What addition makes sense? ($40K+ - 20M)

u/Aggravating_Share761 · Reddit — r/ValueInvesting · April 26, 2026 at 10:07 · ⬆ 15 pts · 💬 53 comments | View on Reddit ↗

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Summary

The author presents a concentrated portfolio of large-cap tech, defense, financials, and industrials, and asks for one additional holding that fits “large cap, wide moat, good valuation, momentum diversification.”
He lists RTX, LMT, JPM, Mastercard/Visa, and Netflix as candidates, and also plans to add to existing positions in NOC and SPGI during weakness.
The post is moderately well-reasoned but speculative; it mixes personal portfolio management with a request for community input, lacking deep fundamental analysis or catalysts.

Score 15

Comments 53

Upvote % 82%

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main portfolio: $2.5K cash

AMZN - Amazon - 22 shares - $5,813

AVGO - Broadcom - 12 shares - $5,056

TSM - Taiwan Semiconductor - 10 shares - $4,056

META - Meta Platforms - 5 shares - $3,381

GE - GE Aerospace - 10 shares - $2,841

SPGI - S&amp;P Global - 6 shares - $2,633

CAT - Caterpillar - 3 shares - $2,494

NVDA - NVIDIA - 14 shares - $2,913

NOC - Northrop Grumman - 5 shares - $2,878

GOOGL - Google - 6 shares - $2,068

GS - Goldman Sachs - 2 shares - $1,853

smurf portfolio - $3k cash

MSFT - Microsoft - 7 shares - $2,940

I decided to axe Brookfield Corporation (BN) from my main portfolio, because I wanted more visibility into company operations. Overall, I thought that holding 10-15% cash in the past months have been quite successful strategy, as I bought heavily into the dips. I am deep into the green for a lot of these companies, and I look forward into earnings next week. 

My question is what is one more stock into the main portfolio that make sense here following rule of relatively large cap, wide moat, good valuation, hopefully provide some sort of momentum diversification. My plan is to buy into defense sector and financial data weakness (NOC &amp; SP Global) until both at least $3K+. I am being quite stingy on GS as I copped 2 shares at high $700s should have bought at least $2K. At the same time, V shape recovery often met with period of consolidation, I expect some May drawdowns maybe 3-5% takeback from SP500 rally. 

Ideas:

RTX Corporation: $175 - maybe a rare fair value moment for RTX such a high quality defense company, but I fear it might just resemble NOC trade which kind of defeat the purpose, but Pratt &amp; Whitney also compliment GE Aerospace.

Lockheed Martin: $513 - I would say best value relative to growth out of the defense powerhouse probably with the best upside and amazing portfolio, but I think execution for LMT always have been horrible with amount of cost overruns despite high quality desirable defense portfolio.

J.P Morgan: $308 - High quality, perhaps less momentum slower movements add stability to the portfolio.

Mastercard / Visa: I always have a very positive or respect for these companies out of pure quality of moats and growth. At the same time, it quite unacceptable to underperform SP500 by that much in 5 years, I expect to outperform in near term.

Netflix: It could make a lot of sense opening up a new field to my portfolio, reliance on strong execution but I think there is room to run. 

Give me some of your suggestions, let me know!

Ideas

u/Aggravating_Share761 Reddit r/ValueInvesting

J.P. Morgan at $308 is a “high quality” bank that could add stability and less momentum to the portfolio. Financials have lagged the rally; JPM offers a wide moat, strong capital markets business, and potential for re‑rating as interest rates stabilize. A defensive, moat‑driven addition that diversifies away from tech/defense concentration. Credit cycle deterioration, regulatory tightening, or poor trading revenues.

u/Aggravating_Share761 Reddit r/ValueInvesting

Mastercard/Visa are acknowledged for “pure quality of moats and growth,” but have “unacceptably” underperformed the S&P 500 over 5 years, creating a potential catch‑up opportunity. The underperformance may be unwarranted; the author expects near‑term outperformance as payment volumes and fee growth remain resilient. A high‑quality, wide‑moat compounder that could mean‑revert relative to the index. Regulatory pressure on swipe fees, slowing consumer spending, or prolonged underperformance.

u/Aggravating_Share761 Reddit r/ValueInvesting

Netflix is considered as a way to open “a new field” in the portfolio; the author sees “room to run” based on strong execution. Streaming growth, password‑sharing crackdown, and advertising revenue provide catalysts that are not fully priced in. A growth‑oriented addition that diversifies away from tech‑infrastructure and financials, but relies on continued subscriber and ad momentum. Content costs, competition from Disney/Warner, subscriber saturation, and valuation if growth disappoints.

u/Aggravating_Share761 Reddit r/ValueInvesting

Lockheed Martin at $513 is described as “best value relative to growth” among defense stocks with “amazing portfolio” but historically poor execution and cost overruns. The value opportunity exists if execution improves and defense budgets remain elevated; the author sees upside from the portfolio’s desirable programs. A speculative value play that relies on operational turnaround—higher reward but higher risk than RTX. Persistent cost overruns, Pentagon contract renegotiations, or geopolitical shifts reducing demand.

u/Aggravating_Share761 Reddit r/ValueInvesting

RTX is trading around $175, which the author views as a “rare fair value moment” for a high‑quality defense company with Pratt & Whitney complementing GE Aerospace. The stock offers exposure to defense without overlapping too much with existing NOC position, and the valuation appears reasonable relative to historical multiples. RTX could provide defense sector diversification and potential upside from product cycles, but may mirror the NOC trade already in portfolio. Defense spending cuts, execution issues at Pratt & Whitney, or a broader market drawdown (author expects 3‑5% consolidation).

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This Reddit post, published April 26, 2026, features u/Aggravating_Share761 discussing JPM, MA, NFLX, LMT, RTX. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Aggravating_Share761 · Tickers: JPM, MA, NFLX, LMT, RTX