EXITED
Exiting IBM
> What it did to the book
| Holding | Weight before | Weight after |
|---|---|---|
| IBM · International Business Machines | 7.9% | — |
IBM played out nicely with the Quantum hype and I might enter again later, but I find the overall package no longer that attractive.
> How this has aged
Total return from Mar 31, 2025 to Sep 9, 2026. Computed from prices after the fact, not self-reported.
| Holding | Since | FTSE All-World |
|---|---|---|
| International Business Machines | −10.4% | +28.0% |
- Book since
- +39.4%
- FTSE All-World since
- +28.0%