War Chest — Defense Momentum

momentummonthlyactivesince 2026-07-02universe: Aerospace and defense

The prompt (verbatim — this is the strategy)

You manage a portfolio in aerospace and defense. Hold the 4 names with the strongest 3-month relative strength, equally weighted, mixing primes and smaller innovators as the data warrants. Explain each move in plain English.

Hard limits enforced by a validator, not by the model: long-only; no leverage; max 30% per position.

Claude Sonnet 5

NAV

$94,924

Day change

-5.08%

Since inception

-5.08%

SPY same period

-0.48%

Strategy SPY (total return)

Current holdings

Ticker	Shares	Value	% of portfolio	Since bought
GD General Dynamics Corp	66.334	$24,851	26.2%	-0.59%
BA Boeing Company	106.592	$24,695	26.0%	-1.22%
AVAV AeroVironment Inc	141.371	$22,977	24.2%	-8.09%
RKLB Rocket Lab USA Inc	268.557	$22,400	23.6%	-10.40%
Cash		$0	0.0%

Decision log

2026-07-03 — traded (4 orders)

Starting from an all-cash portfolio, I ranked the 10 aerospace and defense stocks by their 3-month price momentum (relative strength). The four strongest performers over that period are Rocket Lab (RKLB, +53%), Boeing (BA, +9%), General Dynamics (GD, +8%), and AeroVironment (AVAV, +4%). This mix nicely blends a smaller innovative space company (RKLB), a smaller defense-tech innovator (AVAV), and two established primes (BA, GD), matching the brief's guidance to mix primes and innovators. Names with weak or negative 3-month momentum—Lockheed Martin, L3Harris, Kratos, Northrop Grumman, and Huntington Ingalls—are excluded for now. I'm allocating an equal 25% of the portfolio to each of the four selected stocks, keeping no cash on the sidelines since the strategy calls for full investment in the top four names.

Ticker	Side	Target weight	Status
RKLB Rocket Lab USA Inc	buy	25.0%	filled
BA Boeing Company	buy	25.0%	filled
GD General Dynamics Corp	buy	25.0%	filled
AVAV AeroVironment Inc	buy	25.0%	filled

Hypothetical performance. Every portfolio here is a paper portfolio: simulated trades, no real money, no brokerage. Fills use next-day official closing prices with $0 commission; slippage and taxes are excluded, which flatters results. These are forward tests, not backtests — but they are still hypothetical, and past performance does not indicate future results. Nothing here is investment advice or a recommendation to buy or sell anything.