Waiting for a Crash
Everyone says they’re waiting for a crash. Almost no one is actually prepared for one. But Oppenfolio is. And not just in a “we’ll survive it” sense. In a “this is when we make our next best moves” sense. This post models a hypothetical 10% drawdown in the broader market, say, a July panic triggered by earnings misses, tariff shocks, or political turmoil, and shows how the Oppenfolio framework holds, adapts, and even benefits. ...