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
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
20 Jun 2025
Entry
CAR
NASDAQ · Avis Budget Group Inc
134.44
Trend inclusion
-
4 signals
MA 66.33 · ROC 4.27% · RS 37.87
20 Jun 2025
Entry
CLFD
NASDAQ · Clearfield Inc
40.01
Trend inclusion
-
4 signals
MA 54.01 · ROC 2.60% · RS 7.28
20 Jun 2025
Entry
FBIOP
NASDAQ · Fortress Biotech Inc Pref Series A
8.01
Trend inclusion
-
4 signals
MA 90.71 · ROC 7.06% · RS 8.73
20 Jun 2025
Entry
HDSN
NASDAQ · Hudson Technologies Inc
7.74
Trend inclusion
-
6 signals
MA 35.18 · ROC 2.22% · RS 4.44
20 Jun 2025
Exit
HERE
NASDAQ · Here Group Limited
11.70
Reversal Risk Warning
373.68%
Entry 7 Mar 2025
2.47
20 Jun 2025
Exit
INMB
NASDAQ · INmune Bio Inc
6.38
20% entry drawdown
-20.45%
Entry 7 Mar 2025
8.02
20 Jun 2025
Entry
IZM
NASDAQ · ICZOOM Group Inc. Class A Ordinary Shares
2.38
Trend inclusion
-
4 signals
MA 57.37 · ROC 1.46% · RS 9.45
20 Jun 2025
Entry
JL
NASDAQ · J-Long Group Limited
6.01
Trend inclusion
-
4 signals
MA 72.65 · ROC 6.33% · RS 32.95
20 Jun 2025
Exit
LFMD
NASDAQ · LifeMD Inc
14.76
Reversal Risk Warning
260.00%
Entry 14 Jul 2023
4.10
20 Jun 2025
Entry
LI
NASDAQ · Li Auto Inc
26.01
Trend inclusion
-
6 signals
MA 40.92 · ROC 2.40% · RS 1.20
20 Jun 2025
Entry
LZ
NASDAQ · LegalZoom.com Inc
8.56
Trend inclusion
-
4 signals
MA 34.40 · ROC 1.72% · RS 2.77
20 Jun 2025
Entry
MYE
NYSE · Myers Industries Inc
13.86
Trend inclusion
-
4 signals
MA 86.24 · ROC 2.95% · RS 11.54
20 Jun 2025
Entry
NBTX
NASDAQ · Nanobiotix
4.47
Trend inclusion
-
4 signals
MA 65.40 · ROC 2.21% · RS 0.23
20 Jun 2025
Entry
NCPL
NASDAQ · Netcapital Inc
4.13
Trend inclusion
-
4 signals
MA 81.70 · ROC 9.38% · RS 44.75
20 Jun 2025
Entry
NWGL
NASDAQ · Nature Wood Group Limited American Depositary Shares
1.70
Trend inclusion
-
6 signals
MA 30.57 · ROC 1.96% · RS 4.12
20 Jun 2025
Entry
ODV
NYSE · Osisko Development Corp.
2.04
Trend inclusion
-
4 signals
MA 79.27 · ROC 3.05% · RS 7.41
20 Jun 2025
Entry
SBET
NASDAQ · Sharplink Gaming Ltd
9.85
Trend inclusion
-
4 signals
MA 63.76 · ROC 59.46% · RS 6.06
20 Jun 2025
Exit
SEDG
NASDAQ · SolarEdge Technologies Inc
16.52
20% entry drawdown
-29.10%
Entry 13 Jun 2025
23.30
20 Jun 2025
Exit
SLSN
NASDAQ · Solesence, Inc. Common Stock
5.21
Reversal Risk Warning
272.14%
Entry 17 May 2024
1.40
20 Jun 2025
Entry
SSP
NASDAQ · E. W. Scripps Co Class A
3.12
Trend inclusion
-
6 signals
MA 43.11 · ROC 0.57% · RS 22.24
20 Jun 2025
Exit
VALN
NASDAQ · Valneva SE ADR
5.62
20% entry drawdown
-20.06%
Entry 25 Apr 2025
7.03
20 Jun 2025
Entry
VFF
NASDAQ · Village Farms International Inc
1.05
Trend inclusion
-
4 signals
MA 75.83 · ROC 5.53% · RS 13.05
13 Jun 2025
Entry
AAME
NASDAQ · Atlantic American Corporation
1.83
Trend inclusion
-
4 signals
MA 60.99 · ROC 0.90% · RS 8.91
13 Jun 2025
Entry
ACB
NASDAQ · Aurora Cannabis Inc
5.85
Trend inclusion
-
4 signals
MA 60.26 · ROC 1.34% · RS 6.30
13 Jun 2025
Entry
AISP
NASDAQ · Airship AI Holdings Inc
4.70
Trend inclusion
-
4 signals
MA 60.81 · ROC 8.61% · RS 16.10
13 Jun 2025
Exit
ALP
NASDAQ · Alpha Compute Corp
5.99
20% entry drawdown
-26.77%
Entry 9 May 2025
8.18
13 Jun 2025
Entry
CMP
NYSE · Compass Minerals International Inc
19.24
Trend inclusion
-
4 signals
MA 95.91 · ROC 6.53% · RS 46.95
13 Jun 2025
Entry
CRCT
NASDAQ · Cricut Inc
5.40
Trend inclusion
-
4 signals
MA 83.36 · ROC 1.73% · RS 6.32
13 Jun 2025
Entry
HYFT
NASDAQ · ImmunoPrecise Antibodies Ltd.
0.70
Trend inclusion
-
4 signals
MA 77.25 · ROC 3.93% · RS 12.57
13 Jun 2025
Exit
IMDX
NASDAQ · Insight Molecular Diagnostics Inc.
2.65
20% entry drawdown
-20.18%
Entry 30 May 2025
3.32