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Gustav
@Premium_Invstor_03
1Anno·

I would like to specialize my portfolio a bit more in defense companies. What other companies are there apart from the big ones like $RHM (-0,85%) or $LMT (+1,59%) , $AIR (-1,09%) ,...

Thank you very much

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18 Commenti
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Epi@Epi
1Anno
Yes, if you don't want to "specialize a little more in defense companies" in your portfolio, then just leave it and buy something else. 🤷
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Kill_Baulitz@Johann_van_der_Smut
1Anno
Or a Defence ETF
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GHF@GHF
1Anno
The run is probably over, share prices have already risen sharply. If there are signs of a ceasefire in Ukraine, many defense stocks will fall. Personally, I think the sector is too hot to enter at the moment. 
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Georg@G_with_shares
1Anno
Renk (Can't link it directly for whatever reason) <security:n/a:DE000RENK730>
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immagine del profilo
Aric@Swamp_German
1Anno
@G_with_shares their p/e is high why do you recommend it?
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John@Transporter
1Anno
@G_with_shares Given Renk's history, I would advise against an investment.
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Georg@G_with_shares
1Anno
@Swamp_German He asked for specific companies. I answered without a rating or a recommodation. Just named it.
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Georg@G_with_shares
1Anno
@Transporter Which one do you mean?
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John@Transporter
1Anno
@G_with_shares Renk has been on the stock exchange before. A few years ago it was delisted and the shareholders were squeezed out. It was all very questionable. It was also discussed several times at the end of 2023. It's sad that nobody remembers it now.
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Filipe@fpena
1Anno
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John@Transporter
1Anno
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Phil@GiroOlaf
1Anno
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HaiRi$k@VanillaGorilla
1Anno
I think it's a sensible addition to the portfolio. I bought $RHM and <security:n/a:DE000RENK730> myself, although the latter won't last forever. I think $RHM is also a candidate for rising prices in the long term
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immagine del profilo
Dontknow@InvestRookie
1Anno
Why can't I see $DRO here? 😅
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Acacio C.@acacio
1Anno
I would like to buy some of the Korean Hanwha Defence stock (they make the wildly popular K9 self propelled guns now licensed by Poland) but have not found a way to buy it. :-(
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Dan@dzeroth001
1Anno
I am also a lmt fan
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Testo-Investor@Testo-Investor
1Anno
Train left the station a long time ago
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Donkey270@Donkey270
1Anno
Renk
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