MediumAges 30–60
Blue Ocean Economy Portfolio
Investing in offshore energy, aquaculture, marine conservation, and cruise tourism
Expected Return
8-11% annually
Expected Dividend
2% annually
Rebalancing
Quarterly
Asset Allocation
OCEN (25%)
FISH (20%)
FAN (20%)
SEA (20%)
PEJ (15%)
Advantages
- ✓Exposure to the growing blue economy
- ✓Food security tailwinds driving aquaculture demand
- ✓Renewable offshore energy as a long-term growth driver
Risks
- !Stringent environmental regulations
- !Vulnerability to climate change and extreme weather
- !Geopolitical risks in key maritime regions
Allocation by Investment Amount
If investing $1,000
OCEN$250
FISH$200
FAN$200
SEA$200
PEJ$150
If investing $5,000
OCEN$1250
FISH$1000
FAN$1000
SEA$1000
PEJ$750
If investing $10,000
OCEN$2500
FISH$2000
FAN$2000
SEA$2000
PEJ$1500