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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. ❗️

# Talk about money # Investment finance # Keep money # Welcome 2026 # Financial goals

1/7 Edited to

... Read moreเมื่อพูดถึงการลงทุนในหุ้นกลุ่มอุตสาหกรรมป้องกันประเทศ หลายคนอาจมองข้ามความสำคัญของธีมนี้ไปเนื่องจากความกังวลเรื่องสถานการณ์การเมืองโลกที่ไม่แน่นอน แต่จากประสบการณ์ลงทุนส่วนตัว ผมพบว่าหุ้นกลุ่มนี้มักมีโอกาสเติบโตอย่างมั่นคง แม้ในช่วงวิกฤติเศรษฐกิจหรือตลาดหุ้นผันผวน GE Aerospace เป็นบริษัทที่มีความน่าสนใจอย่างมาก เพราะนอกจากจะผลิตเครื่องยนต์สำหรับเครื่องบินพาณิชย์และการทหารแล้ว รายได้ยังมาจากการซ่อมบำรุงและอะไหล่ ซึ่งสร้างรายได้ต่อเนื่อง แม้ในช่วงที่ธุรกิจเครื่องบินพาณิชย์ชะลอตัว สถานการณ์ COVID-19 ที่ผ่านมาเป็นบทเรียนที่ชัดเจนว่าความหลากหลายในแหล่งรายได้ของ GE นั้นช่วยลดความเสี่ยงได้อย่างดี ส่วน RTX Corporation นั้นโดดเด่นด้วยระบบป้องกันภัยทางอากาศอย่าง Patriot และ Iron Dome ที่ได้รับความต้องการจากหลายประเทศทั่วโลก การลงทุนใน RTX จึงเหมาะกับนักลงทุนที่พร้อมรับความเสี่ยงด้านต้นทุนการพัฒนาเทคโนโลยีและมองเห็นภาพรวมที่รัฐบาลสหรัฐและพันธมิตรมีงบประมาณเพื่อระบบป้องกันสูงขึ้นในอนาคต ด้านกองทุน ETF อย่าง PPA (Invesco Aerospace & Defense ETF) มอบทางเลือกสำหรับผู้ที่ไม่ชำนาญการเลือกหุ้นรายตัว เพราะรวมหุ้นสายป้องกันประเทศและอวกาศไว้กว่า 60 ตัวย่อ ช่วยกระจายความเสี่ยงและจับโอกาสในวงกว้าง ทั้งนี้ ผลตอบแทนอาจไม่สูงเท่าการเลือกหุ้นเดี่ยว แต่ได้ความสบายใจและความหลากหลายในการลงทุน สิ่งที่สำคัญคือการปรับพอร์ตการลงทุนให้เหมาะสมกับสภาพเศรษฐกิจโลกและเหตุการณ์ความขัดแย้งทางภูมิรัฐศาสตร์ที่อาจเกิดขึ้นเสมอ การถือหุ้นสายป้องกันประเทศจึงเป็นแนวทางที่ช่วยสร้างสมดุลและลดความเสี่ยงจากการกระจุกตัวในหุ้นเทคโนโลยีอย่างเช่น TSM ที่อ่อนไหวต่อข่าว จากประสบการณ์นี้ การลงทุนยาวจนถึงปี 2026 และมากกว่านั้นกับหุ้นป้องกันประเทศจึงเป็นกลยุทธ์ที่น่าสนใจสำหรับนักลงทุนที่ต้องการผลตอบแทนที่มั่นคงและกระจายความเสี่ยง โดยเฉพาะในยุคที่สถานการณ์โลกเต็มไปด้วยความไม่แน่นอนและความผันผวนสูง

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