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.

Universe

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

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.

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.
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

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

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 31-60 of 285 open

Ticker Entry Last Close Return Signals Activity ROC RS

ASPN NYSE · Aspen Aerogels Inc

12 Jun 20265.92

5.58

-5.74%

95.36

0.15%

3.76

ASRT NASDAQ · Assertio Therapeutics Inc

17 Apr 202618.01

23.50

30.48%

93.08

6.92%

37.06

ATER NASDAQ · Aterian Inc

12 Jun 20261.20

1.26

5.00%

88.29

4.16%

8.63

ATKR NYSE · Atkore International Group Inc

15 May 202673.93

69.21

-6.38%

62.04

2.55%

0.64

ATNI NASDAQ · ATN International Inc

5 Dec 202520.94

24.81

18.46%

92.66

3.87%

11.20

ATOM NASDAQ · Atomera Inc

10 Apr 20265.09

7.41

45.58%

15.56

3.98%

16.03

ATS NYSE · ATS Corporation

6 Mar 202630.23

27.68

-8.44%

56.24

0.55%

1.10

AURA NASDAQ · Aura Biosciences Inc

15 May 20267.74

7.74

0.00%

99.14

3.73%

4.17

AVNT NYSE · Avient Corp

6 Mar 202636.03

37.31

3.54%

86.64

3.22%

0.52

AVTX NASDAQ · Avalo Therapeutics Inc

19 Sep 202511.83

18.84

59.26%

71.66

5.83%

29.24

BCBP NASDAQ · BCB Bancorp Inc

17 Apr 20269.30

10.28

10.59%

68.45

1.11%

2.62

BCE NYSE · BCE Inc

13 Feb 202625.07

21.42

-14.56%

87.08

1.73%

3.24

BDSX NASDAQ · Biodesix Inc

13 Feb 202611.45

21.99

92.05%

84.48

9.49%

17.85

BGSF NYSE · BG Staffing Inc

2 Jan 20264.67

5.70

22.06%

60.82

5.26%

14.48

BLMN NASDAQ · Bloomin Brands Inc

26 Jun 20268.97

8.70

-3.01%

62.48

2.84%

8.83

BNED NYSE · Barnes & Noble Education Inc

5 Jun 202610.37

12.19

17.55%

13.49

1.19%

1.08

BORR NYSE · Borr Drilling Ltd

31 Oct 20253.10

4.49

44.84%

25.02

3.92%

2.01

CAL NYSE · Caleres Inc

29 May 202614.49

11.71

-19.19%

19.73

1.45%

0.01

CAVA NYSE · CAVA Group, Inc.

27 Mar 202675.42

76.88

1.94%

65.59

1.55%

3.45

CBRL NASDAQ · Cracker Barrel Old Country Store

12 Jun 202646.69

53.50

14.59%

80.26

2.01%

0.49

CC NYSE · Chemours Co

27 Feb 202618.17

19.01

4.62%

93.46

5.29%

25.71

CCCC NASDAQ · C4 Therapeutics Inc

1 May 20262.92

4.30

47.26%

36.56

1.30%

12.68

CCM NYSE · Concord Medical Services Holdings

19 Jun 20265.32

4.39

-17.48%

38.40

0.63%

0.59

CCRN NASDAQ · Cross Country Healthcare Inc

26 Jun 202613.22

13.20

-0.15%

66.25

2.64%

2.69

CDXS NASDAQ · Codexis Inc

5 Jun 20262.56

2.47

-3.52%

58.49

1.61%

1.50

CE NYSE · Celanese Corporation

13 Mar 202657.71

47.68

-17.38%

68.87

1.01%

14.70

CGEM NASDAQ · Cullinan Oncology LLC

26 Dec 202510.37

17.63

70.01%

88.22

4.73%

5.45

CHCT NYSE · Community Healthcare Trust Inc

30 Jan 202616.32

18.31

12.16%

97.49

1.07%

0.02

CHD NYSE · Church & Dwight Company Inc

27 Mar 202694.38

98.60

4.47%

35.98

0.70%

1.44

CHRN NASDAQ · ChronoScale Corporation

2 Jan 20267.84

16.49

110.33%

50.51

3.42%

24.90

Ledger

Transaction History

Showing 1-30 of 4953

Date Action Ticker Price Reason Return Qualifiers

3 Jul 2026

Exit

ABX NYSE · Abacus Global Management, Inc.

11.86

Reversal Risk Warning

49.75%

Entry 2 Jan 2026 7.92

3 Jul 2026

Entry

AIRJ NASDAQ · AirJoule Technologies Corporation

4.84

Trend inclusion

5 signals MA 76.39 · ROC 4.24% · RS 3.81

3 Jul 2026

Entry

COOK NYSE · Traeger Inc

73.83

Trend inclusion

4 signals MA 83.35 · ROC 9.24% · RS 22.03

3 Jul 2026

Entry

EDIT NASDAQ · Editas Medicine Inc

3.65

Trend inclusion

8 signals MA 23.20 · ROC 2.51% · RS 18.52

3 Jul 2026

Exit

ENPH NASDAQ · Enphase Energy Inc

43.07

20% entry drawdown

-23.19%

Entry 5 Jun 2026 56.07

3 Jul 2026

Entry

EPC NYSE · Edgewell Personal Care Co

27.21

Trend inclusion

4 signals MA 81.29 · ROC 5.52% · RS 19.35

3 Jul 2026

Exit

HLLY NYSE · Holley Inc

2.40

20% entry drawdown

-21.82%

Entry 12 Sep 2025 3.07

3 Jul 2026

Entry

JXG NASDAQ · JX Luxventure Group Inc.

10.84

Trend inclusion

4 signals MA 84.92 · ROC 12.88% · RS 8.46

3 Jul 2026

Entry

MAN NYSE · ManpowerGroup Inc

38.79

Trend inclusion

4 signals MA 92.33 · ROC 3.87% · RS 8.61

3 Jul 2026

Entry

MRDN NASDAQ · Meridian Holdings Inc

13.57

Trend inclusion

5 signals MA 82.73 · ROC 5.93% · RS 2.64

3 Jul 2026

Entry

NWL NASDAQ · Newell Brands Inc

5.83

Trend inclusion

4 signals MA 79.52 · ROC 6.86% · RS 15.74

3 Jul 2026

Entry

QMCO NASDAQ · Quantum Corporation

10.16

Trend inclusion

5 signals MA 99.53 · ROC 9.13% · RS 7.75

3 Jul 2026

Entry

SABR NASDAQ · Sabre Corpo

2.09

Trend inclusion

7 signals MA 78.18 · ROC 2.51% · RS 3.07

3 Jul 2026

Exit

STI NASDAQ · Solidion Technology Inc.

7.85

20% entry drawdown

-36.39%

Entry 26 Jun 2026 12.34

3 Jul 2026

Entry

TLX NASDAQ · Telix Pharmaceuticals Limited

11.87

Trend inclusion

8 signals MA 51.65 · ROC 1.56% · RS 4.35

3 Jul 2026

Entry

WYHG NASDAQ · Wing Yip Food Holdings Group Limited American Depositary Shares

4.51

Trend inclusion

4 signals MA 72.17 · ROC 5.14% · RS 9.36

26 Jun 2026

Exit

ADAM NASDAQ · New York Mortgage Trust, Inc.

9.51

Reversal Risk Warning

116.48%

Entry 23 May 2025 4.39

26 Jun 2026

Exit

ADPT NASDAQ · Adaptive Biotechnologies Corp

20.96

Reversal Risk Warning

345.96%

Entry 30 Aug 2024 4.70

26 Jun 2026

Exit

AMRX NASDAQ · Amneal Pharmaceuticals, Inc. Class A Common Stock

17.23

Reversal Risk Warning

468.65%

Entry 14 Jul 2023 3.03

26 Jun 2026

Exit

AWR NYSE · American States Water Company

82.57

Reversal Risk Warning

10.68%

Entry 27 Mar 2026 74.60

26 Jun 2026

Exit

BLBD NASDAQ · Blue Bird Corp

78.81

Reversal Risk Warning

413.09%

Entry 20 Jan 2023 15.36

26 Jun 2026

Entry

BLMN NASDAQ · Bloomin Brands Inc

8.97

Trend inclusion

5 signals MA 62.48 · ROC 2.84% · RS 8.83

26 Jun 2026

Exit

CACC NASDAQ · Credit Acceptance Corporation

628.86

Reversal Risk Warning

36.28%

Entry 4 Apr 2025 461.44

26 Jun 2026

Exit

CALY NYSE · Callaway Golf Company

19.25

Reversal Risk Warning

95.23%

Entry 15 Aug 2025 9.86

26 Jun 2026

Entry

CCRN NASDAQ · Cross Country Healthcare Inc

13.22

Trend inclusion

6 signals MA 66.25 · ROC 2.64% · RS 2.69

26 Jun 2026

Exit

CLOV NASDAQ · Clover Health Investments Corp

5.41

Reversal Risk Warning

231.90%

Entry 19 Jul 2024 1.63

26 Jun 2026

Exit

CMPS NASDAQ · Compass Pathways Plc

14.82

Reversal Risk Warning

188.33%

Entry 5 Sep 2025 5.14

26 Jun 2026

Exit

CZFS NASDAQ · Citizens Financial Services Inc. Common Stock

73.82

Reversal Risk Warning

39.44%

Entry 13 Sep 2024 52.94

26 Jun 2026

Exit

DAVE NASDAQ · Dave Inc

348.71

Reversal Risk Warning

4058.74%

Entry 29 Dec 2023 8.39

26 Jun 2026

Exit

DMRC NASDAQ · Digimarc Corporation

7.68

20% entry drawdown

-32.10%

Entry 12 Jun 2026 11.31