North buys them for you.

High Free-Cash-Flow Yield Large Caps
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This basket holds large, established companies that the fact sheet shows converting a high share of their market value into free cash flow. Their yields run from about 5% to nearly 8%. It is a valuation-led theme that cuts across sectors, which suits a market that is down from its highs and rotating away from pure AI beta. It does not depend on one catalyst. Launch basket (equal weight): BKNG, UNH, UBER, CVX, IBM, PEP, QCOM, HD 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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AI portfolios against QQQ since launch
All 1,051 portfolios: 47% beat QQQ, median −0.4pp · since launch vs QQQ
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