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
434.12
Total Return
334.12%
CAGR
51.64%
Annualized from first index week
Edge vs Market
+29.86%/yr
Beats SPY on CAGR
Risk Adjusted
Sharpe 2.21
Sortino 3.76
Current Holdings
271
Transactions
5001
Avg 1418.2/yr ·
118.2/mo ·
27.3/wk
Exit Mix
2365
Stop 57.3% ·
Warning 42.3%
· Other 0.4%
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
ACCO
NYSE · Acco Brands Corporation
4.08
8 signals · MA 74.29 · ROC 2.23% · RS 3.33
BHVN
NYSE · Biohaven Ltd.
15.44
4 signals · MA 87.92 · ROC 6.50% · RS 14.78
BOC
NYSE · Boston Omaha Corp
14.14
4 signals · MA 88.83 · ROC 1.32% · RS 0.95
FATN
NASDAQ · FatPipe, Inc. Common Stock
4.54
8 signals · MA 39.45 · ROC 12.74% · RS 2.11
HOG
NYSE · Harley-Davidson Inc
26.58
8 signals · MA 56.36 · ROC 2.03% · RS 3.60
JHX
NYSE · James Hardie Industries PLC ADR
25.82
4 signals · MA 74.43 · ROC 3.39% · RS 7.54
LGIH
NASDAQ · LGI Homes
58.48
4 signals · MA 96.98 · ROC 3.50% · RS 2.72
TDOC
NYSE · Teladoc Inc
9.43
4 signals · MA 91.36 · ROC 3.36% · RS 22.61
TMCI
NASDAQ · Treace Medical Concepts Inc
4.30
5 signals · MA 93.79 · ROC 8.69% · RS 0.15
UPBD
NASDAQ · Upbound Group Inc.
22.16
4 signals · MA 57.32 · ROC 2.83% · RS 2.64
Positions Out
Closed at weekly close
AIRJ
NASDAQ · AirJoule Technologies Corporation
3.74
20% entry drawdown · -22.65%
CE
NYSE · Celanese Corporation
45.70
20% entry drawdown · -20.82%
FUN
NYSE · Six Flags Entertainment Corporation
17.53
20% entry drawdown · -25.21%
GRDX
NASDAQ · GridAI Technologies Corp.
3.82
20% entry drawdown · -29.26%
INV
NASDAQ · Innventure, Inc.
3.37
20% entry drawdown · -42.39%
MX
NYSE · MagnaChip Semiconductor
3.42
20% entry drawdown · -24.50%
NTLA
NASDAQ · Intellia Therapeutics Inc
11.38
20% entry drawdown · -27.41%
PBF
NYSE · PBF Energy Inc
62.75
Reversal Risk Warning · 133.59%
SG
NYSE · Sweetgreen Inc
7.08
20% entry drawdown · -21.94%
SHEN
NASDAQ · Shenandoah Telecommunications Co
11.38
20% entry drawdown · -24.83%
STFS
NASDAQ · Star Fashion Culture Holdings Limited
9.14
20% entry drawdown · -50.03%
VLN
NYSE · Valens
1.71
20% entry drawdown · -22.62%
Live Book
Current Holdings
Ticker
Entry
Last Close
Return
Signals
Activity
ROC
RS
TGT
NYSE · Target Corporation
13 Feb 2026114.68
139.60
21.73%
4
83.37
1.55%
9.48
TITN
NASDAQ · Titan Machinery Inc
21 Mar 202517.05
19.14
12.29%
7
4.83
0.98%
0.97
TLX
NASDAQ · Telix Pharmaceuticals Limited
3 Jul 202611.87
10.46
-11.88%
8
48.45
1.56%
4.35
TLYS
NYSE · Tillys Inc
24 Apr 20263.99
3.96
-0.75%
6
98.77
19.53%
92.90
TMCI
NASDAQ · Treace Medical Concepts Inc
17 Jul 20264.30
4.30
New
Entry week
5
93.79
8.69%
0.15
TRSG
NASDAQ · Tungray Technologies Inc Class A Ordinary Shares
26 Jun 20261.63
1.55
-5.07%
5
29.47
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
2.71
15.81%
4
89.27
2.34%
9.39
TXMD
NASDAQ · TherapeuticsMD Inc
12 Dec 20251.75
2.06
17.71%
4
94.59
3.91%
28.71
TYGO
NASDAQ · Tigo Energy Inc.
4 Jul 20251.28
1.70
32.81%
4
65.50
4.16%
3.04
UFI
NYSE · Unifi Inc
26 Jun 20264.80
6.32
31.67%
7
62.80
2.94%
9.03
UIS
NYSE · Unisys Corporation
26 Jun 20263.59
3.64
1.39%
5
82.65
5.63%
3.17
UNH
NYSE · UnitedHealth Group Incorporated
12 Jun 2026406.23
426.09
4.89%
4
95.40
2.57%
15.61
UPBD
NASDAQ · Upbound Group Inc.
17 Jul 202622.16
22.16
New
Entry week
4
57.32
2.83%
2.64
UPS
NYSE · United Parcel Service Inc
23 Jan 2026104.67
117.72
12.47%
5
87.14
1.44%
0.87
UTMD
NASDAQ · Utah Medical Products Inc
6 Mar 202664.50
69.80
8.21%
4
97.07
2.31%
5.55
VAC
NYSE · Marriot Vacations Worldwide
1 May 202672.06
99.98
38.74%
4
72.44
0.24%
0.69
VLRS
NYSE · Volaris
17 Oct 20257.00
7.66
9.43%
6
71.67
2.34%
0.71
WAFU
NASDAQ · Wah Fu Education Group Ltd
17 Oct 20251.88
1.57
-16.49%
4
77.42
0.81%
1.04
WATT
NASDAQ · Energous Corporation
20 Mar 202618.04
15.10
-16.30%
4
97.98
7.58%
104.56
WEST
NASDAQ · Westrock Coffee Company
5 Jun 20267.54
7.68
1.86%
8
89.01
10.08%
20.93
WSC
NASDAQ · Willscot Mobile Mini Holdings Corp A
5 Jun 202626.21
27.23
3.87%
5
85.43
2.98%
0.21
WYHG
NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
3 Jul 20264.51
3.80
-15.74%
4
82.90
5.14%
9.36
XFOR
NASDAQ · X4 Pharmaceuticals Inc
10 Apr 20264.10
3.82
-6.83%
4
42.28
2.04%
12.07
XIFR
NYSE · XPLR Infrastructure LP Unit
8 May 202611.73
12.02
2.47%
8
34.34
0.51%
6.37
XPEL
NASDAQ · Xpel Inc
28 Nov 202546.48
43.25
-6.95%
4
54.51
5.76%
11.23
XPER
NYSE · Xperi Corp
29 May 20267.95
7.30
-8.18%
4
96.62
2.84%
7.56
XPRO
NYSE · Expro Group Holdings NV
17 Oct 202512.44
16.48
32.48%
6
59.92
2.10%
1.09
ZD
NASDAQ · Ziff Davis Inc
17 Apr 202647.55
53.98
13.52%
4
91.45
2.32%
20.55
ZGN
NYSE · Ermenegildo Zegna NV
19 Sep 20259.50
13.90
46.32%
4
41.96
0.31%
3.15
Ledger
Transaction History
Date
Action
Ticker
Price
Reason
Return
Qualifiers
27 Oct 2023
Exit
VNO
NYSE · Vornado Realty Trust
18.62
20% entry drawdown
-22.44%
Entry 15 Sep 2023
24.01
27 Oct 2023
Exit
VTRS
NASDAQ · Viatris Inc
7.79
20% entry drawdown
-21.29%
Entry 13 Jan 2023
9.90
27 Oct 2023
Exit
WLDN
NASDAQ · Willdan Group Inc
17.18
20% entry drawdown
-21.87%
Entry 18 Aug 2023
21.99
27 Oct 2023
Exit
XRX
NASDAQ · Xerox Corp
10.30
20% entry drawdown
-23.16%
Entry 10 Feb 2023
13.41
20 Oct 2023
Exit
ARCT
NASDAQ · Arcturus Therapeutics Holdings Inc
20.18
20% entry drawdown
-27.10%
Entry 21 Apr 2023
27.68
20 Oct 2023
Entry
AVAL
NYSE · Grupo Aval
2.07
Trend inclusion
-
6 signals
MA 7.33 · ROC 1.48% · RS 1.90
20 Oct 2023
Exit
CINT
NYSE · Ci&T Inc
4.57
20% entry drawdown
-29.69%
Entry 29 Sep 2023
6.50
20 Oct 2023
Exit
COF
NYSE · Capital One Financial Corporation
86.40
20% entry drawdown
-21.51%
Entry 21 Jul 2023
110.08
20 Oct 2023
Exit
FROG
NASDAQ · Jfrog Ltd
22.39
20% entry drawdown
-23.30%
Entry 14 Jul 2023
29.19
20 Oct 2023
Entry
GAP
NYSE · The Gap, Inc.
11.04
Trend inclusion
-
6 signals
MA 23.39 · ROC 1.25% · RS 8.92
20 Oct 2023
Entry
GLBS
NASDAQ · Globus Maritime Ltd
1.75
Trend inclusion
-
4 signals
MA 77.21 · ROC 11.96% · RS 38.76
20 Oct 2023
Entry
HCM
NASDAQ · HUTCHMED DRC
16.91
Trend inclusion
-
4 signals
MA 84.51 · ROC 2.23% · RS 5.85
20 Oct 2023
Entry
HELP
NASDAQ · Cybin Inc. Common Stock
18.43
Trend inclusion
-
4 signals
MA 94.16 · ROC 4.70% · RS 13.21
20 Oct 2023
Exit
ICHR
NASDAQ · Ichor Holdings Ltd
25.76
20% entry drawdown
-21.34%
Entry 3 Mar 2023
32.75
20 Oct 2023
Entry
LITS
NASDAQ · Lite Strategy, Inc.
5.46
Trend inclusion
-
4 signals
MA 25.74 · ROC 4.74% · RS 2.06
20 Oct 2023
Exit
MFA
NYSE · MFA Financial Inc
6.13
20% entry drawdown
-20.61%
Entry 30 Jun 2023
7.72
20 Oct 2023
Exit
MITT
NYSE · AG Mortgage Investment Trust Inc
3.73
20% entry drawdown
-22.50%
Entry 28 Jul 2023
4.81
20 Oct 2023
Entry
MLKN
NASDAQ · MillerKnoll Inc
20.95
Trend inclusion
-
4 signals
MA 93.23 · ROC 1.82% · RS 6.67
20 Oct 2023
Exit
NCLH
NYSE · Norwegian Cruise Line Holdings Ltd
13.58
20% entry drawdown
-24.35%
Entry 4 Aug 2023
17.95
20 Oct 2023
Exit
PAR
NYSE · PAR Technology Corporation
33.79
20% entry drawdown
-22.78%
Entry 8 Sep 2023
43.76
20 Oct 2023
Exit
RKT
NYSE · Rocket Companies Inc
6.92
20% entry drawdown
-20.80%
Entry 7 Apr 2023
8.74
20 Oct 2023
Exit
SNN
NYSE · Smith & Nephew SNATS Inc
20.95
20% entry drawdown
-20.09%
Entry 3 Feb 2023
26.22
20 Oct 2023
Entry
SSSS
NASDAQ · SuRo Capital Corp
3.85
Trend inclusion
-
8 signals
MA 23.11 · ROC 1.88% · RS 0.61
20 Oct 2023
Entry
SWBI
NASDAQ · Smith & Wesson Brands Inc
12.50
Trend inclusion
-
4 signals
MA 34.33 · ROC 2.99% · RS 10.96
13 Oct 2023
Exit
ARTW
NASDAQ · Arts-Way Manufacturing Co Inc
2.04
20% entry drawdown
-23.60%
Entry 28 Apr 2023
2.67
13 Oct 2023
Exit
CGNX
NASDAQ · Cognex Corporation
37.45
20% entry drawdown
-22.95%
Entry 6 Jan 2023
48.60
13 Oct 2023
Exit
CLRO
NASDAQ · ClearOne Inc
7.35
20% entry drawdown
-21.33%
Entry 9 Jun 2023
9.34
13 Oct 2023
Exit
DVA
NYSE · DaVita HealthCare Partners Inc
73.20
20% entry drawdown
-21.90%
Entry 12 May 2023
93.72
13 Oct 2023
Exit
FCAP
NASDAQ · First Capital Inc
23.89
20% entry drawdown
-21.80%
Entry 7 Jul 2023
30.55
13 Oct 2023
Exit
KN
NYSE · Knowles Cor
13.77
20% entry drawdown
-21.45%
Entry 17 Feb 2023
17.53