Aerospace & Power-System Equipment

Own manufacturers of aircraft, propulsion systems and stationary power equipment rather than airlines, utilities or software platforms. Aerospace production and servicing provide a complementary demand base to investment in electricity generation and critical power infrastructure. Recent pullbacks in the core manufacturers offer an entry point, although production execution and capital-spending cyclicality remain key risks. Launch basket (equal weight): GE, GEV, BA, BE, VRT, HWM, TDG, RTX Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.