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LUX-NG

Core

Leading · 4 holdings

Lux Natural gasThe bridge fuel and the LNG export bid.

5-yr reference+104%

vs S&P 500+38%base case +66%

3-month+1.8%

Momentum100.7vs SPY, 6-mo

$10,000 reference allocation · ~5 yearspublic buy-and-hold

Natural gas

$20,400

S&P 500base case

$16,600

Asset-class reference · a liquid proxy, public buy-and-hold · ~5y to present · not Lux performance

Strategy

Natural gas is the marginal fuel for data-center power and the feedstock for a structural liquefied-export cycle. Lux owns the producers and the export infrastructure capturing that demand.The sleeve pairs the cash-flow of the producers with the growth of the export names, sized by the model’s read on relative momentum.

Preferred portfoliomodel-weighted

HoldingWeightQuadrant3-month

Natgas producersFCG

35.0%

Leading-0.3%

Henry HubNG=F

27.0%

Improving+7.5%

Natgas fundUNG

26.1%

Improving-4.1%

CheniereLNG

11.9%

Weakening+4.1%

Model output on real market data — relative strength, quadrant and momentum weighting. Rebalances daily. What it holds: Cheniere, the gas producers and Henry Hub.

Invest in Lux Natural gas.Offered to qualified purchasers and institutional investors by definitive documents.

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Figures shown are asset-class reference returns (public buy-and-hold of one liquid proxy) or model output on real market data. They are not, and should not be read as, a statement of the fund's performance, assets under management, position sizing, or realized returns. Nothing here is an offer to sell or a solicitation to buy any security. Available to qualified purchasers and institutional investors only.

An AI-driven fund. Model-driven positioning across digital assets, metals, energy and equities, published daily. Issued by Lux Industries Inc.

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Lux Fund is operated by Lux Industries Inc. For qualified / accredited investors only. Nothing on this site is an offer to sell or a solicitation to buy any security, or investment advice; any securities offering is made only by definitive offering documents to eligible investors. Positioning is model output on real market data, updated daily; it is not a statement of fund holdings, an audited track record, or a performance guarantee. Reference returns shown are the public buy-and-hold return of a liquid proxy per asset class, not Lux performance. Past performance does not predict future results. Markets carry risk of loss.