EUAD
Select STOXX Europe Aerospace & Defense ETF
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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.
Oh you want to be holding assets 100%. Personally I've tried to diversify my accounts to offset major downside risks, while raking in gains from precious metals. I'm holding VEU, IAU/GLD, GLTR, mining companies, S&P index funds, SCHD, defense etfs (including foreign ones like KDEF and EUAD), BRKB, SOXX, and large cap growth mutual funds.
Entire portfolio in PLTR RKLB BTC EUAD URA NVDA TMC RCAT And 25oz of silver Canadian collector coins Retarded or generational play?!?!
Entire portfolio in PLTR RKLB BTC EUAD URA NVDA TMC RCAT Retarded or generational play?!?
I'm taint deep in SHLD and EUAD.
EUAD, up 100% the past year, haven't rode it the whole time but got in late april
Laugh all you want up like 8k in 401k on gdxu, pslv, jnug, EUAD, etc... Up 4k in gambling on silver calls even with puts down.
I think it's a somewhat better bet in Europe where they have to really spend significant money on that now but things like EUAD etf up 95% (vs the US-centric ITA up 59%; there's also the global SHLD up 99% in the last year, probably in decent part because of the weighting to PLTR) in the last year
EUAD has been ripping the last 2 weeks tbf
EUAD is also interesting and EU based. Main reason is because Europe is rearming due to the situation in russia
Right now rich guys are propping things up in the US. Buy foreign issues. When/if the country goes under your money isn’t worth anything anyway. I’ve got lots of canned goods & dried beans in my cupboard. Next purchase will be portable solar panels as without work I may not be able to keep my house. EUAD, EWJ are decent money makers for me. In 2025 overseas markets out performed the US.
I'm moderately invested in metals, EUAD, SHLD, and some small puts here and there for fun. Lot of cash.
I have EUAD and will be holding long term
EUAD - aerospace and defence
See also the EUAD. I bought it last January after Trump's inauguration and his first actions but sold at October/November for some good profit.
EUAD (European defense ETF) VDE (Vanguard Energy ETF) SPDR (select energy ETF) AGMI (Silver ETF) PPLT (platinum ETF) 20% each
I love the laughable, outrageously in your face stock manipulation. "Guise, defense companies make too much money." "Loljk spending more money on defense." Glad I have a shitload of EUAD and shld.
It was very irrational. I was literally rolling on the floor and laughing at all the panic selling, while I was scooping up some great deals on NVDA. I'm still laughing at all the people who sold S&P500 index funds for things like VXUS and EUAD etc
EUAD a safer bet than metals right now. I got out of most of my metals today, will buy back in next dump. But I'm full steam ahead on defense ETFs.
Buy EUAD every time 🥭 goes hyper focuses on ukraine peace. It crashes every single time just to rebound higher when the talks inevitably fail.
My EUAD and my KDEF calls are printing! Starting to scale out today!
EUAD - European Aerospace and Defense ETF
EUAD for European defense stocks. Up 78% in 2025. Will go higher as European countries continue to rearm while moving away from unreliable US policies.
Yeah I'm balls deep in EUAD now, gonna invest more tomorrow.