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US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index
By AJMade 31 Jul 202614 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
“Defence and space budgets are rising in the US and Europe simultaneously, I want exposure to companies that benefit from both
- How much of each
- Hand-picked amounts
- Most in one company
- 10%
- Refreshed
- Every 6 months, next 31 Jan 2027
What’s inside
14 companies. The biggest is LMT at 10%. No company can be more than 10%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 10%Rebalance: semiannual
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index
What stocks are in US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index?
It holds 14 companies. The largest are LMT, RTX, GE, GD and SAF.PA, followed by SIE.DE, NOC, BA, ENR.DE and LHX.
How has US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index performed?
−8.6% since it was made, −10.2% over the past year against +14.4% for the S&P 500, +168.5% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index weighted?
Each company's share was set individually from the data. No company can be more than 10% of the portfolio. The biggest holding is LMT at 10.0%.
Can I invest in US & European Defence & Space Leaders, Dual-Region Budget Tailwind Index?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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- US Defence & Domestic Manufacturing Index, Gov't Contract & FCF Weighted6 of the same companies, 12 in total
- Global Energy Security & Middle East Tension Beneficiaries, 20-Name Blended Index5 of the same companies, 20 in total
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
