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POWER FINANCIAL

$ENERFINJJames H.

About POWER FINANCIAL

Portfolio mix of popular energy stocks and financial products powerhouse companies. Look for steady growth and dividends for a solid base in this portfolio.

About the Creator

I’m a retired professional liability insurance broker. I spent my 43-year insurance career specializing in placement of corporate Directors & Officers Liability Insurance for corporations of all sizes. I have a Bachelor’s Degree in Marketing & Finance. Reading, analyzing and interpreting corporate financial statements was an integral component of my career and the skills I acquired during my career served me very well in providing tort protection for my clients. Those same skills were integral in executing my personal investment portfolio. I incorporate those same tools in development of my Dub portfolios. I founded my insurance brokerage in 1992 and sold it in 2018. I retired from the insurance profession in 2025.

Activity

Total Rebalances4
Last RebalanceFeb 12, 2026

Posts by Creator

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Changes:XOM +2.8%NFLX +0.8%CVX +0.8%SLB +0.8%MCD +0.8%

$ENERFIN Freeport McMoran (FCX) is now overweight so we’re taking profits and closing our position.

Changes:EE +8.4%JPM +0.2%XOM -1.8%CEG -0.8%CVX -0.8%

We’re adding Excelerate Energy (EE) to our power portfolio. EE is currently trading above it’s 50 and 200-day moving averages and is a stock rocket up 12% in the last 10 days.

Changes:XOM +1.8%SLB +0.8%FCX +0.8%HAL +0.8%CVX +0.8%

Russell 2000 Index ETF is hard to justify holding into 2026 so we’re taking profits for a nice gain at $264.54/share.