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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.
5mo 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 | 23.7% | $482.79 | $643.62 | +1.11% | +33.3% |
| UNP | Union Pacific | Industrials | 22.0% | $221.99 | $298.09 | +3.55% | +34.3% |
| ETN | Eaton | Industrials | 16.0% | $339.07 | $368.99 | −6.33% | +8.8% |
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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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