Posted: 3/31/2026 11:51:02 PM EDT
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I have some Lockheed Martin which I’m up 43% on, and some Palantir which is slightly down. Also What are some other good defense stocks to add to the portfolio? I won’t be going heavy. Have a mix of VOO, GGG, and some speculative like BNZI, HURA, and KULR. I figure there is going to have to be some replacement of spent munitions from Iran and Trump wanting to build up the military some more, so maybe some good and steady growth over the remainder of his term. Perhaps foreign orders as well. |
The duty of a patriot is to protect his nation from its government.
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
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Why not a defense or aerospace mutual fund to avoid the risk of owning individual stock(s)? Seems a good bet in the short-medium term since this administration is big on defense spending, munitions are being consumed at a high rate, and warp speed developments in drones and counter drone systems will be a thing for the foreseeable future. |
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Originally Posted By Morgan321: Why not a defense or aerospace mutual fund to avoid the risk of owning individual stock(s)? Seems a good bet in the short-medium term since this administration is big on defense spending, munitions are being consumed at a high rate, and warp speed developments in drones and counter drone systems will be a thing for the foreseeable future. Yeah that whole first post thing has me thinking. |
The duty of a patriot is to protect his nation from its government.
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
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Originally Posted By grendelbane: Consider how effective drones have been. ONDS is an example of one company in this field. Highly speculative so size positions accordingly. I have been looking @ putting some money into different companies in the drone field. A lot that I have found are private. I have been on the fence between SWMR or KTOS. KTOS is 1.1% of ITA (first post recommendation). |
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Originally Posted By CampFireChef: I have been looking @ putting some money into different companies in the drone field. A lot that I have found are private. I hold some Red Cat / $RCAT. They’re pre GAAP profitability but they have some pretty cool tech. Their market cap is only around $1.5B so with some decent contracts they should have plenty of room to run. |
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Originally Posted By Procat: I hold some Red Cat / $RCAT. They’re pre GAAP profitability but they have some pretty cool tech. Their market cap is only around $1.5B so with some decent contracts they should have plenty of room to run. Yes, I am short puts on RCAT. 😃 |
| I dipped my toes and bought 10 shares of ITA. |
The duty of a patriot is to protect his nation from its government.
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
"I would remind you that extremism in the defense of liberty is no vice! And let me remind you also that moderation in the pursuit of justice is no virtue!"
