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Steel Portfolio

About Steel Portfolio

This portfolio invests in steel companies that we believe are poised to benefit from policies meant to preserve US manufacturing. Domestic manufacturing policy often targets steel as it is critical for military equipment and infrastructure, and because steel mills are major employers in swing states. In his first term, President Trump implemented a 25% tariff on foreign steel, a move that boosted U.S. steel prices, increased domestic production, and improved profitability for American steel companies.

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About the Creator

dub Advisors LLC is an SEC registered investment advisor. As an SEC registered investment advisor, we are legally obligated to act solely in the best interests of our clients, prioritizing our clients' needs above our own, and avoiding any conflicts of interest when providing investment advice to you.

For more information about dub Advisors, please see our ADV

Activity

Total Rebalances1
Last RebalanceJan 8, 2026

Posts by Creator

Changes:STLD +23.0%NUE +23.0%RS +23.0%CLF +15.0%CMC +11.0%

$STEEL Adding CMC to add infrastructure complement and adjust for X acquisition.