VanEck Defense ETF A Forum | IE000YYE6WK5

6Mes·

Anyone have good suggestions on Defense stocks? I already own $DFEN (-0,47%) but i am looping for a focus in 1 company as well, european defense companys rather than american.

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6 Commenti

Marcus@All-in-or-nothing

6Mes

My choice would be clearly $BA. as most of their earnings depend solely on defense. In my opinion and after some research most of the other European defense companies are quite mixed up in their earnings structure and not as overweighted in defense earnings as the US defense companies.

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Visualizza tutti 5 ulteriori risposte

Philzy1003

@Philzy1003

6Mes·

Moin, I am currently actively saving the $HMWO (-0,16%) .

Now I would like to expand my portfolio with another "specialized" ETF. Either in the pharma or defense direction.

For pharma I would take the $WELG (+0%) for pharma. Defense would be $DFEN (-0,47%) at the start. Do you see anything problematic about them and which one would you personally prefer?

Thanks in advance.

2 Commenti

Kevin E.@KevinE

6Mes

Why do you want to save in a specialized ETF?

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Carlos

@BuffetLearner

6Mes·

Hello,

I would like your opinion about the following defense ETFs: $DFEN (-0,47%) and $ASWC (-0,25%)

What you think is best for a investing period of 3 years?

Thanks.

2 Commenti

GeldOpGeld@GeldOpGeld

6Mes

Hello, that is difficult to tell. To be honest, I did not know the $ASWC. I just checked the ETF and it seems similar to the $DFEN. Both ETFs have high TER and performed well. They both reinvest the dividends. The companies and the regions they are invested in are similar. I opted for the $DFEN simply because I think that the defense market will grow for the coming 5 years.

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Aric

@Swamp_German

6Mes·

Feedback sul portafoglio

What do i miss? I will add 300€ of the $DFEN (-0,47%) etf next month but i want a good dividend stock or growth stock instead of $KO (+0,04%) any suggestions?

Mabey $QCOM (-0,5%) ?