The Opt42 Fund is built around a tight “core” of high-conviction compounders (e.g., TSM, BRK.B, MSFT, QQQ) supported by broad-market exposure (SPY / equal-weight RSP) to prevent single-name concentration from becoming single-point failure.

Risk is managed with explicit structure: a defined cash buffer (target range 3–7%) with deployment triggers, selective asymmetric exposure (BTC), and fixed-income sleeves (short Treasuries and longer-duration hedges) to keep optionality during volatility and rate regime shifts.

Allocations are not driven by headlines, momentum, or dividend chasing. They are driven by conviction expressed in weights, and by a rules-based process that prefers “do the obvious thing” over “do the exciting thing.” When conviction is high but timing confidence is low, we express exposure through indexes (e.g., SPY) rather than forcing a single-name entry.

AI tools are used as discipline infrastructure: to reduce noise, surface inconsistencies, and keep the portfolio aligned to stated rules—especially when the market tries to bribe us into impulsive behavior.