Wartime Money
This carefully selected group of stocks focuses on the companies building modern defense systems, from aircraft to cybersecurity. These stocks are handpicked by our professional analysts based on their stable government contracts and potential to perform well during periods of global tension.
Your Basket's Financial Footprint
Market capitalisation breakdown for the 'Wartime Money' basket, showing total market cap and constituent market caps.
- Large-cap dominance suggests lower volatility and closer market tracking; performance likely leans toward stability.
- Best used as a core, long-term holding within a diversified portfolio, not as a speculative trade.
- Expect steady, long-term value rather than rapid, short-term gains; growth is likely gradual.
LMT: $113.27B
NOC: $85.54B
RTX: $232.01B
- Other
About This Group of Stocks
Our Expert Thinking
These companies benefit from consistent government spending on national security, which tends to remain stable or increase during uncertain times. Defense and security contracts often span many years, providing predictable revenue streams that can weather economic downturns.
What You Need to Know
This group includes both established defense contractors with long-term government relationships and innovative specialists in emerging areas like cybersecurity and unmanned systems. Global tensions and expanding defense budgets worldwide serve as ongoing catalysts for growth.
Why These Stocks
We've selected industry leaders with significant government contracts, technological advantages, and strategic positioning in critical defense sectors. These companies provide essential national security tools and may offer portfolio diversification as they often move independently of broader market trends.
Why You'll Want to Watch These Stocks
Recession-Resistant Revenue
Defense contractors often thrive on long-term government contracts that continue regardless of economic conditions, potentially offering stability when other sectors struggle.
Global Tensions = Growth Catalyst
Rising international conflicts and security concerns are driving increased defense spending worldwide, creating a strong tailwind for companies in this group.
The Digital Battlefield Edge
Cybersecurity and digital defense stocks in this group are positioned at the frontier of modern warfare, where nations are rapidly expanding budgets to combat evolving threats.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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