The Perpetual War Portfolio DEC 24 2002
"The Perpetual War Portfolio is an evenly weighted basket of five stocks poised to succeed in the age of perpetual war. The stocks were selected on the basis of popular product lines, strong political connections and lobbying efforts, and paid-for access to key Congressional decision makers."
The PWP is up 3.25% since its inception on 12/2/02, compared to a 4.68% drop in the S&P 500. The five companies included in the index are Boeing, Northrup Grumman, Raytheon, Lockheed Martin, and Alliant Techsystems.