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Six months in: what the book actually is
Half a year of Ironclad. Eight slots, seven filled. Worth a moment to write down what the book has become, versus what I thought it would be at launch.
4w ago
Industrials · Concentrated
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Industrials · Concentrated
Eight companies that bend metal, move freight, or build the things that build things. Old economy, new vehicle.
| Day |
|---|
| Since buy |
|---|
| DE | Deere & Co | Industrials | 20.9% | $482.79 | $575.47 | −0.35% | +19.2% |
| UNP | Union Pacific | Industrials | 19.4% | $221.99 | $267.32 | −1.97% | +20.4% |
| ETN | Eaton | Industrials | 17.4% | $339.07 | $407.06 | +4.00% | +20.1% |
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Half a year of Ironclad. Eight slots, seven filled. Worth a moment to write down what the book has become, versus what I thought it would be at launch.
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