Gustav (@Premium_Invstor

1Mon·

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 (+2.51%) or $LMT (-0.72%) , $AIR (+3.4%) ,...

Thank you very much

19 Comments

Rmann@Epi

1Mon

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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Börse_ohne_Verstand@Johann_van_der_Smut

1Mon

Or a Defence ETF

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GHFx@GHF

1Mon

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

Mihai Mihalcea@mihai_mihalcea

1Mon

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.

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Georg@G_with_shares

1Mon

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

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VanillaGorilla@VanillaGorilla

1Mon

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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Cedric@InvestRookie

1Mon

Why can't I see $DRO here? 😅

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