Med-HighAges 25–45
EdTech Revolution Portfolio
An investment portfolio targeting online education, AI tutoring, and lifelong learning platforms
Expected Return
9-13% annually
Expected Dividend
0.5% annually
Rebalancing
Quarterly
Asset Allocation
LRNG (30%)
EDUT (25%)
ARKW (20%)
IGV (15%)
SOCL (10%)
Advantages
- ✓Lifelong learning megatrend
- ✓AI-driven personalization expanding opportunities
- ✓Global reach of digital education platforms
Risks
- !Intensifying competition among platforms
- !Content quality and accreditation concerns
- !Digital divide limiting addressable market
Allocation by Investment Amount
If investing $1,000
LRNG$300
EDUT$250
ARKW$200
IGV$150
SOCL$100
If investing $5,000
LRNG$1500
EDUT$1250
ARKW$1000
IGV$750
SOCL$500
If investing $10,000
LRNG$3000
EDUT$2500
ARKW$2000
IGV$1500
SOCL$1000