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Defense Prime Contractors

NATO spending boom: LMT, NOC, RTX, BAE, GD — cost-plus contracts = guaranteed margins

Defense Prime Contractors

3Y
Total Return
+18.9%
3Y
Sharpe Ratio
0.21
3Y
Max Drawdown
-16.7%
3Y
Win Rate
48.3%
3Y
Alpha
-17.2%
3Y
Comp. Score *
0.09
Risk Parameters
Max Allocation4.7%
Stop Loss16.7%
Take Profit10.0%
Max DD Tolerance16.7%
Rebalanceweekly
Execution Guidance
Order TypeLimit
Entry RuleBuy on policy announcement day or day after. Backlogs are locked — dips are gifts.
TimingSAFE TO BUY. *
ScalingEnter 60% immediately on catalyst, add 40% if pullback within 2 weeks.
Positions — Vol-Adjusted Sizing
SymbolActionVol Stop LossTake ProfitSizeLinks
LMT BUY 25% 17.5% below entry 10.5% above entry 4.4% TVYH
NOC BUY 26% 17.9% below entry 10.8% above entry 4.3% TVYH
BAESY BUY 34% 23.9% below entry 14.4% above entry 3.3% TVYH
LHX BUY 23% 16.2% below entry 9.7% above entry 4.8% TVYH
RTX BUY 25% 17.4% below entry 10.5% above entry 4.5% TVYH
GD BUY 21% 14.8% below entry 8.9% above entry 5.3% TVYH
LDOS BUY 30% 20.8% below entry 12.5% above entry 3.7% TVYH
HII BUY 40% 27.8% below entry 16.7% above entry 2.8% TVYH
▶ For Passive Investors (Buy & Hold)

This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -34% drawdown to return 88% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return
36.4%
Avg 5Y Sharpe
0.24
10Y Return
87.8%
10Y Sharpe
0.23
HODL Composite
0.24
Consistency
78%
Suitable for passive
No