Diy13/iStock via Getty Images Introduction I have invested 22% of my dividend growth portfolio in four defense contractors. This high-conviction investment is based on a number of factors, including deglobalization, rising global tensions, the need for innovation, mostly anti-cyclical demand, strong balance sheets, and fantastic track records of consistent dividend growth and buybacks. Leo Nelissen (Dividend Growth Portfolio) While I'm not worried about recessions or temporary budget headwinds, the biggest ...