Med-HighAges 25-50
Battery Storage Revolution Portfolio
Focused investment in energy storage systems, grid-scale batteries, and EV battery technology
Expected Return
10-14% annually
Expected Dividend
1% annually
Rebalancing
Quarterly
Asset Allocation
LIT (30%)
GRID (25%)
BATT (20%)
TAN (15%)
ICLN (10%)
LIT
Lithium and battery technology companies across the supply chain
30%
GRID
Smart grid infrastructure for energy distribution and storage integration
25%
BATT
Battery technology and next-generation energy storage innovation
20%
TAN
Solar energy companies with integrated storage solutions
15%
ICLN
Broad clean energy exposure for portfolio diversification
10%
Advantages
- ✓Direct exposure to the global energy transition away from fossil fuels
- ✓Benefits from accelerating EV adoption and charging infrastructure growth
- ✓Grid stability demand drives consistent capital investment in storage
Risks
- !Raw material price volatility for lithium, cobalt, and nickel
- !Intense competition and rapid technology disruption in battery chemistry
- !Safety concerns and liability risks associated with battery fires
Allocation by Investment Amount
If investing $1,000
LIT$300
GRID$250
BATT$200
TAN$150
ICLN$100
If investing $5,000
LIT$1500
GRID$1250
BATT$1000
TAN$750
ICLN$500
If investing $10,000
LIT$3000
GRID$2500
BATT$2000
TAN$1500
ICLN$1000