High30s–50s

Rare Earth & Critical Minerals Portfolio

Investing in rare earth elements essential to batteries, semiconductors, and green energy

Expected Return

10-15% annually

Expected Dividend

2% annually

Rebalancing

Monthly

Asset Allocation

REMX (30%)

LIT (25%)

COPX (20%)

PICK (15%)

XME (10%)

REMX

Rare earth elements ETF

30%

LIT

Lithium and battery technology

25%

COPX

Copper mining

20%

PICK

Diversified metals and mining

15%

XME

Metals and mining

10%

Advantages

✓Rising demand from electric vehicles
✓Energy transition tailwind
✓Structural supply shortage

Risks

!High price volatility
!Geopolitical risk
!Environmental regulation risk

Allocation by Investment Amount

If investing $1,000

REMX$300

LIT$250

COPX$200

PICK$150

XME$100

If investing $5,000

REMX$1500

LIT$1250

COPX$1000

PICK$750

XME$500

If investing $10,000

REMX$3000

LIT$2500

COPX$2000

PICK$1500

XME$1000