$Kratos Defense & Security(KTOS.US) $Lockheed Martin(LMT.US) The defense sector has completely taken off this wave; in contrast, $Red Cat(RCAT.US) and $Swarmer(SWMR.US) have fallen so much it's disheartening. I should have allocated more weight to the large caps in my portfolio, at least it wouldn't be so agonizing. 😪
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