| Position | Theme | Weight | Return | Value |
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Sweet Spot is a deliberately balanced slice of the Nasdaq-100's leadership — run in public. Rather than ride a cap-weighted index, where a handful of mega-caps quietly come to dominate the whole thing, it holds the index's leading large-caps on a level footing and keeps them there with a disciplined monthly rebalance. The aim is the leadership's upside without the top-heavy concentration risk of the index itself — the balanced middle between Apex's aggression and Bedrock's caution, which is exactly where the name comes from.
It's the disciplined, lower-octane counterweight to Apex's concentrated momentum book. Paper-tracked, no brokerage connection. NAV is price return (excludes dividends) to mirror how a copy-trading platform scores a portfolio; dividends are tracked apart.
The universe is the Nasdaq-100's leadership tier — its largest constituents by market cap, the names with the weight to actually move the index. They're held on a deliberately level footing rather than cap-weighted, so the book rides the leaders as a group instead of a few dominant giants. The one ongoing mechanic is a monthly rebalance that pulls every weight back toward target — trimming what's run ahead into what's lagged — keeping the construction intact without churning gains away.
Set against Apex, it answers one question: does concentration and timing actually beat a balanced, disciplined hold of the leaders?