5Mes·

Armaments shares from 🇺🇸 in comparison, the last 20 years, you can see only after 10 years have the 🚀 ignited.


I only have a large position in Lockheed and a small one in RTX.


But I invest in all 5 via a savings plan 😊👍


Do you have one or two armor stocks in your portfolio?

attachment
attachment




$LMT (-0,21%)
$RTX (+0,02%)
$GD (+0,06%)
$NOC (+2,09%)
$LHX (-0,88%)

12
17 Commenti

immagine del profilo
Lockheed and Northrop at Sparplan👍🏻
4
immagine del profilo
$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. 😆
2
immagine del profilo
$LMT and $RTX in the savings plan
1
immagine del profilo
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 🤷‍♂️
1
immagine del profilo
1
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.
1
My $RTX bet just paid off big time. 31.2% in less than 6 months.
Plus 2% dividend paid tomorrow.
I’m shaving off $5k off that bet to put somewhere else.
immagine del profilo
Nope, not a fan of
immagine del profilo
@Ph1l1pp From yield?😁
immagine del profilo
@Simpson no, the Greens' arms policy 🤷‍♂️
2
immagine del profilo
I don't have one either, for moral reasons
immagine del profilo
@ScorpionfromBW then hopefully no shares in real estate companies, food manufacturers and retailers, energy suppliers, Russian companies and much more.
And be careful what is in the ETF...
4
immagine del profilo
@AlterMann Russian companies 😱 oh no. We love comparing bananas with apples. There is a difference between conscious investing and an admixture of thousands of individual stocks
immagine del profilo
@AlterMann I am not interested in etfs. I mean the targeted investment in defense stocks
immagine del profilo
together with $HII occupy positions 1-6 in my portfolio. After all, who needs diversification when you can invest in the military industrial complex?
immagine del profilo
A larger position since 2017. Bought again and again at prices below 400
immagine del profilo
Sold $RTX this week
Partecipa alla conversazione