(01-04-2022, 07:12 AM)ken-do-nim Wrote: LMT is up just 37% in the past 5 years. Great dividend, but why put it in a total return account?Diversification maybe? Scroll back a little farther on defense stocks. You probably don't like RTX much either? What if I told you it was a 30 bagger since the mid 90s? CSCO is about about a ZERO bagger for 20 years. Do you still own it? LMT has some decent long-term stats too. I don't think LMT is going to have a great year (because they said so), but all our stocks can't have a great year every year if we are diversified, when the market is normal anyway.
These are good discussions though.