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Financial Intelligence Tracker

$FININTELJJames H.

About Financial Intelligence Tracker

Portfolio of core names along with gold and commodities based on research and recommendations from the Financial Intelligence Report. Since 2019, this portfolio has risen 398.25%. In comparison, the S&P 500 has increased by 107.80% during the same period.

About the Creator

J

James H.

@JIMH1304089

9

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 Rebalances4
Last RebalanceDec 26, 2025

Posts by Creator

Changes:ETHE +4.8%BTI +2.2%RTX +1.2%GILD +1.2%VPU +1.2%

$FININTEL Rebalance with the addition of Grayscale Ethereum Trust ETF (ETHE) along with the removal of Lockheed Martin (LMT) and Philp Morris, which have both hit their sell stops.

Changes:WU +4.5%LHX +4.6%AIQ +2.4%BRK.B +2.0%IBIT +1.4%

This month we are adding Western Union (WU). It offers a dividend yield of 10.04% and is a value stock with a forward P/E of 5.05.

Changes:IBIT +3.1%AIQ +2.1%CALF +0.7%SLV +0.5%GLD +0.4%

Global X Silver Miners ETF (SIL) is up 131.25% over the past 18 months so we are reducing our exposure. The Fed is commencing its bitcoin easing program and Bitcoin should rally accordingly. We’re adding iShares Bitcoin Trust (IBIT). Lastly, we are adding Global X Artificial Intelligence ETF (AIQ) on the bet the AI boom will continue. it has more than 50 names in AI and AI-related industries of all market cap sizes.