Med-High25s–50s
Robotics & Automation Portfolio
Investing in industrial automation, service robotics, drones, and robotic technologies
Expected Return
10-13% annually
Expected Dividend
0.7% annually
Rebalancing
Quarterly
Asset Allocation
ROBO (30%)
BOTZ (25%)
RBOT (20%)
ARKQ (15%)
IHAK (10%)
Advantages
- ✓Addresses global labor shortages
- ✓Productivity gains across industries
- ✓Fourth industrial revolution exposure
Risks
- !Job displacement concerns affecting regulation
- !High upfront capital costs
- !Technology dependency
Allocation by Investment Amount
If investing $1,000
ROBO$300
BOTZ$250
RBOT$200
ARKQ$150
IHAK$100
If investing $5,000
ROBO$1500
BOTZ$1250
RBOT$1000
ARKQ$750
IHAK$500
If investing $10,000
ROBO$3000
BOTZ$2500
RBOT$2000
ARKQ$1500
IHAK$1000