North buys them for you.
Consumer Commerce, Travel & Payment Platforms
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Own the platforms that intermediate shopping, travel, mobility and payments rather than the manufacturers supplying consumer goods. Recent weakness in Booking and Uber contrasts with strength in Shopify and the payment networks, creating an opportunity to diversify across consumer transaction channels. The basket depends on sustained spending and platform monetization; weaker demand, competition and regulatory pressure remain key risks. Launch basket (equal weight): SHOP, BKNG, UBER, V, MA, PYPL, ABNB Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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