Medium30s–60s

Water Scarcity Portfolio

Investments in water treatment and infrastructure to address growing global water scarcity

Expected Return

7-10% annually

Expected Dividend

2% annually

Rebalancing

Quarterly

Asset Allocation

PHO (30%)

CGW (25%)

FIW (20%)

PIO (15%)

XLU (10%)

PHO

Water resources ETF

30%

CGW

Global water industry

25%

FIW

Water industry index

20%

PIO

Global water infrastructure

15%

XLU

Utilities

10%

Advantages

✓Essential resource with inelastic demand
✓Structural tailwind from climate change
✓Government infrastructure investment

Risks

!Heavy dependence on policy and regulation
!Geographic concentration risk
!Limited growth ceiling in mature markets

Allocation by Investment Amount

If investing $1,000

PHO$300

CGW$250

FIW$200

PIO$150

XLU$100

If investing $5,000

PHO$1500

CGW$1250

FIW$1000

PIO$750

XLU$500

If investing $10,000

PHO$3000

CGW$2500

FIW$2000

PIO$1500

XLU$1000