Charlie (@RIR119) en getquin

9Lun·

After MSC, second purchase in NATO defense companies. The FoD ETF is not exactly a dream ETF in terms of cost and size, but it is currently the best available. Target investment 10.000 €.

19.02

HanETF Future of Defence ETF

Compró 450 a 9,442 €

4248,90 €

17 Comentarios

Smudo@Smudeo

9Lun

Is there an overview of which positions are included? @RIR119

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Ronald@AlterMann

9Lun

Why didn't you pick out some individual values?

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Raymon@BlackWolf180

9Lun

I bought one the other day :)

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Rasta@portfolio_genius_234

9Lun

I also bought this a few days ago =)
Couldn't decide between Vaneck and hanetf at first.
Then decided in favor of hanetf, because I was convinced by the European defense stocks like BAE, RHM, and Thales.
It is strange that you can find different information about the allocation on the websites. For example, Palantir is included on finanzen.net but not listed among the top holdings on onvista.
The position will be expanded in any case.

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Kill_Baulitz@Johann_van_der_Smut

9Lun

I've been in it for a long time and in Vaneck's too

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Charlie H.@RIR119

9Lun

Another consideration, however, is to take a closer look at the machine tool manufacturers that supply KMW and RHM. Here $GILV is at the forefront - but with little free float.

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Testo-Investor@Testo-Investor

9Lun

I am highly satisfied with vaneck. I have the semiconductor etf! Absolutely terrific

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Gerit@Gerit

9Lun

If the NATO countries add to this over the course of the year and the 13 missing countries reach 2%, there should still be something in it, I looked at a few presentations today, the order books are full to bursting...

But it's difficult to assess what would be appropriate in terms of valuation...

Everything up to 2027 should be priced in by now, right?

Are you also valuing the individual companies or the overall picture?

What's going on with something like RTX & LHM? 😅

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