My US Company Defense Portfolio, Dec. 29, 2025– A 2026 Starter Portfolio With Dry PowderEight core contractors, three option‑sized satellites, and 30% cash to exploit better entry points in a rearming worldBill CaraDec 30, 2025∙ PaidShareContinue reading this post for free, courtesy of Bill Cara.Claim my free postOr purchase a paid subscription.Previous