North buys them for you.

Mass-Market Retail & Home Improvement Giants
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Oil is elevated and AI-infrastructure stocks sold off, so money is moving toward businesses with steady store traffic. These are the largest US sellers of everyday goods, off-price apparel and home-improvement products, plus the platform behind many online storefronts. Several trade well below their highs or are priced on free cash flow, which suits a defensive rotation away from tech. Launch basket (equal weight): WMT, COST, HD, TJX, AMZN, SHOP 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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