
1.56%
4.35
TLYS
NYSE · Tillys Inc
24 Apr 20263.99
4.12
3.26%
6
98.77
19.53%
92.90
TRSG
NASDAQ · Tungray Technologies Inc Class A Ordinary Shares
26 Jun 20261.63
1.46
-10.44%
5
26.64
3.05%
2.84
TUSK
NASDAQ · Mammoth Energy Services Inc
17 Apr 20262.71
2.80
3.32%
4
42.35
1.69%
2.67
TV
NYSE · Grupo Televisa SAB ADR
4 Jul 20252.34
2.77
18.38%
4
89.27
2.34%
9.39
TXMD
NASDAQ · TherapeuticsMD Inc
12 Dec 20251.75
2.00
14.29%
4
94.59
3.91%
28.71
TYGO
NASDAQ · Tigo Energy Inc.
4 Jul 20251.28
2.06
60.94%
4
65.50
4.16%
3.04
UFI
NYSE · Unifi Inc
26 Jun 20264.80
5.73
19.38%
7
63.21
2.94%
9.03
UIS
NYSE · Unisys Corporation
26 Jun 20263.59
4.06
13.09%
5
82.65
5.63%
3.17
UNH
NYSE · UnitedHealth Group Incorporated
12 Jun 2026406.23
424.62
4.53%
4
95.40
2.57%
15.61
UPS
NYSE · United Parcel Service Inc
23 Jan 2026104.67
112.47
7.45%
5
87.14
1.44%
0.87
UTMD
NASDAQ · Utah Medical Products Inc
6 Mar 202664.50
67.96
5.36%
4
97.07
2.31%
5.55
VAC
NYSE · Marriot Vacations Worldwide
1 May 202672.06
98.31
36.42%
4
72.44
0.24%
0.69
VLN
NYSE · Valens
12 Jun 20262.21
2.08
-5.88%
6
78.89
8.11%
2.03
VLRS
NYSE · Volaris
17 Oct 20257.00
8.34
19.14%
6
71.67
2.34%
0.71
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
1 Mar 2024
Entry
NTWK
NASDAQ · NetSol Technologies Inc
2.83
Trend inclusion
-
4 signals
MA 78.66 · ROC 2.74% · RS 2.06
1 Mar 2024
Entry
OCGN
NASDAQ · Ocugen Inc
0.96
Trend inclusion
-
4 signals
MA 74.98 · ROC 6.50% · RS 36.90
1 Mar 2024
Entry
OGI
NASDAQ · OrganiGram Holdings Inc
2.16
Trend inclusion
-
5 signals
MA 97.84 · ROC 6.81% · RS 4.33
1 Mar 2024
Exit
ORGO
NASDAQ · Organogenesis Holdings Inc
2.92
20% entry drawdown
-20.00%
Entry 9 Feb 2024
3.65
1 Mar 2024
Exit
ORIC
NASDAQ · Oric Pharmaceuticals Inc
14.66
Reversal Risk Warning
59.35%
Entry 29 Dec 2023
9.20
1 Mar 2024
Exit
PAGS
NYSE · PagSeguro Digital Ltd
12.68
Reversal Risk Warning
8.65%
Entry 19 Jan 2024
11.67
1 Mar 2024
Exit
PASG
NASDAQ · Passage Bio Inc
33.80
Reversal Risk Warning
30.50%
Entry 16 Feb 2024
25.90
1 Mar 2024
Exit
QRVO
NASDAQ · Qorvo Inc
119.62
Reversal Risk Warning
18.82%
Entry 24 Feb 2023
100.67
1 Mar 2024
Entry
RARE
NASDAQ · Ultragenyx
53.69
Trend inclusion
-
8 signals
MA 71.18 · ROC 2.55% · RS 4.13
1 Mar 2024
Entry
RIGL
NASDAQ · Rigel Pharmaceuticals Inc
15.50
Trend inclusion
-
7 signals
MA 18.28 · ROC 0.38% · RS 2.57
1 Mar 2024
Entry
SKYT
NASDAQ · Skywater Technology Inc
11.54
Trend inclusion
-
6 signals
MA 67.44 · ROC 1.83% · RS 10.62
1 Mar 2024
Entry
SNDA
NYSE · Sonida Senior Living Inc
11.77
Trend inclusion
-
4 signals
MA 75.03 · ROC 3.07% · RS 10.25
1 Mar 2024
Entry
SNWV
NASDAQ · SANUWAVE Health, Inc. Common Stock
9.94
Trend inclusion
-
4 signals
MA 67.89 · ROC 3.63% · RS 5.24
1 Mar 2024
Entry
UGRO
NASDAQ · Urban-Gro Inc
55.00
Trend inclusion
-
6 signals
MA 95.48 · ROC 9.06% · RS 10.82
1 Mar 2024
Exit
VLY
NASDAQ · Valley National Bancorp
7.15
20% entry drawdown
-23.47%
Entry 5 Jan 2024
9.34
1 Mar 2024
Exit
VNT
NYSE · Vontier Corp
42.82
Reversal Risk Warning
71.25%
Entry 17 Mar 2023
25.01
1 Mar 2024
Entry
VSTM
NASDAQ · Verastem Inc
13.02
Trend inclusion
-
4 signals
MA 81.57 · ROC 4.10% · RS 28.48
1 Mar 2024
Exit
WU
NYSE · Western Union Co
10.64
Reversal Risk Warning
4.34%
Entry 29 Sep 2023
10.20
1 Mar 2024
Exit
XMTR
NASDAQ · Xometry Inc
18.00
20% entry drawdown
-44.63%
Entry 5 Jan 2024
32.51
23 Feb 2024
Exit
ACIC
NASDAQ · American Coastal Insurance Corp
12.28
Reversal Risk Warning
615.79%
Entry 24 Feb 2023
1.72
23 Feb 2024
Exit
ALRM
NASDAQ · Alarm.com Holdings Inc
71.88
Reversal Risk Warning
16.95%
Entry 22 Sep 2023
61.46
23 Feb 2024
Exit
AUID
NASDAQ · authID Inc.
10.71
Reversal Risk Warning
7.75%
Entry 22 Dec 2023
9.94
23 Feb 2024
Exit
CURV
NYSE · Torrid Holdings Inc
4.11
20% entry drawdown
-23.61%
Entry 22 Dec 2023
5.38
23 Feb 2024
Entry
FATE
NASDAQ · Fate Therapeutics Inc
6.96
Trend inclusion
-
4 signals
MA 99.29 · ROC 10.07% · RS 37.67
23 Feb 2024
Exit
HOWL
NASDAQ · Werewolf Therapeutics Inc
7.39
Reversal Risk Warning
69.89%
Entry 26 Jan 2024
4.35
23 Feb 2024
Entry
ICCM
NASDAQ · Icecure Medical
39.60
Trend inclusion
-
4 signals
MA 61.37 · ROC 2.10% · RS 0.30
23 Feb 2024
Entry
KALV
NASDAQ · Kalvista Pharmaceuticals Inc
12.58
Trend inclusion
-
7 signals
MA 90.99 · ROC 6.31% · RS 6.28
23 Feb 2024
Exit
LUNG
NASDAQ · Pulmonx Corp
10.81
Reversal Danger Warning
-24.51%
Entry 16 Feb 2024
14.32
23 Feb 2024
Exit
MGNX
NASDAQ · MacroGenics Inc
18.14
Reversal Risk Warning
218.25%
Entry 6 Jan 2023
5.70
23 Feb 2024
Entry
REZI
NYSE · Resideo Technologies Inc
21.53
Trend inclusion
-
7 signals
MA 39.42 · ROC 1.37% · RS 8.40