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Strategies & Market Trends : Young and Older Folk Portfolio
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From: Rincon v2.012/20/2025 1:23:01 AM
2 Recommendations

Recommended By
chowder
stockpickeron

   of 23772
 
Earlier this year we discussed funds that track European defense companies. (Or was it SA?) EUAD and DFNS were mentioned. On December 1st Canada joined the €150B European SAFE (Security Action for Europe) program to procure national defense systems from EU companies. US companies are likely to suffer.

The chart shows EUAD, DFNS, and VOO at the bottom, year to date. Nice returns and likely to continue.

DFNS is a VanEck fund which also contains US companies. EUAD, the top line, is purely European.

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