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
28 Feb 2025
Exit
QSI
NASDAQ · QuantumSi Inc
1.38
20% entry drawdown
-30.30%
Entry 31 Jan 2025
1.98
28 Feb 2025
Exit
SHC
NASDAQ · Sotera Health Co
12.47
20% entry drawdown
-21.08%
Entry 4 Oct 2024
15.80
28 Feb 2025
Exit
SNTI
NASDAQ · Senti Biosciences Inc
3.01
20% entry drawdown
-30.00%
Entry 3 Jan 2025
4.30
28 Feb 2025
Exit
TBLA
NASDAQ · Taboola
2.73
20% entry drawdown
-27.97%
Entry 29 Sep 2023
3.79
28 Feb 2025
Exit
VATE
NYSE · Innovate Corp
9.12
20% entry drawdown
-28.64%
Entry 14 Feb 2025
12.78
28 Feb 2025
Exit
VLRS
NYSE · Volaris
6.48
20% entry drawdown
-20.20%
Entry 10 Jan 2025
8.12
28 Feb 2025
Exit
WKSP
NASDAQ · Worksport Ltd
6.67
20% entry drawdown
-30.80%
Entry 3 Jan 2025
9.64
28 Feb 2025
Exit
ZTEK
NASDAQ · ZEN Graphene Solutions Ltd
0.91
20% entry drawdown
-22.21%
Entry 14 Feb 2025
1.17
21 Feb 2025
Exit
AMST
NASDAQ · Amesite Operating Co
2.46
20% entry drawdown
-26.02%
Entry 10 Jan 2025
3.33
21 Feb 2025
Entry
AMWL
NYSE · American Well Corp
11.74
Trend inclusion
-
4 signals
MA 40.18 · ROC 5.91% · RS 5.50
21 Feb 2025
Entry
ATXG
NASDAQ · Addentax Group Corp
16.28
Trend inclusion
-
4 signals
MA 54.77 · ROC 4.74% · RS 25.26
21 Feb 2025
Exit
BEEP
NASDAQ · Mobile Infrastructure Corporation
3.07
20% entry drawdown
-26.56%
Entry 3 Jan 2025
4.18
21 Feb 2025
Entry
BNR
NASDAQ · Burning Rock Biotech Ltd
7.15
Trend inclusion
-
6 signals
MA 22.04 · ROC 1.25% · RS 3.58
21 Feb 2025
Exit
BRTX
NASDAQ · BioRestorative Therapies Inc
1.80
20% entry drawdown
-21.40%
Entry 14 Feb 2025
2.29
21 Feb 2025
Entry
CRSR
NASDAQ · Corsair Gaming Inc
11.82
Trend inclusion
-
4 signals
MA 96.76 · ROC 2.52% · RS 18.00
21 Feb 2025
Entry
CTEV
NYSE · Claritev Corporation
29.28
Trend inclusion
-
4 signals
MA 98.05 · ROC 11.26% · RS 51.67
21 Feb 2025
Entry
DHX
NYSE · DHI Group Inc
2.62
Trend inclusion
-
4 signals
MA 97.28 · ROC 4.44% · RS 12.66
21 Feb 2025
Exit
FWDI
NASDAQ · Forward Industries, Inc.
5.05
20% entry drawdown
-22.81%
Entry 24 Jan 2025
6.54
21 Feb 2025
Exit
GDS
NASDAQ · GDS Holdings Ltd
44.76
Reversal Risk Warning
288.20%
Entry 12 Jul 2024
11.53
21 Feb 2025
Exit
GGRP
NASDAQ · The Glimpse Group, Inc.
1.55
20% entry drawdown
-25.84%
Entry 10 Jan 2025
2.09
21 Feb 2025
Entry
LUCD
NASDAQ · Lucid Diagnostics Inc
1.46
Trend inclusion
-
4 signals
MA 68.68 · ROC 6.26% · RS 47.36
21 Feb 2025
Exit
MBOT
NASDAQ · Microbot Medical Inc
1.59
20% entry drawdown
-21.67%
Entry 24 Jan 2025
2.03
21 Feb 2025
Exit
RNG
NYSE · Ringcentral Inc
28.85
20% entry drawdown
-29.44%
Entry 6 Dec 2024
40.89
21 Feb 2025
Exit
SAP
NYSE · SAP SE ADR
275.84
Reversal Risk Warning
166.97%
Entry 6 Jan 2023
103.32
21 Feb 2025
Entry
SYPR
NASDAQ · Sypris Solutions Inc
1.93
Trend inclusion
-
7 signals
MA 30.73 · ROC 2.02% · RS 2.69
21 Feb 2025
Entry
TOI
NASDAQ · Oncology Institute Inc
0.89
Trend inclusion
-
4 signals
MA 96.66 · ROC 15.44% · RS 24.00
21 Feb 2025
Exit
VNET
NASDAQ · VNET Group Inc DRC
14.59
Reversal Risk Warning
424.82%
Entry 30 Aug 2024
2.78
21 Feb 2025
Exit
VVOS
NASDAQ · Vivos Therapeutics Inc
3.12
20% entry drawdown
-32.32%
Entry 13 Dec 2024
4.61
14 Feb 2025
Entry
AGPU
NASDAQ · Axe Compute Inc.
24.30
Trend inclusion
-
4 signals
MA 68.46 · ROC 6.58% · RS 6.95
14 Feb 2025
Exit
APPN
NASDAQ · Appian Corp
31.65
20% entry drawdown
-22.14%
Entry 6 Dec 2024
40.65