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

QQQ
BRK.B
BTC
CASH
MSFT
TSM
AMZN
META
MA
JPM
XOM
HD
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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