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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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2 views
Invesco Aerospace & Defense ETF is a strong long-term play, but recent gains make it overbought; I recommend waiting for a pullback. Global defense spending is rising, especially in Europe, and the potential Golden Dome project could drive a multi-year sector boom. Key holdings like Boeing, Lockheed Martin, and L3Harris stand to benefit, but valuations are stretched; Lockheed Martin offers the best value now.
