Medium30s–60s

Healthcare Innovation Portfolio

Invests in medical breakthroughs including AI diagnostics, gene therapy, and anti-aging technologies

Expected Return

9-12% annually

Expected Dividend

1.5% annually

Rebalancing

Quarterly

Asset Allocation

XLV (25%)

ARKG (20%)

IBB (20%)

IHI (20%)

XBI (15%)

XLV

Broad healthcare sector coverage

25%

ARKG

Genomics revolution

20%

IBB

Biotechnology

20%

IHI

Medical devices

20%

XBI

Biotech SPDR

15%

Advantages

✓Tailwind from aging populations
✓AI-driven medical innovation
✓Defensive sector characteristics

Risks

!FDA regulatory hurdles
!Clinical trial failures
!Healthcare policy changes

Allocation by Investment Amount

If investing $1,000

XLV$250

ARKG$200

IBB$200

IHI$200

XBI$150

If investing $5,000

XLV$1250

ARKG$1000

IBB$1000

IHI$1000

XBI$750

If investing $10,000

XLV$2500

ARKG$2000

IBB$2000

IHI$2000

XBI$1500