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 Nov 2024
Entry
BSBK
NASDAQ · Bogota Financial Corp
8.32
Trend inclusion
-
7 signals
MA 80.44 · ROC 1.90% · RS 2.11
1 Nov 2024
Exit
CALC
NASDAQ · CalciMedica, Inc. Common Stock
3.51
20% entry drawdown
-22.00%
Entry 8 Mar 2024
4.50
1 Nov 2024
Exit
CERS
NASDAQ · Cerus Corporation
1.52
20% entry drawdown
-24.75%
Entry 6 Sep 2024
2.02
1 Nov 2024
Entry
DAO
NYSE · Youdao Inc
5.23
Trend inclusion
-
4 signals
MA 82.28 · ROC 3.33% · RS 22.11
1 Nov 2024
Entry
DOUG
NYSE · Douglas Elliman Inc
2.02
Trend inclusion
-
8 signals
MA 22.87 · ROC 0.91% · RS 3.06
1 Nov 2024
Entry
GTEC
NASDAQ · Greenland Acquisition Corp
2.63
Trend inclusion
-
6 signals
MA 60.63 · ROC 1.55% · RS 2.66
1 Nov 2024
Exit
IMUX
NASDAQ · Immunic Inc
11.90
20% entry drawdown
-21.71%
Entry 13 Sep 2024
15.20
1 Nov 2024
Entry
LGO
NASDAQ · Largo Resources Ltd
2.31
Trend inclusion
-
5 signals
MA 46.50 · ROC 3.54% · RS 8.27
1 Nov 2024
Entry
NIU
NASDAQ · Niu Technologies
2.31
Trend inclusion
-
5 signals
MA 51.65 · ROC 4.30% · RS 3.23
1 Nov 2024
Entry
NOAH
NYSE · Noah Holdings Ltd
11.30
Trend inclusion
-
4 signals
MA 97.67 · ROC 5.88% · RS 17.20
1 Nov 2024
Entry
NWL
NASDAQ · Newell Brands Inc
7.97
Trend inclusion
-
4 signals
MA 58.46 · ROC 1.12% · RS 5.61
1 Nov 2024
Entry
OWLT
NYSE · Owlet Inc
5.46
Trend inclusion
-
6 signals
MA 54.23 · ROC 2.37% · RS 3.54
1 Nov 2024
Entry
PDYN
NASDAQ · Palladyne AI Corp
2.01
Trend inclusion
-
4 signals
MA 54.19 · ROC 1.81% · RS 30.49
1 Nov 2024
Entry
PETZ
NASDAQ · TDH Holdings Inc
1.33
Trend inclusion
-
5 signals
MA 11.95 · ROC 0.76% · RS 0.24
1 Nov 2024
Exit
RCKY
NASDAQ · Rocky Brands Inc
19.67
20% entry drawdown
-30.87%
Entry 22 Dec 2023
28.45
1 Nov 2024
Exit
RCON
NASDAQ · Recon Technology Ltd
2.45
20% entry drawdown
-29.39%
Entry 18 Oct 2024
3.47
1 Nov 2024
Entry
RVNC
NASDAQ · Revance Therapeutics, Inc.
5.80
Trend inclusion
-
8 signals
MA 26.03 · ROC 1.23% · RS 0.15
1 Nov 2024
Entry
SBH
NYSE · Sally Beauty Holdings Inc
13.12
Trend inclusion
-
7 signals
MA 17.70 · ROC 1.16% · RS 0.52
1 Nov 2024
Entry
SCWO
NASDAQ · 374Water Inc. Common Stock
14.50
Trend inclusion
-
4 signals
MA 58.61 · ROC 3.58% · RS 2.80
1 Nov 2024
Entry
TWLO
NYSE · Twilio Inc
84.84
Trend inclusion
-
6 signals
MA 65.33 · ROC 3.00% · RS 19.75
1 Nov 2024
Entry
VIAV
NASDAQ · Viavi Solutions Inc
9.86
Trend inclusion
-
4 signals
MA 62.33 · ROC 0.05% · RS 3.98
1 Nov 2024
Entry
XPEV
NYSE · Xpeng Inc
11.52
Trend inclusion
-
6 signals
MA 70.69 · ROC 5.12% · RS 2.82
1 Nov 2024
Entry
YUMC
NYSE · Yum China Holdings Inc
43.46
Trend inclusion
-
4 signals
MA 93.36 · ROC 2.16% · RS 6.51
1 Nov 2024
Entry
ZM
NASDAQ · Zoom Video Communications Inc
75.60
Trend inclusion
-
6 signals
MA 52.15 · ROC 1.55% · RS 5.28
1 Nov 2024
Entry
ZTO
NYSE · ZTO Express (Cayman) Inc
21.94
Trend inclusion
-
6 signals
MA 76.35 · ROC 2.78% · RS 1.23
25 Oct 2024
Exit
ATLN
NASDAQ · Atlantic International Corp. Common Stock
4.91
20% entry drawdown
-22.68%
Entry 6 Sep 2024
6.35
25 Oct 2024
Entry
BZUN
NASDAQ · Baozun Inc
3.16
Trend inclusion
-
4 signals
MA 93.01 · ROC 5.90% · RS 6.15
25 Oct 2024
Entry
DOCN
NYSE · DigitalOcean Holdings Inc
41.04
Trend inclusion
-
5 signals
MA 38.98 · ROC 1.41% · RS 1.82
25 Oct 2024
Entry
DOCU
NASDAQ · DocuSign Inc
68.99
Trend inclusion
-
4 signals
MA 76.24 · ROC 2.56% · RS 9.48
25 Oct 2024
Exit
DOGZ
NASDAQ · Dogness International Corp Class A
56.84
Reversal Risk Warning
418.14%
Entry 24 May 2024
10.97