High20s–40s

AI Megatrend Portfolio

A forward-looking portfolio investing in the long-term growth of artificial intelligence and related technologies

Expected Return

12-18% annually

Expected Dividend

0.5-1% annually

Rebalancing

Monthly

Asset Allocation

AIQ (30%)

CHAT (25%)

ROBO (20%)

BOTZ (15%)

DTEC (10%)

AIQ

AI & technology ETF — largest AI-focused ETF

30%

CHAT

Generative AI — 42 core companies

25%

ROBO

Robotics and automation

20%

BOTZ

Global robotics and AI

15%

DTEC

Diversified disruptive technology

10%

Advantages

✓Exposure to the AI megatrend
✓Decades of growth potential
✓Access to cutting-edge innovation

Risks

!High volatility
!Bubble risk
!Concentration in technology sector

Allocation by Investment Amount

If investing $1,000

AIQ$300

CHAT$250

ROBO$200

BOTZ$150

DTEC$100

If investing $5,000

AIQ$1500

CHAT$1250

ROBO$1000

BOTZ$750

DTEC$500

If investing $10,000

AIQ$3000

CHAT$2500

ROBO$2000

BOTZ$1500

DTEC$1000