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14 handpicked stocks

Sigh of Relief Portfolio

These companies are dedicated to giving you back your most valuable asset: time. By serving our universal desire for an easier life, these convenience-focused firms are becoming more integrated into daily routines, positioning them for sustained future growth.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Market capitalisation breakdown for the Sigh of Relief Portfolio and investor key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, more stability, and closer tracking of broad-market moves.
  • Treat this basket as a core holding for diversification, not a speculative, high-risk position.
  • Expect steady, long-term value growth rather than rapid, short-term upside; returns may be moderate.
Total Market Cap
  • AMZN: $2.37T

  • UBER: $194.01B

  • DASH: $111.91B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Time is the ultimate luxury in our busy world. This portfolio focuses on companies that have built their business models around saving customers time and effort  from on-demand delivery services to software that simplifies complex tasks. These convenience kings are riding a lasting consumer shift toward solutions that make life easier.

2

What You Need to Know

These stocks span multiple sectors but share a common goal: eliminating friction from everyday tasks. The selection includes established leaders with strong network effects, scalable technology platforms, and recognizable brands. The portfolio offers focused exposure to the growing "convenience economy" trend as part of a broader investment strategy.

3

Why These Stocks

We've selected companies that have successfully scaled their platforms and built loyal customer bases. These firms are positioned to benefit from AI advancements that are revolutionizing everything from delivery logistics to user personalization. This technological evolution is creating smarter, faster, and potentially more profitable convenience services.

Why You'll Want to Watch These Stocks

⏱️

Time Is Money (Literally)

These companies aren't just convenient—they're turning our collective time shortage into sustainable business models. As lives get busier, the value proposition of these services only gets stronger.

🤖

AI Is Their Secret Weapon

AI-powered logistics and personalization are transforming these convenience platforms, making them smarter and more efficient. This technological evolution could unlock the next wave of growth and profitability.

🌎

Global Shift You Can't Ignore

The demand for time-saving solutions isn't just a trend—it's becoming part of daily life worldwide. These companies are embedding themselves deeper into consumer routines, creating lasting growth potential.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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