General Dynamics ( GD), with a $23 billion market value, is a diversified government contractor operating with five divisions, among them aerospace and combat. The company makes everything from tanks to business jets but its big winner is its defense-oriented information-technology-systems unit. General Dynamics shares are down 8% this year, but have a 2.4% average annual return over three years. The stock carries a projected dividend yield of 2.96%. General Dynamics gets a 2% allocation in the portfolio, and it was added Sept 16.