11 assetsLow risk1d

Aerospace Maintenance Edge

Bet on airplane maintenance companies that airlines must buy from forever.

By Amaltash Advisors LLCAutomated, rules-basedVersion 2

Investment thesis

This strategy captures the non-discretionary maintenance economy behind every aircraft in the sky. With 28,000+ commercial planes flying globally and a 15,000-unit delivery backlog at Boeing and Airbus, the installed fleet is both growing and aging — driving record demand for engine overhauls, proprietary replacement parts, and certified components that airlines are legally required to buy. The strategy anchors in engine OEMs like GE Aerospace and RTX that earn more servicing engines over 20-30 year lifespans than from the original sale, layers in sole-source aftermarket suppliers like TransDigm and HEICO with 50%+ margins and no generic alternatives, and adds emerging aerospace plays for growth upside. A sector-wide regime filter trims riskier positions during aerospace downturns while core holdings stay invested through their contracted maintenance revenue. Monthly rotation drops the weakest momentum name and replaces it with the strongest, letting compounders run. Built for investors who want exposure to a sector where demand is legally mandated, not discretionary.

How it works

  1. Focuses on companies that service and maintain aircraft engines and parts

  2. Airlines legally required to buy specific replacement parts and overhauls

  3. Automatically rotates between strongest and weakest performers monthly

  4. Reduces positions when the whole aerospace sector is struggling

Works best when

  • When airlines are flying more planes and need more maintenance work
  • When the aerospace sector is generally healthy and stock prices rising
  • When demand for replacement parts stays steady month after month
  • When the overall market isn't in panic mode

Watch out for

  • When airlines suddenly cut back flying (recession, pandemic, fuel crisis)
  • When the entire aerospace sector falls out of favor with investors
  • When a major supplier has a scandal or loses a big contract
  • When the stock market crashes and investors dump everything indiscriminately

Performance

Backtested

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Hypothetical backtest results, risk numbers and stress-test outcomes are shown only to signed-in investors, after the advisory fee and alongside the S&P 500. Backtested results are not returns any account earned.

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Track record

Strategy created
May 18, 2026
Current version
Version 2
since Jun 29, 2026
Live track record
Not yet
no combined account history

Portfolio

11 holdings · target weights for version 2, as of Jun 29, 2026. Actual positions vary with signals.

Aircraft engines & engine parts25%Electronic & other electrical equipment (no computer equip)18%Rolling drawing & extruding of nonferrous metals15%Aircraft parts & auxiliary equipment, nec8%Electrical industrial apparatus7%Aircraft & parts7%Other20%
HoldingSectorTarget weightMarket cap
GE
GE Aerospace
Electronic & other electrical equipment (no computer equip)
18%
$312.44B
RTX
RTX Corporation
Aircraft engines & engine parts
17%
$264.27B
HWM
Howmet Aerospace Inc.
Rolling drawing & extruding of nonferrous metals
15%
$77.84B
TDG
TransDigm Group Incorporated
Aircraft parts & auxiliary equipment, nec
8%
$62.82B
HEI
HEICO Corporation
Aircraft engines & engine parts
8%
$43.44B
WWD
Woodward, Inc. Common Stock
Electrical industrial apparatus
7%
$17.95B
TXT
Textron, Inc.
Aircraft & parts
7%
$13.47B
KTOS
Kratos Defense & Security Solutions, Inc. Common Stock
Guided missiles & space vehicles & parts
7%
$7.75B
AXON
Axon Enterprise, Inc. Common Stock
Ordnance & accessories, (no vehicles/guided missiles)
7%
$34.38B
ACHR
Archer Aviation Inc.
Aircraft
6%
$3.34B
ITA
iShares U.S. Aerospace & Defense ETF
—
0%
—

Risk & rules

The automated rules that limit losses.

Per-position rules
Varies by holding · closes one position
Stop loss 12% to 18%Take profit 50%Leverage None

Stops trigger on the next available price. A price gap, overnight or in a fast market, can fill well below the 12% level.

Stress tests

Ten difficult markets, chosen in advance. Eight replay real trading days; two are modelled stand-ins.

MarketMethodResult
The Bull Run of 2016–17ModelledSign in to view
The 2020 ReboundReplaySign in to view
The 2022 SlumpReplaySign in to view
The COVID CrashReplaySign in to view
The Christmas 2018 ScareReplaySign in to view
The Year That Went NowhereModelledSign in to view
The Wild Swings of Late 2022ReplaySign in to view
The Quiet YearReplaySign in to view
The Magnificent Seven YearReplaySign in to view
When Tech Handed Over to OilReplaySign in to view

Fees

Licensing fee
None
Advisory fee
Up to 1.00% a year
On deployed capital, billed on your balance
Advisory fee on $10,000 at the maximum rate
1 year
$100
3 years
$300
5 years
$500

Assumes the balance stays at $10,000. Spreads and regulatory fees may also apply.

Documents

Form ADV Part 2ASEC ↗Form CRSPDF ↓Strategy prospectusSign in

Important information

Risk Disclosure: Trading in financial instruments involves substantial risk, including the possible loss of your entire investment, and may not be suitable for all investors. Prices can be affected by external factors such as financial, regulatory, or political events. Trading on margin or with leverage increases potential losses. Past performance is not indicative of future results.

Not Financial Advice: The information provided on this platform is for informational purposes only and does not constitute investment, financial, or trading advice. We do not recommend any particular trading strategy or instrument. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.

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