Med-High20s–40s

Streaming and Digital Content Portfolio

Investments in video streaming, music, podcasts, and digital content platforms

Expected Return

9-12% annually

Expected Dividend

0.8% annually

Rebalancing

Quarterly

Asset Allocation

SUBZ (30%)

IEME (25%)

XLC (20%)

SOCL (15%)

PEJ (10%)

SUBZ

Subscription economy

30%

IEME

Media and entertainment

25%

XLC

Communication services / media

20%

SOCL

Social media

15%

PEJ

Leisure and entertainment

10%

Advantages

✓Recurring subscription revenue model
✓Global market expansion
✓Content library as durable competitive moat

Risks

!Intensifying competition among platforms
!Soaring content production costs
!Subscriber fatigue and churn

Allocation by Investment Amount

If investing $1,000

SUBZ$300

IEME$250

XLC$200

SOCL$150

PEJ$100

If investing $5,000

SUBZ$1500

IEME$1250

XLC$1000

SOCL$750

PEJ$500

If investing $10,000

SUBZ$3000

IEME$2500

XLC$2000

SOCL$1500

PEJ$1000