Opt42 Fund Dashboard
Strategist-Led | AI-Enhanced | Risk-Calibrated
YTD Return (5/19/25)
+5.6%
Since Hypothetical Inception (5/19/20)
Total +164% (Annualized +21.36%)
Risk Rating
Moderate
Past Growth Over Time

Assume Hypothetical $100,000 on May 19th 2020
Current Allocation
Fund Strategy Summary
Opt42 is a high-conviction, AI-enhanced portfolio built to outperform without overreacting. It blends innovation and resilience through intentional design—an alternative to SPY-style indexing, guided by human strategy and AI discipline.
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.
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