Performance App

Trend Performance Index

US equities with 4-8 positive smoothed trend weeks, a weekly close below fair value, positive Market Activity, positive 30-week SMA Rate of Change, and positive Relative Strength.

Latest week 3 Jul 2026 Initial value 100.00
Index Value439.93
Total Return339.93%
Current Holdings285
Transactions4953

Method

How The Index Works

The index is a weekly, equal-weighted performance model for US equities. It starts at 100.00 on the first completed weekly bar after 1 Jan 2023 and is rebuilt from stored weekly closes, indicators, and Smart Money warning data.

01

Universe

Active US equities only. ETFs, crypto, commodities, and non-US listings are excluded from this version.

02

Entry Rule

A stock enters at that week’s close when it has 4-8 positive smoothed 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.

03

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.

04

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.
  • Transaction prices are the stored weekly closes for the entry or exit week.
  • Returns are shown before transaction costs, bid-ask spreads, slippage, taxes, and other implementation frictions.

Weekly Index

Cumulative Value

Equal-weighted active positions

Latest Week

Positions In And Out

3 Jul 2026

New Positions In

Entries at weekly close
12
AIRJ NASDAQ · AirJoule Technologies Corporation
4.84 5 signals · MA 76.39 · ROC 4.24% · RS 3.81
COOK NYSE · Traeger Inc
73.83 4 signals · MA 83.35 · ROC 9.24% · RS 22.03
EDIT NASDAQ · Editas Medicine Inc
3.65 8 signals · MA 23.20 · ROC 2.51% · RS 18.52
EPC NYSE · Edgewell Personal Care Co
27.21 4 signals · MA 81.29 · ROC 5.52% · RS 19.35
JXG NASDAQ · JX Luxventure Group Inc.
10.84 4 signals · MA 84.92 · ROC 12.88% · RS 8.46
MAN NYSE · ManpowerGroup Inc
38.79 4 signals · MA 92.33 · ROC 3.87% · RS 8.61
MRDN NASDAQ · Meridian Holdings Inc
13.57 5 signals · MA 82.73 · ROC 5.93% · RS 2.64
NWL NASDAQ · Newell Brands Inc
5.83 4 signals · MA 79.52 · ROC 6.86% · RS 15.74
QMCO NASDAQ · Quantum Corporation
10.16 5 signals · MA 99.53 · ROC 9.13% · RS 7.75
SABR NASDAQ · Sabre Corpo
2.09 7 signals · MA 78.18 · ROC 2.51% · RS 3.07
TLX NASDAQ · Telix Pharmaceuticals Limited
11.87 8 signals · MA 51.65 · ROC 1.56% · RS 4.35
WYHG NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares
4.51 4 signals · MA 72.17 · ROC 5.14% · RS 9.36

Positions Out

Closed at weekly close
4
ABX NYSE · Abacus Global Management, Inc.
11.86 Reversal Risk Warning · 49.75%
ENPH NASDAQ · Enphase Energy Inc
43.07 20% entry drawdown · -23.19%
HLLY NYSE · Holley Inc
2.40 20% entry drawdown · -21.82%
STI NASDAQ · Solidion Technology Inc.
7.85 20% entry drawdown · -36.39%

Live Book

Current Holdings

Showing 1-30 of 285 open
Ticker Entry Last Close Return Signals Activity ROC RS
ABLV NASDAQ · Able View Global Inc. Class B Ordinary Shares
12 Jun 20261.10
1.19
8.18%
4
47.21
4.07%
9.75
ABVC NASDAQ · ABVC Biopharma Inc
18 Apr 20250.86
1.80
110.53%
4
65.71
3.66%
30.91
ACDC NASDAQ · ProFrac Holding Corp.
20 Mar 20266.42
5.15
-19.78%
5
87.50
2.10%
14.76
ACHC NASDAQ · Acadia Healthcare Company Inc
15 May 202625.81
31.91
23.63%
5
83.10
1.05%
3.19
ACRS NASDAQ · Aclaris Therapeutics Inc
31 Oct 20252.52
5.56
120.63%
8
32.15
4.84%
5.56
ACTG NASDAQ · Acacia Research Corporation
13 Feb 20264.01
4.54
13.22%
7
60.85
0.98%
2.74
ADNT NYSE · Adient PLC
1 Aug 202521.40
18.76
-12.34%
4
90.40
3.89%
9.73
ADV NASDAQ · Advantage Solutions Inc
5 Jun 202638.75
38.86
0.28%
4
89.18
2.82%
6.16
AERT NASDAQ · Aeries Technology Inc.
19 Jun 20267.22
7.34
1.66%
4
36.85
4.36%
15.43
AESI NYSE · Atlas Energy Solutions Inc.
17 Apr 202613.29
14.47
8.88%
6
48.84
1.80%
2.59
AGL NYSE · agilon health Inc
29 May 202692.28
111.01
20.30%
4
89.13
40.13%
161.74
AIN NYSE · Albany International Corporation
5 Jun 202667.74
73.39
8.34%
8
92.31
2.26%
6.44
AIRJ NASDAQ · AirJoule Technologies Corporation
3 Jul 20264.84
4.84
0.00%
5
76.39
4.24%
3.81
ALB NYSE · Albemarle Corp
26 Sep 202587.40
135.56
55.10%
5
39.35
0.77%
0.68
ALGN NASDAQ · Align Technology Inc
27 Feb 2026190.10
184.52
-2.94%
5
85.89
0.43%
6.62
ALLO NASDAQ · Allogene Therapeutics Inc
9 Jan 20261.71
2.08
21.64%
7
50.24
2.34%
4.48
AMLX NASDAQ · Amylyx Pharmaceuticals Inc
4 Jul 20256.30
18.27
190.00%
5
47.68
1.96%
41.91
AMN NYSE · AMN Healthcare Services Inc
8 May 202628.97
34.75
19.95%
4
67.09
2.62%
32.60
AMR NYSE · Alpha Metallurgical Resources Inc
10 Apr 2026192.52
160.00
-16.89%
4
11.80
4.45%
14.01
AMRC NYSE · Ameresco Inc
5 Sep 202525.93
25.40
-2.04%
4
93.91
1.74%
12.36
AMRN NASDAQ · Amarin Corporation PLC
27 Jun 202515.71
16.37
4.20%
4
74.06
3.72%
23.38
AMWL NYSE · American Well Corp
8 May 20267.97
9.25
16.06%
4
41.83
0.86%
16.91
ANIK NASDAQ · Anika Therapeutics Inc
27 Feb 202614.36
15.36
6.96%
4
65.94
1.32%
18.81
ANTX NASDAQ · AN2 Therapeutics Inc
27 Mar 20263.66
4.42
20.77%
4
88.09
31.68%
170.00
APTV NYSE · Aptiv PLC
20 Jun 202567.05
58.89
-12.17%
5
53.28
2.66%
0.22
ARCO NYSE · Arcos Dorados Holdings Inc
13 Feb 20268.29
8.23
-0.69%
6
75.07
1.36%
3.99
ARL NYSE · American Realty Investors Inc
19 Sep 202516.42
21.22
29.23%
5
71.46
2.09%
2.55
ASC NYSE · Ardmore Shpng
19 Sep 202512.24
14.86
21.39%
5
58.56
1.92%
0.74
ASIX NYSE · AdvanSix Inc
24 Apr 202623.25
20.29
-12.71%
5
87.79
2.44%
6.49
ASLE NASDAQ · AerSale Corp
28 Feb 20257.00
6.57
-6.14%
7
67.42
0.28%
2.90

Ledger

Transaction History

Showing 31-60 of 4953
Date Action Ticker Price Reason Return Qualifiers
26 Jun 2026
Exit
EVC NYSE · Entravision Communications
12.03
Reversal Risk Warning
417.52%
Entry 15 Aug 2025 2.32
26 Jun 2026
Exit
EW NYSE · Edwards Lifesciences Corp
90.78
Reversal Risk Warning
16.38%
Entry 16 May 2025 78.00
26 Jun 2026
Exit
FLXS NASDAQ · Flexsteel Industries Inc
72.91
Reversal Risk Warning
281.21%
Entry 3 Mar 2023 19.13
26 Jun 2026
Entry
FLYW NASDAQ · Flywire Corp
17.54
Trend inclusion
-
6 signals MA 43.44 · ROC 1.89% · RS 15.19
26 Jun 2026
Exit
GH NASDAQ · Guardant Health Inc
149.22
Reversal Risk Warning
342.00%
Entry 3 Jan 2025 33.76
26 Jun 2026
Exit
GHRS NASDAQ · GH Research PLC
28.22
Reversal Risk Warning
179.68%
Entry 4 Apr 2025 10.09
26 Jun 2026
Exit
GLBS NASDAQ · Globus Maritime Ltd
2.87
Reversal Risk Warning
96.58%
Entry 12 Dec 2025 1.46
26 Jun 2026
Exit
HZO NYSE · MarineMax Inc
37.74
Reversal Risk Warning
30.05%
Entry 13 Feb 2026 29.02
26 Jun 2026
Entry
IART NASDAQ · Integra LifeSciences Holdings
18.76
Trend inclusion
-
4 signals MA 88.74 · ROC 6.21% · RS 25.99
26 Jun 2026
Exit
INDV NASDAQ · Indivior PLC Ordinary Shares
41.83
Reversal Risk Warning
199.86%
Entry 27 Jun 2025 13.95
26 Jun 2026
Exit
INNV NASDAQ · InnovAge Holding Corp
10.79
Reversal Risk Warning
124.79%
Entry 26 Sep 2025 4.80
26 Jun 2026
Exit
INTG NASDAQ · The Intergroup Corporation
46.26
Reversal Risk Warning
151.14%
Entry 26 Sep 2025 18.42
26 Jun 2026
Entry
KELYA NASDAQ · Kelly Services A Inc
12.73
Trend inclusion
-
6 signals MA 98.05 · ROC 4.92% · RS 3.10
26 Jun 2026
Entry
KMX NYSE · CarMax Inc
52.76
Trend inclusion
-
4 signals MA 86.77 · ROC 5.19% · RS 3.83
26 Jun 2026
Exit
KORE NYSE · KORE Group Holdings Inc
9.79
Reversal Risk Warning
304.55%
Entry 18 Apr 2025 2.42
26 Jun 2026
Exit
KOS NYSE · Kosmos Energy Ltd
2.18
20% entry drawdown
-25.34%
Entry 3 Apr 2026 2.92
26 Jun 2026
Entry
LESL NASDAQ · Leslies Inc
9.59
Trend inclusion
-
4 signals MA 24.66 · ROC 33.13% · RS 109.98
26 Jun 2026
Entry
LINE NASDAQ · Lineage, Inc. Common Stock
43.45
Trend inclusion
-
8 signals MA 83.09 · ROC 3.36% · RS 0.23
26 Jun 2026
Exit
MAMA NASDAQ · Mama's Creations Inc.
19.94
Reversal Risk Warning
977.84%
Entry 3 Mar 2023 1.85
26 Jun 2026
Entry
MMI NYSE · Marcus & Millichap Inc
31.41
Trend inclusion
-
4 signals MA 60.27 · ROC 0.61% · RS 1.43
26 Jun 2026
Exit
MYE NYSE · Myers Industries Inc
32.14
Reversal Risk Warning
131.81%
Entry 20 Jun 2025 13.86
26 Jun 2026
Entry
NSIT NASDAQ · Insight Enterprises Inc
119.49
Trend inclusion
-
4 signals MA 96.83 · ROC 3.95% · RS 4.16
26 Jun 2026
Exit
NTRA NASDAQ · Natera Inc
261.91
Reversal Risk Warning
320.87%
Entry 5 Jan 2024 62.23
26 Jun 2026
Exit
NVCT NASDAQ · Nuvectis Pharma Inc
27.19
Reversal Risk Warning
205.85%
Entry 6 Feb 2026 8.89
26 Jun 2026
Exit
OXM NYSE · Oxford Industries Inc
35.83
20% entry drawdown
-21.22%
Entry 8 May 2026 45.48
26 Jun 2026
Entry
PAMT NASDAQ · PAMT CORP
14.75
Trend inclusion
-
4 signals MA 95.50 · ROC 5.97% · RS 12.86
26 Jun 2026
Exit
PGEN NASDAQ · Precigen Inc
5.86
Reversal Risk Warning
372.58%
Entry 4 Apr 2025 1.24
26 Jun 2026
Exit
PKOH NASDAQ · Park Ohio Holdings Corp
39.06
Reversal Risk Warning
143.05%
Entry 2 Jun 2023 16.07
26 Jun 2026
Exit
PLSE NASDAQ · Pulse Biosciences Inc
28.45
Reversal Risk Warning
905.30%
Entry 6 Jan 2023 2.83
26 Jun 2026
Exit
PLUG NASDAQ · Plug Power Inc
2.54
20% entry drawdown
-21.00%
Entry 5 Jun 2026 3.22