Sergiu Andrei Niga @Sergius95: "❗️❗️The European defense sector suffered..."

Italy

Edited

❗️❗️The European defense sector suffered a sharp slowdown today, probably also as a reaction to the excellent meeting that took place yesterday between European leaders Trump and Zelenksy. We all hope that peace will be achieved as soon as possible, however a possible truce could reduce the turnover of defense companies, so we shouldn't be too surprised. Since the beginning of the year, $LDO.MI (Leonardo SpA) $RHM.DE (Rheinmetall AG) $BAB.L (Babcock International) have seen a real surge, and in my opinion it will continue to increase even more on the long run, because the 5% of GDP that the European Union intends to dedicate to the defense sector somewhere must go. In the short term, however, strong corrections can occur, that's why we must act with discipline and rationality, having clear ideas of what we own in the portfolio. Diversification once again proved to be the winning key, and thanks to $ISP.MI (Intesa Sanpaolo Group) and $VOW3.DE (Volkswagen AG) we minimized the damage. Copy trading is not investment advice - capital at risk - past performance does not guarantee future results