Medium40s–70s
Longevity Economy Portfolio
Invests in anti-aging research, longevity science, and senior care services
Expected Return
8-10% annually
Expected Dividend
2.5% annually
Rebalancing
Quarterly
Asset Allocation
OLD (25%)
XLV (20%)
ARKG (20%)
IHF (20%)
PJP (15%)
Advantages
- ✓Demographic tailwind from aging populations
- ✓Advances in medical science
- ✓Stable and growing demand
Risks
- !Rising healthcare cost burden
- !Healthcare policy changes
- !Ethical and regulatory concerns
Allocation by Investment Amount
If investing $1,000
OLD$250
XLV$200
ARKG$200
IHF$200
PJP$150
If investing $5,000
OLD$1250
XLV$1000
ARKG$1000
IHF$1000
PJP$750
If investing $10,000
OLD$2500
XLV$2000
ARKG$2000
IHF$2000
PJP$1500