NewWorldTechnologies

Tech & Defense Long-Term This wikifolio combines a long-term core portfolio with short-term opportunistic trades. The core consists of technology and defense stocks selected on fundamental criteria: strong balance sheets, revenue growth, long order backlogs and durable competitive advantages. In technology, the focus is on companies with dominant positions in semiconductors, cloud infrastructure, cybersecurity, artificial intelligence and automation. In defense, the portfolio targets established US and European contractors benefiting from rising military budgets, NATO rearmament and growing demand for drones, missiles, electronics and space systems. Companies at the intersection of both sectors – military AI, reconnaissance, satellite technology – receive particular attention. Core positions are held with a horizon of five years or more and are only rebalanced when the investment thesis changes fundamentally. In addition, a smaller part of the portfolio is used for short-term trades: earnings reactions, geopolitical events, sector rotations or technical setups within the same universe. These trades typically last days to weeks and aim to add return on top of the long-term core. The portfolio usually holds 15–25 positions. Cash is kept available for attractive entry points. Target: above-average returns over a full market cycle through participation in the winners of the technological and geopolitical transformation.