The SPDR S&P Kensho Future Security ETF has a balanced portfolio of 65 stocks focused on defense and cybersecurity. FITE has interesting cash flow characteristics and has marginally outperformed the broad stock market since its inception. Nonetheless, it trails leading defense and cybersecurity ETFs.
Buying the dip has been a successful strategy for decades. While the macro environment may create fear, history often shows that not investing during a market downturn is a missed opportunity.