MediumAges 30–50
Circular Economy Sustainable Portfolio
Investments in recycling, upcycling, waste management, and sustainable materials
Expected Return
8-10% annually
Expected Dividend
2% annually
Rebalancing
Quarterly
Asset Allocation
CIRC (30%)
WM (20%)
ECO (20%)
WOOD (15%)
ESGU (15%)
Advantages
- ✓ESG trend alignment
- ✓Resource efficiency
- ✓Regulatory tailwinds
Risks
- !High upfront costs
- !Consumer adoption uncertainty
- !Technology transition risk
Allocation by Investment Amount
If investing $1,000
CIRC$300
WM$200
ECO$200
WOOD$150
ESGU$150
If investing $5,000
CIRC$1500
WM$1000
ECO$1000
WOOD$750
ESGU$750
If investing $10,000
CIRC$3000
WM$2000
ECO$2000
WOOD$1500
ESGU$1500