I just closed my entire $DFEN (+0,05%) position after a very good ride last year, switching it with the new $IVDF (-0,54%) because the VanEck ETF is currently too exposed to $PLTR (+4,96%) 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 $IVDF (-0,54%) has a very cool and balanced composition ($RKLB (-6,89%)
$KTOS (-0,62%)
$AVAV (+0,04%)
$LDOS (+0,88%) 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 (+0,52%) last year, then I decided to go completely on $DFEN (+0,05%) until today).
NOT FINANCIAL ADVICE!!! 👀
