The Opt42 Fund is constructed from a curated selection of up to 42 high-conviction assets, anchored by a deliberate 50/50 blend of QQQ and BRK.B. This benchmark represents a balance of innovation and resilience — growth and value — that pure SPY exposure cannot match.

Allocations beyond the core are driven by fundamental conviction, sector foresight, and macro-awareness — not momentum, trends, or dividends. Every holding is chosen for its asymmetric potential, strategic role, and ability to add long-term clarity, not complexity.

The fund is periodically realigned using a rules-based process enhanced by AI tools that help reduce noise, surface signals, and maintain discipline — especially during market volatility.

Our mission is simple: to build a portfolio you don’t have to second-guess, designed to compound confidence and capital alike.