07-23-2019, 05:10 AM
Thought I should post my moves here.
I've maintained my position for the moment, though as I said previously: if the merger goes through then I think I'll reduce it by quite a bit. RTN is absolutely amazing but I'm not a big fan of the UTX part. Still planning on keeping at least 50% of my RTN shares though, no matter what happens.
I've initiated a position in LHX. This will be my smaller, riskier play in the defense sector. Also keeping an eye on NOC and LMT. All 3 of these are possible places to put the money if I end up selling RTN. I do want to remain quite heavily invested in the defense sector.
I've maintained my position for the moment, though as I said previously: if the merger goes through then I think I'll reduce it by quite a bit. RTN is absolutely amazing but I'm not a big fan of the UTX part. Still planning on keeping at least 50% of my RTN shares though, no matter what happens.
I've initiated a position in LHX. This will be my smaller, riskier play in the defense sector. Also keeping an eye on NOC and LMT. All 3 of these are possible places to put the money if I end up selling RTN. I do want to remain quite heavily invested in the defense sector.