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Strategies & Market Trends : Young and Older Folk Portfolio

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jritz0
peterad
From: Rincon v2.010/6/2025 5:18:45 PM
2 Recommendations   of 23102
 
Added AeroVironment ( AVAV) to my drone+aerospace momentum portfolio today. It joins KTOS and RKLB, plus long established positions in LMT and RTX. What I like about this sector, as opposed to quantum computing, is that they have revenue. They have hundred million dollar military contracts and are producing actual products and services for substantial clients in an essential and cutting edge niche. This is only the beginning, plenty of potential. KTOS and RKLB are full+ positions. I’m building AVAV.
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