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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

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 Rebalances26
Last RebalanceJul 8, 2026

Posts by Creator

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Changes:SOXS +3.0%NVDS +3.0%GALT +2.1%ABBV +0.4%GOOG +0.2%

$EYEPRIZE History doesn’t repeat itself, but it often rhymes. I’m not saying the tech bubble is going to burst, but I’d like to protect it against it as we have some nice profits built up in the portfolio. Therefore, I’m adding NVDS and SOXS as a hedge bear inverse to the tech market.

Changes:MOD +5.7%NAVN +5.7%RPRX +0.6%GOOG +0.6%AMZN +0.6%

Modine Manufacturing (MOD) will be a nice addition to our energy portfolio. Modine has been in business for more than a century with innovative technologies that solve thermal management challenges for industries of today (data cooling centers). Navan Inc. (NAVN) will also be a nice addition as they are a global AI powered business travel and expense management platform that makes travel easy for frequent travelers. we are closing our positions on net Nvidia and QUALCOMM.

Changes:GALT +19.7%SNDK +0.6%XYZ +0.5%ARM +0.5%CAT +0.5%

Galectin (GALT) has reached agreement with the FDA on the primary endpoint and regulatory pathway forward for the potential full approval of belapectin. This is the news we’re been waiting for and therefore we’re increasing our stake in FALT to 25% of the portfolio and taking profits by closing our position in our 4 lowest performing names.