30% into Bitcoin is not that concentrated depending on your goals.
What is more shocking is that you have multiple money managers.
Buying and holding QQQ (beta) + gold (repression hedge) + self-custody Bitcoin + an emergency fund/dry powder (T-bills) outperforms more than 99% of PMs after fees and taxes.
You just automate contributions and do nothing else.
TL;DR: Build a portfolio that (a) doesn’t force you to sell when you’re right but early, (b) doesn’t implode when you’re wrong, and (c) can sit through temporary illiquidity without margin calls.
More context: https://controlplanecapital.com/p/investing-simplified-do-you-have
Portfolio Managers (PMs) optimize career/mandates. That's why he wanted you to buy a tax exempt uk government bond. More context: https://controlplanecapital.com/p/how-to-exploit-portfolio-managers