2 long stock holding 2026. Why choose this one?📈🛫🧨
🎊 the new year, who still plans to find tough stocks for Balance Portfolio for people with a lot of tech stocks or find new stock groups to portfolio? Come here. We'll take two stocks + one ETF that can grow despite the global economy's volatility. That's the defense industry stock pool. Let's see where it will be. 📈
First of all 🤚🏻, we are not cheering for war, but from a very volatile and conflict-prone global political situation throughout most regions, so we have to adjust the portfolio by putting defense stocks in it, because all countries need self-defense factors, and these stocks can always grow. Let's see stocks. ⏭️
1️⃣ GE Aerospace 🛫, an engine manufacturing company for both commercial and military airlines, which we may be familiar with, such as the F-16 Fighting Falcon used by Thailand, the Boeing 737 / 787, an aircraft used by many airlines, whose main income is not just from sales, but from maintenance, spare parts, technology transfer, so GE has grown by world aviation and air forces around the world. 🌍
2️⃣ RTX Corporation, 🚀 the US air defense giant, also has drone systems, aviation, but the most notable ones we may be familiar with are Patriot (MIM-104), a missile extraction system, and Iron Dome for close-range missile extraction. RTX will focus on safety sales that rockets will not fall head down. Focus on preventing damage, which is desirable in many countries. 🏰
3️⃣ This one, plus the PPA (Invesco Aerospace & Defense ETF) 🛡️
The funds include the defense line stocks, which are tied up since the companies that make the F22 F35, the B2, but in addition to the defense line, these companies also have a space rocket business, which will be the theme of 2026, so they get both defense and space built-in = get a big basket of stocks without choosing their own stock. 🧺
🙋♂️ who fits which one and risk 🚨
GE suits people who want the aviation stocks that airlines use, the military also grows as an aviation business, and has regular income from sales, repairs, spare parts, but the risk is that if the global economy slows down, such as Covit, which prohibits travel, the main income of GE will also disappear.
RTX is suitable for people who want stocks that grow according to the budget of the US government and other nations in self-defense, which is a high income with regular orders, but the cost is also high and the product must be developed throughout. The more hard it is, the more it must be prevented. The cost may be confused.
PPA combines friendly stocks, defensive lines and space. Whoever chooses bad stocks, there is a PPA. It does not have to sit and watch over 60-65 stocks, but the return may not fight bad stocks, and in 60 piles there may be a slow delivery and slow down the whole pile.
💭 why we will hold long 🤔
In fact, this group of stocks we kept from the beginning of 2025 because Trump won the election. Therefore, the defense stock theme may be strong because big fathers always like to do strange things. There are conflicts in each region, some of which can affect the full tech stock (this one is hush, but the stock acronym is TSM). So we see that the conflict will definitely affect the stock market. Some stocks are sensitive to the news, so they have to help spread risk and generate returns. Our goal is that it should be so long that big dad Trump has expired or longer from the global situation to fluctuate.
📣 everyone, by 2026, which long shares are planned, or which ones can be shared in the portfolio? 📣
❗️ investment is risky. The information should be studied before making an investment decision. ❗️
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