Ancient discipline.
Modern capital.
King David Strategy manages capital by a rule older than markets themselves — a third in enduring assets, a third in productive business, a third held liquid — and the discipline to rotate between them when opportunity demands it.
“Let every man divide his money into three parts, and invest a third in land, a third in business, and a third let him keep by him in reserve.”
Every dollar has a post to hold.
Hard Assets
Nursing homes and income real estate. Needs-based demand, long horizons, deeded ownership. This is where realized gains are anchored — permanently.
Private Credit
Direct, secured money lending. Contractual cash flow with short duration — capital that is always working, and always callable when the moment comes.
Bitcoin
The liquid third. Deployed with conviction when the setup is asymmetric, harvested on plan — never held on hope. Speed is the whole point of staying liquid.
One rule. Three thirds.
Executed without sentiment.
The ancient rule of thirds was written for households; we run it as an active system. Two thirds play offense — private credit compounding between cycles, Bitcoin striking when the odds tilt — and every harvest buys more of the third that can never be taken back.
The equilibrium mix
Equilibrium is the resting state, not a cage — the mix flexes hard during a rotation. See where capital sits right now →
- Lending throws off contractual monthly cash flow and keeps powder dry by design.
- Bitcoin is the strike weapon — entered at scale only when the setup is asymmetric.
- Care-driven occupancy and long leases produce income that ignores market cycles.
- Every harvest converts paper gains into deeded, income-producing ground.
The Rotation
- IACCUMULATE
Capital compounds in the lending book. Contractual yield keeps the liquid third productive while we wait for the market to make a mistake.
- IISTRIKE
When Bitcoin is mispriced, the lending book runs off in an orderly drawdown and liquid capital rotates in — decisively, not incrementally.
- IIIHARVEST
Exit targets are written before entry. When the run matures we take the win. No riding round trips back to even.
- IVLOCK IN
A third of proceeds is anchored into hard assets permanently. Two thirds reload the lending book — and the cycle arms itself again.
Discipline is the strategy.
A third of the house stands on ground no market can touch.
Every position is opened with its harvest already written down.
Paper profits are rotated into deeded, income-producing assets.
Lending income pays the bills so conviction never has to.
Current Positioning
Where the capital sits right now — posted by the manager as the cycle turns.
House stance
Positioning notes are the manager’s commentary on the partnership’s activity, provided for information only. They are not investment advice, an offer, or a solicitation, and may be updated or withdrawn at any time.
The House of the Rule of Thirds
The oldest surviving investment advice was recorded in the Talmud in the era of kings: divide your wealth into three parts — land, business, and reserve. We named the partnership for the royal house that discipline built, and we run it the same way: a third that endures, a third that produces, a third that waits for its moment.
We don’t forecast markets. We hold a structure that profits from whichever way they break, and we act only when the odds are visibly bent in our favor.
Between cycles, every liquid dollar earns contractual yield in the lending book. Waiting is a paid position here.
Round trips are for tourists. Positions are harvested on plan, and a piece of every win is converted into assets that cannot be un-won.
Beds, buildings, and land — assets with needs-based demand that will matter in any decade, under any interest-rate regime.
Why senior housing?
Demand that doesn’t read the news. Care-driven occupancy is one of the few revenue streams indifferent to markets, elections, and rate cycles — and it is growing on a demographic timetable that was set decades ago. That is what an anchor is supposed to look like.
Avrohom leads King David Strategy — one strategy, run with total conviction: the ancient thirds, executed with modern instruments. He oversees the credit book, the senior-care portfolio, and the fund’s Bitcoin program.
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Manager Access
Private area. Positioning updates posted here publish to the site.