Aerospace Revolution

Revolution in Modern Day Aerospace - This is the investment idea behind this portfolio. The portfolio seeks to invest into the, in my opinion, newest trends around aviation and related sectors. The investment strategy is to profit from a potential disruption of the aerospace industry, that I believe will take place over the coming years. Businesses in this portfolio will be picked from a broad spectrum, both from the industrial sector as well as from the technology sector. I believe that new trends, including ultra light-weighted materials, sustainable fuels and AI piloting, will revolutionise the aerospace as we know it today. This revolution will also effect related sectors as for example logistics. The strategy of this portfolio is to pick the most innovative companies among both mature and young players in the industry. It is intended to keep the portfolio well diversified with various smaller positions to reduce the overall risk. Currently, the portfolio still holds a cash position of almost 50%. My plan is to increase the share of stocks to 90% over the coming months. Afterwards the portfolio will become investable.