Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

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 2021
    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

Sign In or Register to comment.