Very High20s–40s
Space Economy Portfolio
Investments in satellite communications, space tourism, space mining, and the broader commercial space industry
Expected Return
12-20% annually
Expected Dividend
0.3% annually
Rebalancing
Monthly
Asset Allocation
UFO (30%)
ROKT (25%)
ARKX (25%)
ITA (10%)
SOXX (10%)
Advantages
- ✓Next-generation frontier industry
- ✓Growing government and private investment
- ✓Virtually unlimited long-term potential
Risks
- !Extreme price volatility
- !Technology failure risk
- !Very long investment horizon required
Allocation by Investment Amount
If investing $1,000
UFO$300
ROKT$250
ARKX$250
ITA$100
SOXX$100
If investing $5,000
UFO$1500
ROKT$1250
ARKX$1250
ITA$500
SOXX$500
If investing $10,000
UFO$3000
ROKT$2500
ARKX$2500
ITA$1000
SOXX$1000