Time to Up Defense Industry % in Portfolio?

The president will be asking congress for $770 billion for Defense Dept in 2023 with focuses on modernization to better confront Russia and China.

https://news.antiwar.com/2022/02/16/report-biden-to-ask-for-…
One source told Reuters that Congress is expected to again increase the NDAA from what Biden requests for 2023, even if it’s over $770 billion, meaning the budget could easily exceed $800 billion.

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