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2025 Investment Thread

dumb dumb take here: The powers that be seem CONVINCED we are going to war in 2027. Invest accordingly.
 
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Mike95060 said:
dumb dumb take here: The powers that be seem CONVINCED we are going to war in 2027. Invest accordingly.
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Not so dumb, I've done very well with SHLD.

The Global X Defense Tech ETF (SHLD) seeks to invest in companies positioned to benefit from the increased adoption and utilization of defense technology (“Defense Tech”). This includes companies that build and manage cybersecurity systems, utilize artificial intelligence and big data, and build advanced military systems and hardware such as robotics, fuel systems, and aircrafts for defense applications.
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GAJ said:
I'll take that as a hearty endorsement.

Not sure what a 10 bagger is.

I generally suck at picking individual stocks.
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I have seen the term "10 bagger" used here in the past regarding Tesla's crazy run-up a few years ago. A 1,000% return. I am a good little parrot....... Believe me, with the miniscule number of shares (60) I bought, I won't be getting rich off it. I don't care for the company or its practices; it is just a small portion of a little portfolio of stocks I play with.
 
I just picked up some SHLD; I intended to do so in late August but procrastinated - and lost. I like the fact that this one holds Rheinmetall for some European exposure.
 
900ss said:
I just picked up some SHLD; I intended to do so in late August but procrastinated - and lost. I like the fact that this one holds Rheinmetall for some European exposure.
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I was specifically thinking about Rheinmetall. The military media I keep tabs on is all in on Europe re-arming. The US pivot to the Pacific is leaving a void for European defense manufacturing. Germany and I think maybe Poland too via PGZ, will fill it.

This is my least favorite expenditure of human and natural resources FWIW. I think it's where we are going though. Yippee! /s
 
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900ss said:
I just picked up some SHLD; I intended to do so in late August but procrastinated - and lost. I like the fact that this one holds Rheinmetall for some European exposure.
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Sad to say SHLD is a good bet.

I was going to get Palantir until the BARF heads up, going instead to NVIDIA.
 
they are within 1% of each other on a 1 year chart with the advantage to EUAD
 
Mike95060 said:
I was specifically thinking about Rheinmetall. The military media I keep tabs on is all in on Europe re-arming. The US pivot to the Pacific is leaving a void for European defense manufacturing. Germany and I think maybe Poland too via PGZ, will fill it.

This is my least favorite expenditure of human and natural resources FWIW. I think it's where we are going though. Yippee! /s
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Mike, please clarify PGZ. It returns "Principal Real Estate Income Fund NYSE: PGZ" when I search. Nothing Polish defense related, it seems.
 
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Caddywumpus said:
they are within 1% of each other on a 1 year chart with the advantage to EUAD
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Fareed Zakaria just posted in his latest newsletter how Europe is putting itself on a war footing in many respects so not surprising.

Almost daily you read of "mysterious" drones appearing over Europe and incursions into NATO airspace.

I'll leave it at that.
 
900ss said:
Mike, please clarify PGZ. It returns "Principal Real Estate Income Fund NYSE: PGZ" when I search. Nothing Polish defense related, it seems.
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I think its a conglomerate Ken. The poles have been buying a ton of our stuff iirc. Im thinking it might be more cost effective for them to start production of more home grown stuff. Just a hunch.
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