1Yr·

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 or $LMT , $AIR ,...

Thank you very much

18 Comments

Epi@Epi

1Yr

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. 🤷

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Kill_Baulitz@Johann_van_der_Smut

1Yr

Or a Defence ETF

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GHF@GHF

1Yr

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.

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Show answer

Georg@G_with_shares

1Yr

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

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Aric@Swamp_German

1Yr

@G_with_shares their p/e is high why do you recommend it?

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John@Transporter

1Yr

@G_with_shares Given Renk's history, I would advise against an investment.

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Georg@G_with_shares

1Yr

@Swamp_German He asked for specific companies. I answered without a rating or a recommodation. Just named it.

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Georg@G_with_shares

1Yr

@Transporter Which one do you mean?

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John@Transporter

1Yr

@G_with_shares Renk has been on the stock exchange before. A few years ago it was delisted and the shareholders were squeezed out. It was all very questionable. It was also discussed several times at the end of 2023. It's sad that nobody remembers it now.

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HaiRi$k@VanillaGorilla

1Yr

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

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Dontknow@InvestRookie

1Yr

Why can't I see $DRO here? 😅

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Acacio C.@acacio

1Yr

I would like to buy some of the Korean Hanwha Defence stock (they make the wildly popular K9 self propelled guns now licensed by Poland) but have not found a way to buy it. :-(

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Dan@dzeroth001

1Yr

I am also a lmt fan

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Testo-Investor@Testo-Investor

1Yr

Train left the station a long time ago

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Donkey270@Donkey270

1Yr

Renk

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