North buys them for you.
Everyday Consumption Franchises
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Own businesses that serve recurring household demand through groceries, beverages, household products and affordable meals. Recent price strength across these franchises supports an everyday-consumption theme while technology shares retreat. The basket combines merchants with brand owners, though premium valuations and pressure on household budgets remain risks. Launch basket (equal weight): WMT, PG, KO, PEP, COST, MCD 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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