Gustav (@Premium_Invstor

3Mon·

I would like to specialize my portfolio a bit more in defense companies. What other companies are there apart from the big ones like $RHM (+0.45%) or $LMT (+0.9%) , $AIR (-0.88%) ,...

Thank you very much

19 Comments

Rmann@Epi

3Mon

Yes, if you don't want to "specialize a little more in defense companies" in your portfolio, then just leave it and buy something else. 🤷

•

Kill_Baulitz@Johann_van_der_Smut

3Mon

Or a Defence ETF

•

GHFx@GHF

3Mon

The run is probably over, share prices have already risen sharply. If there are signs of a ceasefire in Ukraine, many defense stocks will fall. Personally, I think the sector is too hot to enter at the moment.

•

Show answer

Mihai Mihalcea@mihai_mihalcea

3Mon

Given the tension around the world, I was also looking for a way to invest in such companies. Searched for the biggest names in this field and couldn’t find an ETF that holds them.

I eventually ended up with a list of stocks and I’m just going to invest small amounts of money into each, so that monthly it would lead to say $50.

Now, I’m no financial advisor nor did I do any technical analysis on these stocks, I just wanted to create my own ‘ETF’ so to speak.

The list is: $LHX, $272210, $GD, $HO, $BA., $LMT, $RHM, $RTX, $LDOS and $NOC. Of course there are others, but this is just my list.

•

Georg@G_with_shares

3Mon

Renk (Can't link it directly for whatever reason) <security:n/a:DE000RENK730>

•

View all 5 further answers

3Mon

•

3Mon

•

3Mon

•

VanillaGorilla@VanillaGorilla

3Mon

I think it's a sensible addition to the portfolio. I bought $RHM and <security:n/a:DE000RENK730> myself, although the latter won't last forever. I think $RHM is also a candidate for rising prices in the long term

•

Dontknow@InvestRookie

3Mon

Why can't I see $DRO here? 😅

•