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Dear Fellow Investor,
President Trump Unveils Golden Dome Plans – Here’s How to Trade It
Earlier this week, President Donald Trump unveiled a bold new initiative that could reshape the U.S. defense landscape — and unlock massive investment opportunities.
Dubbed the “Golden Dome,” the proposed system is a sweeping missile defense plan designed to protect the United States from foreign attacks, including advanced ballistic and hypersonic missile threats. While still in the early planning stages, President Trump claims the Golden Dome will be completed within three years — an ambitious timeline with a potentially massive $175 billion price tag.
The goal? To create an American counterpart to Israel’s Iron Dome, a highly effective missile defense shield that intercepts short-range projectiles before they hit populated areas. But make no mistake — this will be far bigger in scope and cost.
“While it is not yet clear what exactly the so-called Golden Dome will look like, there are significant differences in scope and scale to Israel’s shield. The Iron Dome selectively protects populated areas from short-range threats in a country the size of New Jersey; Trump wants a space-based missile defense system capable of defending a country around 450 times larger, from advanced ballistic and hypersonic missiles,” as noted by CNN.
That scale means serious investment — not just in hardware, but also in advanced aerospace technology, artificial intelligence, satellite systems, radar, propulsion, and space-based sensors. For investors, this news opens the door to a range of opportunities, particularly in defense stocks and ETFs positioned to benefit from a renewed focus on missile defense.
Here’s 3 ways to trade the announcement.
ETF: SPDR S&P Aerospace & Defense ETF (SYM: XAR)
If you’re looking for diversified exposure to the defense sector without picking individual stocks, the SPDR S&P Aerospace & Defense ETF (XAR) is an excellent starting point.
XAR holds a basket of 36 companies in the aerospace and defense industry, including top-tier defense contractors that stand to benefit directly from Golden Dome funding. The ETF seeks to replicate the performance of the S&P Aerospace & Defense Select Industry Index and comes with a reasonable expense ratio of 0.35%.
Current yield: 0.39%.
With a project the size and cost of the Golden Dome, major defense players — both prime contractors and subcontractors — will see multi-year revenue boosts. That makes diversified exposure a safer long-term play for those who want in on the trend without timing individual names.
Top holdings include Lockheed Martin, Northrop Grumman, General Dynamics, and others likely to be first in line for government contracts.
Edge on the Street
AI Healthcare Platform Approved in America's Largest Medicaid Market
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Company: RTX Corp. (SYM: RTX)
Looking for individual stock exposure? RTX Corp. (formerly Raytheon Technologies) is perhaps the most direct beneficiary of the Golden Dome initiative.
RTX is a global aerospace and defense giant with operations spanning missile defense systems, cybersecurity, and space-based warfare. The company has already signaled its readiness to support Trump’s vision.
“This is what Raytheon is exceptionally good at doing,” said Neil Mitchill, Chief Financial Officer at RTX. “We are fully prepared to support the president’s ambitions there.”
Raytheon was a co-developer of Israel’s Iron Dome and has long-standing expertise in missile interception, radar, and sensor technologies. With this track record, RTX is a top contender for leading roles in the Golden Dome’s development.
Dividend yield: 1.99%.
As global threats evolve and defense budgets swell, RTX is well-positioned not just for near-term upside, but for long-term growth tied to advanced military systems.
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Company: HEICO Corp. (SYM: HEI)
Another strong candidate to benefit from the Golden Dome initiative is HEICO Corporation.
HEICO may not be a household name, but within the aerospace and defense industry, it’s a critical supplier of parts and systems to both commercial and military customers. The company specializes in designing and producing niche products used in space, defense, telecommunications, and medical applications.
HEICO counts most major global airlines and defense contractors as customers. Its footprint in space and defense tech makes it a prime beneficiary of a national missile defense overhaul.
But there’s more.
Warren Buffett’s Berkshire Hathaway recently purchased 1.044 million shares of HEICO — a significant vote of confidence from one of the world’s most respected investors.
“Heico has significant competitive advantages driven by its long-standing relationships with key aerospace and defense customers,” said KeyBanc Capital Markets analyst Michael Leshock. “A large portion of Heico’s revenue is via LTAs [long-term agreements], which creates strong visibility and consistent revenue streams.”
While HEICO doesn’t currently offer a dividend, the company’s consistent growth, strong free cash flow, and increasing defense relevance make it a compelling pick for investors with a medium to long-term horizon.
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Are there any other aerospace/defense stocks you've got your eye on right now? Hit "reply" to this email and let us know your thoughts!
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