Durable Goods Makers & Component Suppliers

Own the physical-production chain through machinery, engines, vehicles and the components that make durable equipment function, rather than consumer platforms or software subscriptions. GM's stronger earnings outlook and repurchase announcement provide a company-specific catalyst, while its negative share-price response argues for diversification across manufacturers and suppliers. The basket remains exposed to industrial spending, vehicle demand and execution risk. Catalysts: - 2026-10-19 GM raises fiscal-year profit outlook and plans a $20 billion buyback following stronger quarterly earnings (https://www.rttnews.com/3700561/gm-q3-profit-surges-revises-fy26-earnings-view-plans-20-bln-buyback-stock-drops.aspx) Launch basket (equal weight): CAT, GE, GEV, ADI, TXN, GM, PH, ROK, HON, ITW 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.