Why Opt42 Fund is Different
Rules Over Reactions
Every major decision is encoded: conviction shows up in weights, cash has deployment triggers, and rebalancing follows a checklist. Less drama. More consistency.
Transparent, Trackable Logic
Instead of “trust the manager,” you can see the rules, the rationale, and the alignment. The dashboard shows what changed, why it changed, and what triggers the next move.
Concentrated Quality, Managed Risk
Built around a real-world portfolio mix: high-quality equities + broad index exposure, a cash buffer, rate hedges, and a small crypto sleeve — with rules to prevent over-concentration.
What the System Actually Does
Conviction → Weight
High-conviction holdings are sized accordingly (tiered weights), while lower-conviction ideas stay small or live in broad indexes.
Cash With a Purpose
Cash is not a vibe — it’s a tool. When it rises above a threshold, the system requires a deployment trigger and a plan.
Deconcentration Rules
Gradually reduce single-name mega-cap exposure over time (except intentional exceptions) and shift toward durable index exposure for resilience.
Action Advisor
When conviction is high but timing confidence is low, the system can route buys toward indexes first — then scale into the single name only when conditions improve.
How Opt42 Fund Operates
1. Define Your Rules
Set conviction tiers, cash bands, risk constraints, and exceptions. If it matters, it becomes explicit.
2. Map the Portfolio
Track real holdings (single names + index exposure + cash/hedges) against your rules and target allocation.
3. Monitor Triggers
Let AI watch for rule breaks, drift, and deployment triggers — and summarize what matters without the noise.
4. Execute Calmly
Rebalance with a checklist. No hero trades. Just repeated, disciplined actions that compound.
See the Rules in Action
The dashboard is the product: allocation, drift, triggers, and decisions — all visible, all explainable.
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