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%)
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
