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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 Rebalances10
Last RebalanceJul 2, 2026

Posts by Creator

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Changes:MOD +12.5%HAL +1.5%MCD +1.3%CVX +1.1%XOM +0.8%

$ENERFIN Modine Manufacturing (MOD) will be a nice addition to our energy portfolio. MOD has been in business over a century with innovative technologies that solve thermal management challenges (data center cooling.

Changes:GNRC +6.8%JPM +4.4%PRU +4.0%SLB -11.5%HAL -1.5%

GNRC, PRU, and JPM stock prices have all moved above their 15-day EMA/SMA as well as above their 50 and 200-day SMAs so we are increasing our positions in these 3 names. We’re taking profits on SLB and closing our position.

Changes:GNRC +15.5%NFLX -12.5%MCD -1.0%JPM -1.0%SLB -1.0%

Adding Generac (GNRC) to our mix of energy stocks and looking for growth to $335 on this play. Closing our position on underperforming Netflix.