Med-HighAges 30–50

Nuclear Energy Renaissance Portfolio

Investing in the nuclear power revival driven by AI data center electricity demand and carbon neutrality goals

Expected Return

10-14% annually

Expected Dividend

2% annually

Rebalancing

Quarterly

Asset Allocation

NLR (30%)

URA (25%)

ICLN (20%)

XLE (15%)

XLU (10%)

NLR

Nuclear energy ETF – backed by Microsoft, Amazon, and Google

30%

URA

Uranium mining companies

25%

ICLN

Broad clean energy exposure

20%

XLE

Traditional energy as a hedge

15%

XLU

Utilities sector

10%

Advantages

✓Direct beneficiary of surging AI and data center power demand
✓Aligned with global carbon neutrality policy tailwinds
✓Backed by Big Tech investment in next-generation nuclear

Risks

!Regulatory hurdles and licensing delays
!Nuclear accident risk and public opposition
!Political instability affecting energy policy

Allocation by Investment Amount

If investing $1,000

NLR$300

URA$250

ICLN$200

XLE$150

XLU$100

If investing $5,000

NLR$1500

URA$1250

ICLN$1000

XLE$750

XLU$500

If investing $10,000

NLR$3000

URA$2500

ICLN$2000

XLE$1500

XLU$1000