North buys them for you.
Travel, Commerce & Payment Platforms
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These businesses facilitate consumer transactions through travel marketplaces, mobility networks, merchant software and payment infrastructure rather than manufacturing the goods being purchased. Following the technology pullback, the basket offers a way to own digital commerce infrastructure across distinct spending channels. The shared opportunity is continued migration toward platform-mediated transactions; weaker consumer spending and regulatory pressure remain key risks. Launch basket (equal weight): BKNG, UBER, SHOP, V, MA, ABNB, MELI, PYPL 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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