MediumAges 25–50

Pet Care Economy Portfolio

Investing in the pet industry, pet healthcare, and pet technology

Expected Return

8-10% annually

Expected Dividend

1.5% annually

Rebalancing

Quarterly

Asset Allocation

PAWZ (35%)

PETZ (30%)

XLP (15%)

XLV (10%)

IBUY (10%)

PAWZ

Pet care ETF

35%

PETZ

Pet industry companies

30%

XLP

Consumer staples including pet food

15%

XLV

Animal healthcare

10%

IBUY

Online pet retail

10%

Advantages

✓Pet humanization trend driving premium spending
✓Resilient and stable demand regardless of economic conditions
✓Premiumization of pet food, healthcare, and accessories

Risks

!Intensifying competition among pet care companies
!Tightening regulatory standards for pet products
!Discretionary spending cuts during economic downturns

Allocation by Investment Amount

If investing $1,000

PAWZ$350

PETZ$300

XLP$150

XLV$100

IBUY$100

If investing $5,000

PAWZ$1750

PETZ$1500

XLP$750

XLV$500

IBUY$500

If investing $10,000

PAWZ$3500

PETZ$3000

XLP$1500

XLV$1000

IBUY$1000