The Truesdell Military Procurement Portfolio When the Indexes Stink

Wednesday, December 11, 2024
9:45 AM 11:00 AM 09:45 11:00

Stone Creek Grill 9676 SW 62nd Lp, Ocala, FL 34481 Ocala, FL, 34481 United States (map)

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The Truesdell Military Procurement Portfolio - An Overview

The Truesdell Military Procurement Portfolio is an investment approach based separately managed account, offering clients the flexibility to exclude holdings at their discretion. A separately managed account (SMA) is a professionally managed investment portfolio tailored to an individual investor’s preferences, offering direct ownership of securities, customization, and potential tax advantages.

A Military Procurement Portfolio portfolio is designed for investors seeking exposure to the robust and historically significant military procurement sector, which has played a pivotal role in shaping global geopolitical landscapes.

Central to the portfolio’s strategy is an appreciation of the funding history of the United States military, a cornerstone of national security and technological innovation. From early defense appropriations to contemporary budget allocations, the U.S. military has consistently driven advancements in areas such as aerospace, cybersecurity, and defense systems. A key example is DARPA, whose pioneering contributions have led to transformational technologies like the internet and GPS.

The discussion extends to the history of military conflicts, which underscore the perpetual need for defense readiness and innovation. Current global tensions highlight the implausibility of a Pollyannaish worldview where international harmony eliminates the necessity for military preparedness. In this context, the portfolio reflects a pragmatic understanding of modern defense imperatives.

A technical discussion on the portfolio’s allocation highlights the advantages of direct ownership, often referred to as direct indexing. This structure provides clients with tailored control, tax optimization, and transparency, ensuring the portfolio aligns with both financial objectives and ethical considerations.

Why Attend

In times of global uncertainty and widespread instability, one constant remains: the United States' unwavering commitment to investing in national defense. Regardless of the challenges that emerge, national security consistently stands as a top priority, supported by steadfast funding. For those concerned about the economic and geopolitical landscape—both domestically and internationally—now is the time to act strategically and ensure your investments align with these enduring priorities.