MediumAges 30–60

Defense Innovation Portfolio

An investment portfolio focused on cyber defense, space defense, drones, and advanced defense technologies

Expected Return

8-11% annually

Expected Dividend

1.8% annually

Rebalancing

Quarterly

Asset Allocation

ITA (30%)

PPA (25%)

XAR (20%)

DFEN (15%)

HACK (10%)

ITA

Aerospace and defense industry

30%

PPA

Aerospace sector

25%

XAR

Aerospace and defense

20%

DFEN

Defense sector 3x leveraged ETF

15%

HACK

Cyber defense

10%

Advantages

✓Geopolitical tension driving sustained demand
✓Rapid technology innovation within the sector
✓Stable government spending as a revenue base

Risks

!Policy shifts and political change
!Defense budget cuts
!Ethical and ESG-related concerns

Allocation by Investment Amount

If investing $1,000

ITA$300

PPA$250

XAR$200

DFEN$150

HACK$100

If investing $5,000

ITA$1500

PPA$1250

XAR$1000

DFEN$750

HACK$500

If investing $10,000

ITA$3000

PPA$2500

XAR$2000

DFEN$1500

HACK$1000