11 assetsModerate risk1d
AI Defense Shield
Bets on defense companies building AI and drone tech as military spending surges.
Investment thesis
How it works
Picks companies making AI weapons, autonomous drones, and battlefield software
Splits money across established leaders, mid-tier growth companies, and emerging pure plays
Swaps out weakest performer monthly, keeps winners compounding
Pulls back when overall defense sector weakens, rebuilds when it strengthens
Works best when
- When defense budgets are growing and geopolitical tensions stay high
- When AI and autonomous weapons are getting real battlefield wins
- When tech stocks and defense stocks both trending upward together
- When momentum is steady — winners keep winning month to month
Watch out for
- When the market suddenly crashes and investors flee risky tech stocks
- When peace talks or political shifts reduce defense spending expectations
- When a major defense company loses a big contract or faces scandal
- When the overall market turns sideways — no clear winners to rotate into
Performance
BacktestedSign in to see performance
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.
Track record
- Strategy created
- May 17, 2026
- Current version
- Version 7
- since Jun 29, 2026
- Live track record
- Not yet
- no combined account history
Portfolio
11 holdings · target weights for version 7, as of Jun 29, 2026. Actual positions vary with signals.
| Holding | Sector | Target weight | Market cap |
|---|---|---|---|
| PLTR Palantir Technologies Inc. Class A Common Stock | Services-prepackaged software | 18% | $472.95B |
| LDOS Leidos Holdings, Inc. | Services-computer integrated systems design | 17% | $17.52B |
| BAH Booz Allen Hamilton Holding Corporation | Services-management consulting services | 15% | $9.94B |
| KTOS Kratos Defense & Security Solutions, Inc. Common Stock | Guided missiles & space vehicles & parts | 8% | $7.75B |
| AVAV AeroVironment, Inc. Common Stock | Aircraft | 8% | $6.40B |
| RKLB Rocket Lab Corporation Common Stock | Guided missiles & space vehicles & parts | 7% | $37.47B |
| AXON Axon Enterprise, Inc. Common Stock | Ordnance & accessories, (no vehicles/guided missiles) | 7% | $34.38B |
| ARDT Ardent Health, Inc. | Services-general medical & surgical hospitals, nec | 7% | $1.68B |
| BBAI BigBear.ai Holdings, Inc. | Services-prepackaged software | 7% | $1.18B |
| LUNR Intuitive Machines, Inc. Class A Common Stock | Search, detection, navigation, guidance, aeronautical sys | 6% | $1.87B |
| ITA iShares U.S. Aerospace & Defense ETF | — | 0% | — |
Risk & rules
The automated rules that limit losses.
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.
| Market | Method | Result |
|---|---|---|
| The Bull Run of 2016–17 | Modelled | Sign in to view |
| The 2020 Rebound | Replay | Sign in to view |
| The 2022 Slump | Replay | Sign in to view |
| The COVID Crash | Replay | Sign in to view |
| The Christmas 2018 Scare | Replay | Sign in to view |
| The Year That Went Nowhere | Modelled | Sign in to view |
| The Wild Swings of Late 2022 | Replay | Sign in to view |
| The Quiet Year | Replay | Sign in to view |
| The Magnificent Seven Year | Replay | Sign in to view |
| When Tech Handed Over to Oil | Replay | Sign in to view |
Fees
Assumes the balance stays at $10,000. Spreads and regulatory fees may also apply.
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.