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Medium30s–60s

Supply Chain Resilience Portfolio

Investments in supply chain diversification, logistics automation, and reshoring trends

Expected Return
연 8-11%
Expected Dividend
연 1.8%
Rebalancing
Quarterly

Asset Allocation

SUPL (25%)
XLI (20%)
IYT (20%)
ROBO (20%)
PAVE (15%)
SUPL
Supply chain management
25%
XLI
Industrials
20%
IYT
Transportation and logistics
20%
ROBO
Logistics automation and robotics
20%
PAVE
Infrastructure
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

Related Content

Principles of Asset Allocation
Investment Guide
Rebalancing Strategy
Strategy Guide
What is Rebalancing?
Basic Concept

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