4Mo·
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17 Commentaires

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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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Nope, not a fan of
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I don't have one either, for moral reasons
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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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