# Welcome to Cache

Select your investor type

[Investor

You are an individual or entity investing your own capital.](https://usecache.com/companion-category/exchange-funds#) [Advisor

You are a financial intermediary representing clients you manage.](https://usecache.com/companion-category/exchange-funds#)

Mark sent you an exclusive invite to invest with Cache.

When you sign up for Cache using Mark's unique referral link, you both get $100,000 managed free for one year.

# All in Exchange Funds

## David’s Story: Finding a Better Path Out of a Concentrated Position  
Diversify concentrated stock positions with a modern exchange fund. See how David moved beyond Tesla equity and why he chose Cache for a flexible, low-fee path forward.  
[Read more](https://usecache.com/companion/davids-story-finding-a-better-path-out-of-a-concentrated-position)

## Larry’s Story: Using Exchange Funds to Stay Diversified and In Control  
A real investor case study on how exchange funds help reduce concentrated stock risk, improve tax efficiency, and create long-term diversification.  
[Read more](https://usecache.com/companion/larrys-story-using-exchange-funds-to-stay-diversified-and-in-control)

## Why Exchange Funds Hold Real Estate: The 20% Qualifying Asset Rule, Explained  
Discover why exchange funds must hold 20% in qualifying real estate under IRS §721 and how Cache uses institutional real estate to support tax-deferred diversification.  
[Read more](https://usecache.com/companion/why-exchange-funds-hold-real-estate-the-20-qualifying-asset-rule-explained)

## How Cache Built the Modern Exchange Fund with 99% Correlation  
Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.  
[Read more](https://usecache.com/companion/how-cache-built-the-modern-exchange-fund-with-99-correlation)

## From Tesla Rollercoaster to Portfolio Balance: How Cache Transformed One Investor's Wealth Strategy  
After years at a high-growth tech company, David Zhang, a Tesla executive, found himself with a concentrated Tesla position and a growing sense of financial vulnerability. He knew diversification was necessary, but the path to get there wasn’t clear.  
[Read more](https://usecache.com/companion/from-tesla-rollercoaster-to-portfolio-balance-how-cache-transformed-one-investors-wealth-strategy)

## Eric’s Journey: How Cache Helped Protect Wealth as the Market Turned  
Read a real-life case study of a former Tesla executive -- how he used Cache to defer a $388K tax bill—and come out $278K ahead as markets turned volatile.  
[Read more](https://usecache.com/companion/erics-journey-how-cache-helped-protect-wealth-as-the-market-turned)

## What is an Exchange Fund?  
Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you.  
[Read more](https://usecache.com/companion/what-is-an-exchange-fund)

## How do exchange funds work? The ultimate guide  
How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.  
[Read more](https://usecache.com/companion/how-exchange-funds-work)

## List of exchange funds — providers and product details  
Who offers exchange funds? And how do these products differ? Learn about the providers and product details.  
[Read more](https://usecache.com/companion/list-of-exchange-fund-providers)