Med-High25s–50s

Travel and Experience Economy Portfolio

Investments in travel, tourism, experiential spending, and the recovery of hotels and airlines

Expected Return

10-13% annually

Expected Dividend

1.2% annually

Rebalancing

Quarterly

Asset Allocation

AWAY (30%)

JETS (20%)

PEJ (20%)

BEDZ (15%)

XLY (15%)

AWAY

Travel and tourism

30%

JETS

Airlines

20%

PEJ

Leisure and entertainment

20%

BEDZ

Hotels and hospitality

15%

XLY

Experiential consumer spending

15%

Advantages

✓Pent-up demand from post-pandemic recovery
✓Shift in consumer preference toward experiences over goods
✓Broad global recovery in travel

Risks

!Pandemic resurgence risk
!High sensitivity to economic downturns
!Oil price volatility impact on costs

Allocation by Investment Amount

If investing $1,000

AWAY$300

JETS$200

PEJ$200

BEDZ$150

XLY$150

If investing $5,000

AWAY$1500

JETS$1000

PEJ$1000

BEDZ$750

XLY$750

If investing $10,000

AWAY$3000

JETS$2000

PEJ$2000

BEDZ$1500

XLY$1500