MediumAges 25–40

Millennial Consumer Trends Portfolio

Investing in the spending patterns and lifestyle preferences of Millennials and Gen Z

Expected Return

9-12% annually

Expected Dividend

1% annually

Rebalancing

Quarterly

Asset Allocation

IBUY (25%)

SOCL (20%)

AWAY (20%)

VEGI (20%)

SUBZ (15%)

IBUY

Online shopping and e-commerce

25%

SOCL

Social media platforms

20%

AWAY

Experiential spending and travel

20%

VEGI

Sustainable and plant-based food

20%

SUBZ

Subscription-based services

15%

Advantages

✓Generational wealth transfer driving new spending power
✓Digital-native consumers accelerating e-commerce growth
✓Value-driven consumption creating new market leaders

Risks

!Weakened purchasing power from student debt and housing costs
!Rapid shifts in consumer preferences and trends
!High sensitivity to economic cycles

Allocation by Investment Amount

If investing $1,000

IBUY$250

SOCL$200

AWAY$200

VEGI$200

SUBZ$150

If investing $5,000

IBUY$1250

SOCL$1000

AWAY$1000

VEGI$1000

SUBZ$750

If investing $10,000

IBUY$2500

SOCL$2000

AWAY$2000

VEGI$2000

SUBZ$1500