Vladimir Putin invades Ukraine and sabre-rattles about nuclear weapons. Xi Jinping says he wants his military to be ready to invade Taiwan by 2027. Then there’s Iran and North Korea. Both implacably dislike the U.S. and are formidably armed.
You see, then, why I think defense stocks are timely now. In my model portfolio (the stocks I own for most clients), three of the 25 slots are currently reserved for defense stocks.
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