5Mês·

Defence ETF 2025 switch

I just closed my entire $DFEN (+0,19%) position after a very good ride last year, switching it with the new $IVDF (+0,69%) because the VanEck ETF is currently too exposed to $PLTR (+7,48%) 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 $IVDF (+0,69%) has a very cool and balanced composition ($RKLB (+3,49%)
$KTOS (-0,17%)
$AVAV (+1,59%)
$LDOS (+2,38%) 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 (+1,49%) last year, then I decided to go completely on $DFEN (+0,19%) until today).


NOT FINANCIAL ADVICE!!! 👀

07.01
Invesco Defence Innovation ETF logo
Comprado em € 5,28
8
10 Comentários

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Good Point! I am considering $IVDF
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Interesting just worried a bit since fund is only 6m and it's still a very new ETF
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@investingbeginner certainly the size of the fund is small, but it is just over 2 months old and the issuer is Invesco, the fourth largest ETF provider in the world, so I wouldn't worry about that
@doks just checked it in Trade republic, for some reason the holding companies are different. They have "Red Cat" , "Boeing" and other companies as holdings, even double checked the ticket $IVDF and WKN: A40J95
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@investingbeginner you are right!

They just updated composition: https://www.invesco.com/uk/en/financial-products/etfs/invesco-defence-innovation-ucits-etf-acc.html

Now:
$RCAT 3.42%
$ESLT 3.11%
$277810 3.05%
$KTOS 3.02%
$BRKR 2.82%
$AVAV 2.81%
$HXL 2.78%
$BA 2.75%
$RKLB 2.74%
$HO 2.70%
I agree $IVDF is better than $DFEN 's excessive exposition to $PLTR. But among the ETFs on innovative defence, why did you prefer $IVDF over $ASWC? Any thoughts about their compositions? The holdings of $IVDF seems to me more volatile, and to have had a sudden surge in the last months, rather than a steadier increase as those of $ASWC.
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@Naidala also $ASWC has a nice $PLTR exposition and I wanted to avoid it to not overlap my main US tech portfolio
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