Goodbye drone wall - hello mobile air defense close defense. Order value 9 MRD.

Skyranger and Mantis have what it takes to become the standardized FLAK tank solution within European NATO air defence. In particular due to the 35mm Oerlikon cannon which $RHM (+1.12%) has further developed. Together with the in-house AHEAD ammunition, I can't even think about what this, together with the updates in the next few years through AI, means for the expected sales.

Rebalacing

I broke the €1 million barrier around 8 months ago.

At that time, my portfolio was valued at 80% of getquin.

Since then I have invested a little $RHM (+1.12%) and $NVDA (+0.87%) but have not made any other changes.

Due to the massive rise in the price of gold and $BTC (+0.14%) and a few start-ups in which I am invested, the portfolio has become "out of balance" (current valuation 50%).

The value has risen massively in the last 8 months. Yesterday I cracked the 1.23 M€ mark.

Would you reallocate?

Currently crypto 27%, gold 26%, start-up 21%, rest ETF and a few individual stocks

Thanks for your input.

September was a successful month - my securities account climbed to 38.827 € and gained +6,19 % significantly more than the major benchmarks (NASDAQ100: +4,94 %, S&P500: +3,19 %, FTSE All World: +3,23 %). I was thus able to clearly beat the market again. 🚀

1. performance & comparison 🚀

My portfolio benefited from a balanced mix: while individual techs performed well, other sectors provided additional stability. Particularly striking: the outperformance compared to the DAX & S&P, which were comparatively weak in September.

2. my savings plans & allocation 💶

As usual, my ETF savings plans continue to run consistently - with a focus on the solid foundation of MSCI ACWI $ACWI and World Small Cap $WSML (+0.18%). In addition, capital flows monthly into Berkshire Hathaway (B) $BRK.B (-0.12%) as a flexible, defensive allocation with optional cash flow leverage in a crash scenario.

In addition to the securities, I also invested € 180 in an original oil painting by Luciano Torsi in September - a small but deliberate step into alternative real assets. I am thus adding an aesthetic, real asset with long-term value retention potential to my allocation.

3rd top mover in September ✅

The list was headed by IREN $IREN (+0.89%) (+76%), which benefited from the strong demand for AI data centers. Also American Lithium (+36 %) also showed strength. Alibaba $Baba (+35 %) made significant gains thanks to cloud growth, in-house chip development and the rejection of NVIDIA chips. Rheinmetall $RHM (+1.12%) (+17 %) continued to benefit from high defense demand, while the uranium sector (+16 %) and Crowdstrike $CRWD (+0.19%) (+14 %) also performed well.

4th flop mover in September ❌

On the opposite side Snowflake
$SNOW (+0.19%) (-5%) lost some ground as investors became increasingly critical of its high valuation - despite solid figures. Also Mercado Libre
$MELI (+1.4%) (-4 %) also suffered from profit-taking after a strong summer rally. Keyence $6861 (+0.21%) (-3 %) and Tomra Systems $tomra (-2.8 %) corrected slightly without the fundamental picture deteriorating. The month was somewhat weaker for Novo Nordisk
$NOVO B (-0.07%) (-2.2 %), which continues to struggle with political risks and patent concerns in the GLP-1 segment. Even Berkshire Hathaway fell slightly (-1 %).

5. conclusion 💡

My September shows: Diversification pays off. Individual techs like Snowflake are correcting, but satellites like IREN and Alibaba are more than compensating for this. With the savings plan on Berkshire, I remain defensively prepared should volatility increase in Q4.

❓ Question for the community:

Which value surprised you the most in September - positive or negative?

The aerial discussion about a "drone wall" continues today. There is no technology that can protect a 2500 km long border against swarms of UAVs approaching at several points simultaneously. And twice as much against electronically hardened UAVs, ballistic and cruise missiles.

The only option is to protect single, critical targets with short-range defense and destroy the enemy's ability to attack.

When the German parliament, in particular, understands that there is no other protection, the next wave of orders for Skyranger air defense and Mantis object protection will go out. $RHM (+1.12%) go out. The cycle continues.

Over the past few months, it has been a close race between $HAG (+3.1%) and $PLTR (+0.13%) who would be the first Tenbagger in my depot. It has $HAG (+3.1%) become. A stock that I added to my portfolio after the IPO out of pure curiosity with a low buy-in. I found the topics of radar and sensor technology exciting, a defense manufacturer that does not fire ammunition. I didn't expect the stock to take off like this, but then came the government's entry, the war in Ukraine, etc.

There are always different views on the subject of armaments, many in the community are in $RHM (+1.12%) or $R3NK (+2.14%) invested. At the end of the day, these companies have a right to exist, whether someone wants to invest or not is up to them.

I wish you all continued good luck with your investments.

In Q1 I had written an article about $RHM (+1.12%) Skyranger and the Herres air defense, close defense and reconnaissance. The current (purely political) discussion about a completely illusionary "drone wall" on NATO's eastern flank shows that the necessity has now been recognized both in the Bundestag and increasingly among the population. It has obviously not even been realized that rain, snow and high wind loads are still mission-inhibiting for loaded copter drones.

There are two options for defending against UAVs flying in from the Russian sphere of influence with low manufacturing costs and proportionate economic effort:

1) Destruction of production facilities in Russia and supplier countries by remote control means (Flamingo, Taurus, Neptune, Tomahawk) or sabotage.

2) Securing the endangered critical infrastructure of NATO countries through close-range air defense (stationary by Mantis or mobile by Skyranger). This applies to UAVs penetrating air-to-air defense (NATO alert rotors).

The causally more effective option 1 is not expected at the moment - but IMHO it will be discussed very soon.

Option 2 is more obvious for many reasons. I think that in 1-2 years the sight of modern (camouflaged) FLAK installations at power stations, substations, air bases etc. will still be very unfamiliar but real.

$$RHM (+1.12%) has the only suitable answer to electronically hardened reconnaissance and attack drones with Mantis and Skyranger. Together with the outstanding Örlikon 35mm cannon and the AHEAD ammunition, high sales are on the cards here.

Unfortunately, I was unable to take advantage of the last setback to 1640. I stand by my assessment that we are in year 3 of a 20-year super cycle.

Hello my dears,

as I was shocked to discover while watching today's "Presseclub". The EU, and Germany in particular, is very poorly positioned when it comes to critical infrastructure, cyber attacks and drone defense. The plan here is to improve security at all costs.

Dear all, which companies do you think should benefit from this?

@EpsEra
@Multibagger

$DRO (-2.97%)
$AVAV (-0.11%)
$ESLT (-0.93%)
$EOS (-3.22%)
$YSN (+0.26%)
$LMT (-0.66%)
$RTX (+0.48%)

$HAG (+3.1%)
$AXON (+0.6%)
$FLT (+1.05%)
$FQT (-2.6%)
$RHM (+1.12%)

Following airspace violations in Denmark and Eastern Europe, the European Union is pushing ahead with the construction of a "drone wall". What is known about the project so far.

Following several mysterious drone overflights in Denmark and repeated airspace violations by Russian drones in Eastern European countries, the EU wants to better protect its eastern flank. At the heart of the plans is a so-called "drone wall" - a defense system designed to detect, track and intercept unmanned aerial vehicles. What exactly the EU is planning, who is involved and how quickly the wall could be built: the most important questions and answers.

Who is building the drone wall?

The plans for the drone wall were presented at a video conference of EU defense ministers. The conference was mainly attended by Eastern European EU states, Bulgaria, Estonia, Latvia, Lithuania, Poland and Romania, as well as Finland. EU High Representative for Foreign Affairs Kaja Kallas, several representatives of the NATO defense alliance and the current Danish EU Council Presidency also took part. Conspicuously absent from the meeting was Germany - although security experts in this country have long warned of serious gaps in drone defense.

The EU wants to use its own financing instruments to fund this. EU Defense Industry Commissioner Kubilius spoke of a "protective shield for the eastern flank that will benefit the whole of Europe". At the same time, national defence budgets and the European defence industry are to be mobilized.

When will the drone wall be in place?

EU Defense Industry Commissioner Kubilius said in an interview with the news website Euractiv that the drone wall could be built within a year. However, EU officials do not expect the development of a comprehensive sensor network to improve airspace surveillance to be completed until the end of 2026. The development of an interception system is likely to take even longer. In the short term, additional sensors are to be installed first.

With material from the news agencies dpa and AFP

https://www.zeit.de/politik/2025-09/drohnenwall-eu-russland-drohnen-abwehrsystem-ostgrenze#wer-baut-den-drohnenwall

Dobrindt announces drone defense center

Following numerous drone sightings in Europe, the German government wants to introduce countermeasures. Interior Minister Dobrindt classifies the threat as "high" and is planning a drone defense center.

The German government wants to set up a drone defense center. This is Interior Minister Alexander Dobrindt's response to the numerous sightings of missiles of unknown origin. The CSU politician said that there was a threat that could definitely be classified as "high".

Detecting, intercepting and shooting down drones are the basis for drone defense. Repositioning is an urgent project, explained Dobrindt.

Pooling expertise

According to him, the drone defense center should bundle the competencies of the federal police, the Federal Criminal Police Office and the police authorities of the federal states. Dobrindt said he wanted to bring together expertise and initiate new research projects.

New technology for fighting drone against drone

Fighting drones with nets or by so-called "jamming" (interrupting radio signals) has limited effect, according to Dobrindt. The Minister of the Interior is focusing on developing new technologies for drone-on-drone combat: "We can't wait for others to make this available".

According to the Interior Minister, the new drone defense center is the first part of a two-pillar strategy. As the second pillar, Dobrindt announced a new version of the Aviation Security Act in order to regulate the legal basis for defense measures.

DroneVation in Vienna - Austria discusses drones & drone defense. $RHM (+1.12%)

Appropriate systems are needed for defense. The Austrian head of armaments was accordingly proud to announce that he was the first customer for Rheinmetall's Skyranger system. He was in Zurich just last week and was able to see the progress of the procurement. "I can tell you that the 3.5 cm cannon systems will arrive on time and on schedule."

Painful for the German Bundeswehr - it will have to wait longer than planned for its new Skyrangers. Austria will receive its 36 air defense turrets earlier. The German Armed Forces have selected the Pandur Evo from GDELS as the carrier platform, as the vehicle is also available in other functions in the troops.

https://defence-network.com/1-dronevation-oesterreich-diskutiert-drohnen/

$AVAV (-0.11%)

AeroVironment: Step by step towards becoming a defense tech group

One of the biggest beneficiaries of the drone trend has traditionally been the US company AeroVironment from Arlington in the US state of Virginia. Founded in 1971, the company once made a name for itself with aircraft innovations and has been taking off as a drone supplier since the 2000s. AeroVironment primarily manufactures small and medium-sized reconnaissance drones and unmanned ground vehicles. Until 2025, AeroVironment was mainly known as a drone specialist, but in May the company bought defense technology provider BlueHalo for USD 4.1 billion as part of a share swap. Thanks to this acquisition, the company is now a diversified defense company with capabilities in space, drone defense, cyber, laser weapons and satellite technology. At the end of the third quarter of the 2025 financial year, the order backlog reached a record high of USD 764 million.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Milliardendeal-Kampfdrohnen-Konzern-uebernimmt-Produzenten-von-Drohnenabwehr-article25372828.html

$FLT (+1.05%)

While AeroVironment is valued at around USD 10 billion on the stock exchange, the Canadian drone specialist Volatus Aerospace, which has also been active for many years, only has a valuation of around EUR 200 million. Despite the significant difference in valuation, Volatus has also already proven that it is compatible with NATO standards. In 2025, Volatus landed NATO contracts in the areas of education and training as well as for the delivery of reconnaissance drones. Analyst Rob Goff from Ventum Capital sees these successes as indications of further potential for NATO contracts. Media reports repeatedly refer to Volatus' bulging order pipeline.

In addition to the military sector, Volatus also offers civilian solutions, for example for monitoring infrastructure such as bridges or pipelines, through to the Condor XL transport drone, with which the company intends to carry out test flights from the end of the year to test its use in the areas of logistics and forestry. Military use of such transport drones is also conceivable in principle.

$ESLT (-0.93%)

Airborne lasers - the next generation of drone defense

While the ground-based laser weapon developed in Israel has already proven its effectiveness against drones, efforts to develop an airborne system have been intensified. The airborne laser program is being led by the Israeli company Elbit Systems. Meanwhile, the lasers developed as a defensive weapon are also being considered for offensive use.

https://defence-network.com/luftgestuetzte-laser-drohnenabwehr/

Israeli drone defense for German warships?

https://marineforum.online/israelische-drohnenabwehr-fuer-deutsche-kriegsschiffe/

Drone defense: Bundeswehr receives first interceptor drones from Argus Interception

https://www.hartpunkt.de/drohnenabwehr-bundeswehr-erhaelt-erste-fangdrohnen-von-argus-interception/

https://argus-interception.com/de/

$FQT (-2.6%) Frequentis

https://getqu.in/j9ucf2/

$AXON (+0.6%) (my dears, perhaps the Kassel-based company has a good chance)

US group Axon buys Kassel-based company Dedrone

The company Dedrone discovered a gap in the market for itself with the defense against approaching drones. With great success. Now it is being taken over by an American security company. The company site in Kassel is also set to benefit from this.

https://de.dedrone.com/

https://www.hessenschau.de/wirtschaft/us-konzern-axon-kauft-kasseler-unternehmen-dedrone-v1,dedrone-verkauft-100.html

$EOS (-3.22%)

https://esut.de/2025/08/meldungen/62305/eos-liefert-100-kw-laser-drohnenabwehr/

https://getqu.in/dd0DoN/

Echodyne launches the EchoShield Rapid Deployment Kit on the market

With the proliferation of drones in the airspace, the need to quickly deploy situational awareness zones that detect, track, identify and contain threats is increasing. The RDK is designed for quick and easy deployment of four radars for robust, high-precision hemispheric coverage. The addition of the RDK to the EchoShield portfolio creates leading positions in all areas - from fixed sites to mobile deployments (OTM) to rapidly deployable temporary missions.

About Echodyne. $NOC (-0.49%)

Echodyne, the radar platform company, is a U.S. designer and manufacturer of advanced commercial radar systems for defense, government and commercial market applications. The company combines the patented Metamaterials Electronically Scanned Array (MESA®) architecture with powerful software and machine learning to deliver highly accurate situational awareness data that locates airborne and ground-based activity with unmatched speed, accuracy and precision. Echodyne's products are proven and trusted by military, government, integrators and critical infrastructure around the world. They set a new standard for radar quality. The privately held company is headquartered in Kirkland (WA, USA) and is backed by Bill Gates, NEA, Madrona Venture Group, Baillie Gifford, Northrop Grumman and Supernal, among others. See Radar in action at Echodyne.com.

Rohde & Schwarz presents new multi-band jammer for drone defense.

(Rohde & Schwarz GmbH & Co. KG is a privately held company and therefore has no shares,)

https://www.hartpunkt.de/ardronis-effect-rohde-schwarz-praesentiert-neuen-multiband-stoersender-fuer-die-drohnenabwehr/

Hello everyone,

I am 20 years old, currently have a custody account of around CHF 37,000 with IBKR and save around CHF 600 per month.

My current statement:

• ETFs: $IWDA (+0.28%) (MSCI World), $IUIT (+0.62%) (S&P 500 IT), $IGLN (+0.03%) (Gold)
• Individual stocks: $NVDA (+0.87%) , $GOOGL (+0.5%) , $BRK.B (-0.12%) $IBKR, $RHM (+1.12%)
• 
  Cash: almost nothing

Considering:

• Selling some SWDA and also reducing some gold.
• With the capital freed up, invest more in S&P 500 / Nasdaq or in individual stocks ($MSFT (+0.31%) , $META (+0.21%) , $AMZN (+0.22%) , $NOVO B (-0.07%) ).
• Possibly also $BTC (+0.14%) slightly for more "risk-on".

My thoughts:

• MSCI World is too broad and too heavy in Europe/Japan for me, I see more long term return in the S&P 500.
• Gold is okay for safety, but maybe I don't need 10% at 20 years.
• I want more growth / oomph, I am also prepared to endure short-term fluctuations.

👉 Questions for you:

• Would you cut SWDA and weight S&P 500 / Nasdaq more instead?
• Reduce gold and increase tech or EM instead?
• Is it worth adding to Bitcoin or growth stocks like Novo Nordisk at my age in order to achieve even higher returns in the long term?
• Or would it be better to leave everything as it is and just optimize via the savings rate?

Thank you for your feedback 🚀