jetcityimage
Summary
- A rare dividend opportunity has emerged, offering a mix of strong yield, growth, and resilience. I believe this setup is too good to ignore.
- Market conditions, valuation, and long-term fundamentals align to create a compelling case. This isn’t just about yield – it’s about lasting wealth creation.
- I’m positioning myself accordingly, confident in the risk-reward. These picks stand out as some of the best opportunities I’ve seen in years.
- I am Leo Nelissen and I am a buy-side financial markets analyst. I am a contributing author for iREIT®+HOYA Capital where I cover actionable dividend growth ideas.
Introduction
I just went with a very bullish title.
However, it’s not clickbait – far from it, actually.
Today, we will discuss a sector readers have mentioned in countless comments and direct messages over the past few days. That sector is the aerospace and defense sector, an area that has a big place in my portfolio, as it accounts for roughly a fifth of my entire portfolio and five individual picks.
I started accumulating these investments during the pandemic, as supply chain disruptions did a number on profitability in the sector. Essentially, I bought all of my positions on major weakness, excluding GE, which I added to my portfolio last year on a dip.
READ FULL ARTICLE HERE!
