EUAD
Select STOXX Europe Aerospace & Defense ETF
Mentions (24Hr)
0.00% Today
Reddit Posts
What’s your opinion on selling All Tech Heavy Stocks soon and moving to SP500 $VOO?
Some adjustments I've made due to the challenging trade environment
What do you guys think of this basket allocation for long term investment
I literally have no idea what the play is anymore, give me your bullish plays (don’t want to here no bullsheeet)
The iShares Defense Industrials Active ETF (IDEF) is the most diversified defense sector ETF available to date.
The iShares Defense Industrials Active ETF (IDEF) is the BEST, most diversified defense sector ETF available, is actively managed, has the most robust and niche holdings unavailable in other defense ETFs. Read on for my assessment why if you are into defense, this should not be slept on.
Mentions
There are ETFs like EUAD that will give you exposure to European defense companies.
Could EUAD be a beneficiary of the upcoming withdrawal/drawdown of US involvement in NATO? Its basically been dead all year, looking for some tailwinds
Been holding EUAD for like 2 years now and it’s mostly flat nowadays Held individual defense companies and had to sell most of them because they peaked hard this year
If you're into the defense sector EUAD and SHLD are both on sale right now and have done me well previously.
I have been following the stock for a while and the P/E does seem attractive but its hard to ignore its massive run-up and the recent cooling of the arms and defense industry craze with everyone screaming to buy EUAD and now no one mentions it.
No, but EUAD, which will probably use a lot of Rheinmetall
Agree on EUAD and RTX. Also added GD. EUAD kind of stuck around $41 since June though.
In November '24 I bought BA, LMT, EUAD, ITA, and RTX. Not sorry about it either. New bet is VWO as the dollar weakens.
Neglected sector with bad balance sheets underproduces. Or a catalyst creates new demand like AI or Putin sending tanks into Europe. Rolls Royce and Rheinmetal or the $EUAD ETF. I am not European nor follow individual stocksut why not Porsche?
SHLD etf and EUAD has done nothing since January despite a new war and constant headlines about new defence spending commitments
EUAD! Love it, great time to buy in (pump my bags)
🥭 forgetting NATO countries buy our weapons and tech precisely because we're on good terms and support each other. Pulling out will be a multi-decade stain our defense industries Puts on LMT Calls on EUAD Stonks on RNMBY
EUAD & RNMBY starting their moon mission lol
I think it is a misread. I am sitting tight and beyond general beta would be adding. Everyone is going to need more arms in the next decade. I do think it's a mix of the market expecting Trump to just leave (Though we'll still need to buy missiles) and the Primes being kinda shit vendors with some awesome new start-ups looking ready to eat their lunches. LIke ANduril is clearly IPOing in the near future and they're so hooked into Washington that they'll do well. It feels bad having to double down on Raytheon etc when Anduril will probably start eating some of their lunch. That said I am betting on the theme of the sector rather than any name insofar as I can get exposure through etfs. EUAD is the interesting one to me. Haven't tracked how the Europeans keep on delaying committing to rearming.
Long RNMBY EUAD EADSY
I don't even know if some of the other forever wars are actually over. It seems like Iraq is kicking off again, for example, and 🥭 wants Kandahar airbase back as well. Long all defense ETFs PPA EUAD + BA EADSY RNMBY
EUAD is down 16% in the past 30 days. That is the one fund I thought would do better.
I think, to some extent, the EU knows it has to raise the floor on defense spending. What the ceiling will be, who the fuck knows. I’m not selling EUAD but not really eager to buy a ton more at this level.
Pulling out the majority of my positions for SGOV/HYSA Long PL, RCAT, ONDS, RTX, COP, EUAD, and some secret stocks y’all aren’t ready for
Defense is irresistible to me now: ITA PPA XAR DRNZ JEDI EUAD WDEF KRKNF AMPX
SMH SPMO VEA EUAD BLOK / IAUM BRK.B ORLY XLU DBMF, this is my investing protfolio, 50% for attack and others for stable. I'm working on this for 2 years many times modified until last month.
Full port EUAD, SHLD, OILK and RTX and delete the app
You're right if it's mostly US stocks. I mean funds like EUAD or WDEF that are primarily European defense companies.
I have admittedly been in bear mode for a while. At the start of the year, I had around 50% VT, 30% cash/bonds, 10% EUAD (European defense), 10% degenerate gambling. After the cartel flare-up in Mexico, I put most of my gambling budget into silver. Mexico makes a lot of silver. I'm down a bit, haven't given up yet. I sold the EUAD on Monday. I bought it when that sector was underpriced, and now the market has caught up. I plan to roll that money into SCHF, which has similar vibes (mid-large companies in developed ex-US). Just not yet.
Yup. I’m loaded on EUAD which contains BAE.
I hope EUAD and RYCEY do well on the European side.
Made enough money to buy a car on TGB, FCX, & EUAD. My next play is covered calls on Asian based ETFs. Was going to bet on oil leaps for after the midterms. TACO boy messed me up there. My strategy was he got his Saudi buddies to pump, to try to staunch inflation until after the midterms. That has gone out the window.
Quick scan of ETFs for the defense companies below. EUAD has all of these. I personally hold EUAD, SHLD, IGF, EMIF for global exposure to defense and infrastructure. * **Rheinmetall** – in EUAD & WDEF * **BAE Systems** – in EUAD & WDEF * **Thales** – in EUAD & WDEF * **Saab** – in EUAD & WDEF * **Rolls-Royce** – in EUAD The others mentioned in this thread here are probably in a European industrials basket. Going to look into that.
Good places to start: Metals like gold and copper, gold really only during global political instability though. Wouldn’t hold forever. International ETFs - developed world except U.S.. Country specific ETFs (specifically developed nations in Asia, as the economic center of mass has been shifting for quite some time anyway). European financial ETFs like EUFN. For a one size fits all, whole world ETFs including U.S. would allow you to hedge exposure to U.S. markets with exposure to global markets as well. Individual stocks in aerospace and defense in foreign nations or ETFs like EUAD as the globe has signaled it is moving away from U.S. weapons manufacturers out of distrust and/or high costs
There is a whole world out there. Over the past 12-months (as of Friday), measured by ETFs that follow various markets... VOO (USA)... 12.75% VXUS (Exclude USA)... 31.83% FLCA (Canada)... 32.62% FLMX (Mexico)... 53.59% FLKR (South Korea)... 131.39% These are the main ones that I follow. Also EUAD... European Defense since they will be spending to upgrade their security as the US is becoming less reliable to NATO.
i've been long on EUAD since a week before this fucker came back, it was 24$ now it's at 47$.
I like EUAD \_alot\_...it's been a big chunk of my portfolio for a full year now. I fully believe Europe in the long term is going to abandon much of their reliance on US weapons manufacturers as soon as they can, who they can no longer trust to have their back. European weapons manufacturers are likely to fill the gap, but building out that kind of manufacturing capability is going to take years, if not decades. But this is like a 5+ year play betting on long-term macro readjustments...similar to the reshoring bets. US defense I'm most bearish on for the same reason. Short-term, they'll do just fine in this current hostile environment, but long-term they have a ton of headwinds. And they're also at all time highs right now. But in the near-term, any US companies that manufacture missiles have a bit of a monopoly and are in stupid high demand atm. So they're a decent bet on the \~1 year window.
I bought EUAD, GLCR, & JXF after the election.
I think you really have to be alive to world events and opportunity, but it only works if you have a larger portfolio and you sell money losing investments quickly. I bought Rheinmetall RNMBY in 2024 because I thought Europe would continue to boost defense spending. Then I bought Airbus EADSY and a European defense fund EUAD. All have outperformed, especially RNMBY which rose by more than 400 pct. But this was in a bull market, which makes everyone look like a genius. Oil has gone up a lot, so I just sold some to buy BRK B shares. You can't do investment level research, which is one of many reasons why index funds work so well.
$GLD and $EUAD have been amazing hedges for me. Moved into then right before "liberation day"
look at European Defense ETFs like EUAD.
You couldn’t pay me enough to invest in Chinese anything. Japan and South Korea for Asia. EUAD is a European defense ETF.
I also bought some calls on EUAD and sold for a loss, but might re-enter, trump is bound to escalate the tensions just a too low hanging fruit ("bully 'weak' Europe) to garner support from his base and Europe would bd pushed to respond e.g. by shifting orders to Grippen or in general EU defense companies.
Instead of chasing "hot" sectors, consider looking at where valuations are actually reasonable right now. Healthcare (XLV) and financials (XLF) are trading at much more attractive P/E ratios compared to tech, and both have solid fundamentals for 2026. European defense (like EUAD) has also gotten a lot of attention post-Ukraine, but it's already run up significantly so you'd want to check if valuations still make sense. One thing I'd suggest: rather than just buying sector ETFs and forgetting, track the underlying fundamentals quarterly - revenue growth, margins, P/E trends. It helps you know when a sector is getting overheated vs when it's actually a value opportunity. The difference between "safe" and "actually safe" often comes down to understanding what you own beyond just the sector label.
The problem that I have with some thematic ETFs is that even with a theme working well, the holdings are almost always some degree of mixed bag: a bit of great, some good, a bunch okay and some things that are part of a theme but for whatever reason aren't working. "Although AI chips haven't been growing very good for the past year with nvidia downfall " Where is the NVDA downfall? It's up 42% in the last year. SOXX is +60%. If by NVDA downfall you mean the recent correction that was around 9-10% off the high, then I would be cautious about investing in this sort of thing. I think semi/semicap names are going to continue to benefit from the massive capex spending over at least the next year or two but it's a very volatile sector and definitely won't be a straight line higher. You want to be buying when it's been like it has recently, before the rebound like yesterday. "National defense, specifically EU," EUAD "Rare metals (currently near ATH so my safe ass will skip these)" If you're a conservative investor nothing wrong with that, but I would hesitate to recommend any of these sorts of things - all of these sorts of growth themes are going to be volatile. I own SETM in terms of strategic minerals/materials. "- Cybersecurity" I think a fair amount of names in this theme have been caught up in the selling of anything software lately. In terms of an ETF, something like CIBR. "Not looking for hidden gems, rather the safest options" I don't think these are "safe" bets if you're looking for something that isn't volatile.
Shld and EUAD should be mooning...but haven't been.
Doesn't the majority of EUAD contain some money market funds?
I bought the Poland ETF EPOL 3 times last year and again last week. It's one of my top pics. The only thing I bought on the current dip was RMBY but that is an easy trade if you turn around and sell it for a 15 pct gain. EUAD is a nice ETF as well but not buying more. I want to buy AMZN and the SKYY ETF after foolishly selling during the April 2025 dip.
EUAD is a good etf for this, I think.
EUAD if you want an ETF to cover that.
Pisses me off EUAD and SHLD are flatlining. Those are the literal fucking war machine, how can they not be constantly mooning?
VYMI, EUAD, & JXF Made money for me last year.
Could just buy VXUS (Vanguard's Total International ETF) If you wanna invest in defense & aerospace, then you can look into the following ETFs: EUAD (Europe), SHLD (US and non-US), IDEF (US and non-US), XAR (US)
EUAD if you don't want to pick one. Select STOXX Europe Aerospace & Defense ETF
EUAD if etf is your style. RYCEY and RNMBY if you want individual stocks. VEA is outperforming VXUS… it also excludes china which I personally like
I already own, XRA, EUAD, SHLD.
EUAD, the European Aerospace & Defense ETF, ran up 76% in the last 12 months. It will continue to benefit from the EU defense spending pouring into European companies like Thales, Rolls Royce, Leonardo, and BAE. EUAD is a pure EU defense fund, no external companies are included. Canada just joined the EU’s $150B S.A.F.E. defense spending loan program. Contracts are being directed to domestic suppliers. The EU is intentionally and methodically building self sufficiency. Actions have consequences. EUAD is a great way to ride along with it.
EUAD.. was a solid hit for me last year. It’s an ETF focused on European defense.. so hit right now
What do you think of the EUAD etf? I’m too lazy to rebalance.
EUAD as the European Block is beefing up their defenses. Check out the performance.
Kraken Robotics. Also investing in European defense (WDEF, EUAD, ITA, XAR)
I just go with EUAD when I want exposure.
I have invested a significant % of my portfolio per a very similar thesis for the past year. DISV, DFIC, AMKBY and VYMI were my main investments there and I am staying put with all. A different but related thesis led me to invest in RNMBY, SAABY and EUAD. I have been taking profits but I'm basically staying put there as well. If things return to normal, I will definitely lose the dollar-debasement piece of this, but so far it is hard to argue with growth that has way outpaced an SP500 or similar approach.
Made money investing in EUAD, & GLCR this year. Vanguard VPL.
i'm looking at European Airspace & Defese ETF (EUAD)
One year which is the timespan the post is referring to... And yes. About 38% VXUS, 4% EUAD, 50% VTI, 8% individual picks. I was 100% domestic and moved a good chunk at the beginning of 2025. My point is not even that the US will do worse, but that mocking people diversifying is an odd thing to do.
Opinions on EUAD im up 10% and thinking of selling
I got EUAD a year ago and has done very well. I expect it to go up.
EUAD is my choice. Since defence is pumping whenever orange makes threats to EU sovereignty
I think it’s about 7% or EUAD so yeah some exposure for sure (interesting enough 7% is about what EUAD makes of my portfolio).
EUAD has some RYCEY in it but I dont have any independently. For no reason other than I didn’t buy back when it was just a small nuclear reactor play and then I kept waiting for it to drop and it didn’t
EUAD!! Euro defense etf. Up 15% since 12/15/26
EUAD, rheinmetal, Leonardo, Thales
Yeah, last January when Trump came in office. I dumped all my US holdings at a decent high. Bought a majority of EUAD and Dollorama. Very glad to have done so.
Same here. EUAD (European Aerospace and Defense) has done very well. One thing the Europeans will absolutely do is spend more on defense over the next 3-5 years.
What bothers me the most about today is EUAD and SHLD slightly down. WTF is wrong with people? They are literal fucking Lord of War shit, the actual military industrial complex and people not buying that shit hand over fist.. NOW? In these times? Fuck that. I'm buying more today.
Fuck yeah SHLD EUAD and ITA fucking pumping.
EUAD has been very good to me since Trump took office. GDX too.
GDX and EUAD gang checking in.
Fucking fuck yeah. Jacked to tits in EUAD ITA and SHLD. The generals gathered in their masses..... Let there be war!
Don't care much if spy doesn't shit, though I do have a few puts on SPY and iwm. But need metals, miners, and ideally EUAD and SHLD to pump.
Interested in European defense tickers, as everine else in NATO would seem wise to reduce reliance on US weapon systems. I've got EUAD (ETF) and picked up some SAABY shares. What else looks good?
I have invested EUAD before, but I eventually pulled out concentrated in RNMBY and SAABY because I felt they were the best stocks in the EUAD portfolio, which I thought was dragged down by some of the non-performers.
Fuck yeah. I'm jacked to the tits in EUAD.
buy ETFs. it covers the good long term growers. Also European defense ETFs as well. EUAD is a decent one.
EUAD is one of my favorites. Should easily hit $50 this year
It's ok if euro stocks shit mostly, but my boy EUAD better not. It should pump, Europe gonna have to start pumping their military spending.
I kick myself every time I open my euro ticker because I don’t end up picking RHM as an individual stock—wish I’d bought them individually but I only hold them in EUAD. Leonardo has moved the best for my of my individual euro defense stocks for the last two weeks.
You mean EUAD, the Aerospace ETF?
vanguard international etf, european defense stocks like EUAD, global defense funds i went in on these when scott galloway was talking about a migration out of US funds into international ones over the past year, coupled with the fact that Trump point blank told nato they have to cover their own defenses. no brainer and the market has said so
SHLD is globally diversified defense and I like it a lot, but if you want strictly Europe I like EUAD
Can't believe these dumb fuckers been letting me load up on EUAD and SHLD the last several days at these prices. That shit should be up 2% a day minimum. Literal war machine.
I'm stacked to the titties in SHLD and EUAD. It's my main holding other than cash and some random little shit.