Discretionary Wallet: Travel, Dining & Apparel

Own discretionary consumer spending through travel bookings, mobility, restaurants and apparel rather than staples or advertising platforms. Recent market weakness offers an entry point into businesses supported by recurring purchases, recognizable brands and established distribution. The basket spans value-oriented shopping and dining alongside travel, reducing dependence on luxury spending alone; weaker household demand remains the central risk. Launch basket (equal weight): TJX, MCD, BKNG, UBER, NKE, CMG, MAR, SBUX 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.