ETF Rebalancing Calculator

Manage US stocks, Korean stocks, and ETFs in one place and auto-rebalance to your target allocation

Real-time US & KR stock prices
Auto buy/sell calculation
Cloud sync supported
Med-HighAges 25-50

5G & Next-Generation Connectivity Portfolio

Focused investment in 5G networks, telecommunications equipment, and IoT connectivity

Expected Return
9-12% annually
Expected Dividend
1.5% annually
Rebalancing
Quarterly

Asset Allocation

NXTG (30%)
FIVG (25%)
SNSR (20%)
XLC (15%)
VOX (10%)
NXTG
Broad 5G telecommunications infrastructure exposure
30%
FIVG
5G technology companies across the entire value chain
25%
SNSR
IoT sensor and smart device ecosystem
20%
XLC
Communication services sector diversification
15%
VOX
Broad telecom sector exposure for stability
10%

Advantages

  • Exposure to critical infrastructure buildout
  • Benefits from rapid IoT adoption and expansion
  • Positioned for metaverse and connected-world foundations

Risks

  • !High capital expenditure required for 5G deployment
  • !Intensifying competition among carriers and equipment makers
  • !Regulatory and spectrum allocation uncertainty

Allocation by Investment Amount

If investing $1,000
NXTG$300
FIVG$250
SNSR$200
XLC$150
VOX$100
If investing $5,000
NXTG$1500
FIVG$1250
SNSR$1000
XLC$750
VOX$500
If investing $10,000
NXTG$3000
FIVG$2500
SNSR$2000
XLC$1500
VOX$1000