Hi Guys,
Obviously no advice but if someone was looking to put 100% of their holding into defense/space ETFs and thinking about a 40/40/20 split across
ARMR/WDEP/JEDG
The thinking is it covers US defence but also a solely EU defence ETF to cover some risk. Space gains have been crazy but I don't see them stopping and offers some diversification in case everyone makes friends.
The holding represents 25% of net worth FYI