These five stocks are the cornerstones of a "war chest" portfolio due to increased international tensions and record-breaking defense budgets:
1. Lockheed Martin (LMT): The F-35 king, this company has an enormous backlog of $194 billion.
2. RTX Corp (RTX): With a $268 billion backlog, leads the missile defense industry.
3. Northrop Grumman (NOC): The pioneer of the nuclear triad and stealth (B-21).
4. General Dynamics (GD): Crucial for both ground combat vehicles and naval power.
5. Palantir (PLTR): The AI "brain" behind modern battlefield data.

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