Old-Economy Cyclical Leaders: Energy, Banks, Builders

A basket of big cyclical companies tied to the physical economy: oil, banking, housing, machinery and aircraft. Energy and some banks sit at or near highs. Housing, machinery and aircraft names trade well below theirs, with analyst targets above price. It gives cyclical exposure that no live North portfolio is built around. Launch basket (equal weight): XOM, CVX, JPM, MS, HD, CAT, BA 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.