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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.
3mo 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 | 22.7% | $482.79 | $647.47 | +4.27% | +34.1% |
| UNP | Union Pacific | Industrials | 21.6% | $221.99 | $308.05 | +1.34% | +38.8% |
| ETN | Eaton | Industrials | 17.3% | $339.07 | $419.20 | +0.94% | +23.6% |
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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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