Medium30s–60s
Supply Chain Resilience Portfolio
Investments in supply chain diversification, logistics automation, and reshoring trends
Expected Return
8-11% annually
Expected Dividend
1.8% annually
Rebalancing
Quarterly
Asset Allocation
SUPL (25%)
XLI (20%)
IYT (20%)
ROBO (20%)
PAVE (15%)
Advantages
- ✓Reshoring and near-shoring tailwind
- ✓Growing demand for logistics automation
- ✓Infrastructure investment cycle
Risks
- !Rising operational costs
- !Trade conflict escalation
- !Technology transition challenges
Allocation by Investment Amount
If investing $1,000
SUPL$250
XLI$200
IYT$200
ROBO$200
PAVE$150
If investing $5,000
SUPL$1250
XLI$1000
IYT$1000
ROBO$1000
PAVE$750
If investing $10,000
SUPL$2500
XLI$2000
IYT$2000
ROBO$2000
PAVE$1500