5Mon·

Armaments shares from 🇺🇸 in comparison, the last 20 years, you can see only after 10 years have the 🚀 ignited.


I only have a large position in Lockheed and a small one in RTX.


But I invest in all 5 via a savings plan 😊👍


Do you have one or two armor stocks in your portfolio?

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$LMT (+0.04%)
$RTX (-0.27%)
$GD (-0.12%)
$NOC (+1.79%)
$LHX (-0.79%)

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17 Comments

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Lockheed and Northrop at Sparplan👍🏻
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$HII has been on my watchlist for ages. So far I've simply found other stocks more interesting and Scalable doesn't offer them as a savings plan. 😆
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$LMT and $RTX in the savings plan
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I used to have Lockheed in my savings plan, but at some point I threw it out as part of a clean-up operation.

I'm interested in Northrop, but currently have no capacity 🤷‍♂️
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I invested in $RHM when I saw all the tank donations to Ukraine.
Then, 6 months ago on $RTX since they make all the radars and some of the air defence equipment.
I missed the original war boost on $RHM but it is still up 186% in my portfolio, $RTX is already up 30% and $NOC almost 20% in just 3 months.

I missed $LMT because I thought they were having trouble with F35 and the space segment but they fixed their F35 problems.
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My $RTX bet just paid off big time. 31.2% in less than 6 months.
Plus 2% dividend paid tomorrow.
I’m shaving off $5k off that bet to put somewhere else.
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Nope, not a fan of
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@Ph1l1pp From yield?😁
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@Simpson no, the Greens' arms policy 🤷‍♂️
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I don't have one either, for moral reasons
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@ScorpionfromBW then hopefully no shares in real estate companies, food manufacturers and retailers, energy suppliers, Russian companies and much more.
And be careful what is in the ETF...
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@AlterMann Russian companies 😱 oh no. We love comparing bananas with apples. There is a difference between conscious investing and an admixture of thousands of individual stocks
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@AlterMann I am not interested in etfs. I mean the targeted investment in defense stocks
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together with $HII occupy positions 1-6 in my portfolio. After all, who needs diversification when you can invest in the military industrial complex?
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A larger position since 2017. Bought again and again at prices below 400
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Sold $RTX this week
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