W

Whitmore Tech Communications Hedge

$EYEPRIZEJJames H.

About Whitmore Tech Communications Hedge

Portfolio of stocks invested in Technology, Communications, Pharma with hedge in precious metals. Since inception, this portfolio has consistently beaten the market.

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 Rebalances18
Last RebalanceFeb 18, 2026

Posts by Creator

See all
Changes:AGQ +0.2%XYZ +0.2%MU +0.2%SCCO +0.2%GALT +0.2%

$EYEPRIZE Closing our position on Applied Digital. NVIDIA has unloaded their entire stake in APLD.

Changes:ABBV +2.6%GALT +0.6%QCOM +0.6%MRVL +0.6%ARM +0.6%

Closing positions on names: United Healthcare (price is not supporting its 200 day SMA); Palantir (insider selling & price below 200 day SMA); and Synopsis (PE is now triple the industry average PE).

Changes:MU +5.8%META +0.1%RPRX +0.1%CAT +0.1%ARM +0.1%

We’re closing our positions on IONQ and BTC. Bitcoin is still falling from its highs and may not have reached bottom. We’re adding Micron Technologies as well.