Sharing for discussion, not advice.
I’ve built two public Trading 212 pies focused on European & NATO defence rearmament.
**Thesis:** Defence spending in Europe is structurally rising, with increasing focus on ISR, robotics, satcom, cyber and autonomous systems rather than just traditional platforms.
**Structure:**
• Core defence pie (platforms & integrators – BAE, Rheinmetall, Thales, Airbus, etc.)
• Satellite pie (defence tech – robotics, drones, cyber, satellite comms, AI-enabled systems)
**Risk:** High volatility, political/budget risk, thematic concentration
I’m not claiming this beats global ETFs – just sharing a conviction-based allocation while I’m young and can take risk.
Genuinely interested in, criticism, or gaps people see (especially EU/UK names I may have missed).
**Core defence pie:** [https://www.trading212.com/pies/luKR8mNceiBTmvF7QaLdi1lHxWkdx](https://www.trading212.com/pies/luKR8mNceiBTmvF7QaLdi1lHxWkdx)
**Defence tech / robotics satellite:** [https://www.trading212.com/pies/luKR8mNceiBTmvF7RCreyhbl4Vj7s](https://www.trading212.com/pies/luKR8mNceiBTmvF7RCreyhbl4Vj7s)