North buys them for you.

High Free-Cash-Flow Yield Large Caps
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The tape is choppy, with the Nasdaq 100 well off its high and breadth weak. Investors are favoring companies that turn sales into cash at a high rate relative to their market value. This basket holds large caps with some of the highest free-cash-flow yields in the sheet and modest forward multiples. The aim is to own cash generation, not narrative. Launch basket (equal weight): INTU, CRM, UNH, UBER, IBM, QCOM, HD, MRK 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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