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Apex is a concentrated, rules-based momentum portfolio — run in public. Ten names, equal weight at entry, no hedging. Winners are held as long as they trend; a position is sold the moment it breaks — closing below its long-term moving average, or falling hard from its recent high. Freed cash rotates into the next hottest name in a confirmed uptrend.
Every decision is dated and shown. It's paper-tracked — no brokerage connection, so you place your own trades. NAV is price return (it excludes dividends) to mirror how a copy-trading platform scores a portfolio; dividends are tracked apart, never folded into the headline number.
Names are chosen mechanically, not by gut. A universe of liquid large-caps is ranked by trend strength; when a slot opens it's filled by the highest-ranked name in a confirmed uptrend not already held. Exits are mechanical too — a trend break below the 200-day line, or a deep drawdown from the high.
The sister books take different routes. Sweet Spot holds the Nasdaq-100's leaders on a deliberately balanced footing — rebalanced monthly, not cap-weighted. Bedrock is the low-risk sleeve — defensive, recession-resilient names, no AI or chips. Slipstream rotates through the world's hottest region & sector ETFs on strict momentum doors. Pick a lane with the toggle up top.