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Aerospace: Raytheon, UTC and Mach 20 Weapons

Comments

  • I like Boeing, GE, and Raytheon.
  • I was for a few years, but cut it lose in 2019 or 2020 as part of a portfolio redo. I liked the holdings but was surprised BA was still (at the time) the #1 or 2 holding - not sure where it is now, but that company is hurting and IMO shouldn't be that high up on the fund.
  • beebee
    edited July 21
    FSDAX has tracked VIS (VINAX) pretty closely historically, but over the last 18 months FSDAX trails VINAX by 30%.

    How much of this is virus related?

    image

    Prior to the virus (looking back 5 years) FSDAX was out performing VINAX by 47% and from that perspective has retraced those gains to a March 2020 lows. Since March 2020 the two have moved in lock step again.

    image

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