MediumAges 25–50

Mental Health & Wellness Portfolio

Investing in mental health, digital therapeutics, and wellness platforms

Expected Return

9-12% annually

Expected Dividend

1% annually

Rebalancing

Quarterly

Asset Allocation

WELL (30%)

ARKG (20%)

XLV (20%)

TDOC (15%)

EDOC (15%)

WELL

Wellness-focused ETF

30%

ARKG

Digital health innovation

20%

XLV

Broad healthcare sector exposure

20%

TDOC

Telehealth and virtual care

15%

EDOC

Digital health and e-medicine

15%

Advantages

✓Growing social awareness and destigmatization
✓Rapid digitalization of healthcare delivery
✓Expanding demand for mental health services

Risks

!Regulatory changes in healthcare policy
!Insurance coverage uncertainty
!Patient data privacy concerns

Allocation by Investment Amount

If investing $1,000

WELL$300

ARKG$200

XLV$200

TDOC$150

EDOC$150

If investing $5,000

WELL$1500

ARKG$1000

XLV$1000

TDOC$750

EDOC$750

If investing $10,000

WELL$3000

ARKG$2000

XLV$2000

TDOC$1500

EDOC$1500