Building an Optimal Portfolio

Create an optimal portfolio within your own fund, avoiding line item risk and ensuring different assets move in sync. Include managed futures or trend for impact without subjecting investors to statement or line item risk. A co-worker's advice made the speaker realize the importance of simplicity and practicality in investing. Focus on a portfolio that compounds growth with minimal risk across potential market scenarios, while being tax and fee efficient. The revelation led to a shift from egotistical pursuits to offering a product that resonates with the market and aligns with personal investment strategies.

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