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Enterprise Technology Consulting & Integration
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Focus on businesses that help customers implement and operate complex enterprise technology, rather than betting on a particular chip or software application. As infrastructure choices multiply, integration, migration and ongoing support remain necessary spending. The basket combines global consulting providers with enterprise-system vendors whose implementation and support capabilities connect technology purchases to working operations. Launch basket (equal weight): ACN, IBM, HPE, ORCL, CTSH, INFY 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 1,051 portfolios: 47% beat QQQ, median −0.4pp · since launch vs QQQ
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