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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

J

James H.

@JIMH1304089

7

Copiers

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 Rebalances29
Last RebalanceAug 18, 2026

Posts by Creator

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Changes:ALL +0.4%ARM +0.4%SNDK +0.3%GALT +0.3%ABBV +0.3%

$EYEPRIZE We’re locking in profits on SOXS and closing our position. It was a nice short term play.

Changes:ALL +5.5%NAVN +2.7%SNDK +2.2%SOXS +1.9%CAT +1.7%

Removing NVDS from the portfolio and taking profits. Adding insurance giant Allstate (ALL). Allstate is a nice inflation hedge and pays 1.69% dividend yield.

Changes:RELX +5.0%SCCO +0.9%XYZ +0.7%SOXS +0.6%AAPL +0.6%

We are adding RELX to our list of names. RELX is the parent company of LexisNexis and is the data warehouse behind many of ICE’s most powerful investigative tools. ICE is a major customer, but their client bases are diverse. Their products will be needed regardless of White House policies. We’re taking profits on GALT (reducing 5%) to fund purchase of RELX.