I

I Am Not Uncertain

$DOUBLESSSteven V.

About I Am Not Uncertain

High conviction and industry and asset class agnostic, Focused usually on GARP and deep value.

About the Creator

Over a decade of trading and investing experience both personally and professionally in the family office space. ideas represented on Dub are my own only.

Activity

Total Rebalances10
Last RebalanceJul 6, 2026

Posts by Creator

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Changes:ALIT +10.4%SE +4.1%KBWB -9.0%IESC -3.1%EWY -2.4%

$DOUBLES trimming banks on strength. I don’t expect earnings to meaningfully outperform. adding ALIT. expecting reverse split to allow for institutional capital to flow back.

rebalancing portfolio to trim from winners and top up detractors. IES jumping above moving averages, and SE lagging on the day.

Changes:SE +5.0%KBWB -5.0%

increasing $SE and trimming $KBWB. Change in fed control makes future policy unclear.