Good morning to all Getquiners,

Today I would like to share with you my train of thought and the associated changes in my portfolio...

What my portfolio looked like:

Predominance of quality stocks like Siemens, Airbus, Telekom etc.

Small part in the FTSE World

With a small weighting in warrants and Bitcoin

Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...

My portfolio in the future, partly already today (currently in the process xD):

Predominantly riskier stocks with higher growth rates such as $RKLB (+1,47 %) , $IOS (-1,04 %) ...

Increase of the $BTC (-3,29 %) Bitcoin position to approx. 30% of the portfolio...

Approx. 15% of the portfolio in warrants...

If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:

I currently have on the WL

$TTR1 (+0,98 %) , $VSAT (-1,21 %) , $ENR (-1,68 %) , $VWS (-4,16 %) , $GEN (+0 %) , ($GOOGL (+0,48 %) )

Target:

20%+ p.a. & save for a future house purchase

Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...

Could you let me know what you think of this approach?

HG Kleinanleger 😊

Politics & Megatrend

🧠 Trump administration massively pushes ahead with space commercialization

🔋 NASA (under Sean Duffy) accelerates lunar reactor project

🌌 Space Race 2.0 with China & Russia sparks new momentum

📈 S&P Aerospace & Defense Index +33% YTD - clearly outperforms S&P 500

📊 UBS sees space sector at $800 billion (2030) - Morgan Stanley even $1 trillion (2040)

Top stocks in the space boom 2025

🔥 Firefly Aerospace $FLY

🚀 IPO in August 2025: $45 per share | $868 million raised

🛰️ Successful moon landing with Blue Ghost probe in first attempt

💼 Order backlog: $1.1 billion | NASA deal worth $176.7 million until 2029

🔧 Partnership with Northrop Grumman strengthens technology confidence

🛰️ Rocket Lab $RKLB (+1,47 %)

📈 Share price from $5.55 → $44 - thanks to event-driven rallies

🛰️ Electron launch #69 on August 5: QPS-SAR-12 precisely in orbit

🔁 Contract with iQPS: 9 launches - 4 more by the end of 2026

🛠️ Neutron rocket in development for medium-lift market

📶 AST SpaceMobile $ASTS (-0,48 %)

📱 First direct-to-phone satellites active - no device adaptation necessary

📡 Cooperation with AT&T, Verizon - against dead spots & for global coverage

📃 3,650+ patents secure technological leadership

🌍 Acquisition of S-band rights (ITU): global frequency network massively strengthened

📊 Target: 120 Mbit/s broadband via satellite for every smartphone

💰 Viasat $VSAT (-1,21 %)

🧩 Value play with turnaround character | Activist calls for split-up

🔬 DAT division with ~$50 value per share as hidden gem

📡 ViaSat 3 satellites launch global internet offensive

📈 William Blair sees "Outperform" with doubling potential

📉 Forward sales multiple: only 0.43 (!) - cheapest pick in the universe

⚛️ BWX Technologies $BWXT (-2,34 %)

🔋 Leading in nuclear propulsion for the moon & deep space

📜 Favorite for NASA lunar reactor tender (100 kW fission power)

🔧 Order backlog: $6 billion | +70% YoY

🧠 Partnership with Lockheed Martin strengthens position

🎯 Focus on nuclear solutions for security, energy & medicine

📊 ETFs for all-in-one exposure

🛰️ ARKX - ARK Space Exploration ETF $ARKX

🛡️ iShares Aerospace & Defense ETF $ITA (-1,04 %)

🚀 SPDR S&P Aerospace & Defense ETF $XAR (-1,42 %)

📡 Global X Defense Tech ETF $SHLD

🛠️ U.S. Global Aerospace & Defense ETF $WAR

⚠️ Risks in the orbit

🛰️ Rocket launches remain risky & costly

💥 SpaceX pushes down prices → Margins under pressure

📉 Regulatory hurdles & high capital requirements

🌌 Complex technology = high susceptibility to failure

🧭 Conclusion: The new investment galaxy

💡 Space is no longer science fiction, but a real growth market

📈 Early investments could generate exponential upside

🎯 Best strategy: combination of selective moonshots & ETF diversification

🛸 The new space race has begun - and the winners have not yet been determined

Goes on my "read me in sometime" list