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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 Rebalances6
Last RebalanceApr 17, 2026

Posts by Creator

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Changes:JPM +5.2%DBB +1.0%PRU +1.0%NFLX +0.6%MCD +0.3%

$ENERFIN We’re taking profits on Chevron and Exxon. Reallocating to JP Morgan.

Changes:CEG +2.9%HAL +0.9%CVX +0.9%SLB +0.9%DBB +0.9%

We’re taking today’s profits on Excelerate Energy and are liquidating our position on EE.

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

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