I just closed my entire $DFEN (-0,37%) position after a very good ride last year, switching it with the new $IVDF (+0,71%) because the VanEck ETF is currently too exposed to $PLTR (-2,54%) and with this structure it does not help me in my portfolio diversification (that is mainly tech, but I also believe that Palantir may not offer good earnings in 2025), while the new Invesco $IVDF (+0,71%) has a very cool and balanced composition ($RKLB (+0,57%)
$KTOS (-0,09%)
$AVAV (-0,14%)
$LDOS (+0,91%) to name few) and also a much lower TER.
From my point of view this is the best ETF for anyone looking to invest in the Defence sector at the moment (and I also had been invested on $ASWC (-0,46%) last year, then I decided to go completely on $DFEN (-0,37%) until today).
NOT FINANCIAL ADVICE!!! 👀
