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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

19

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 Rebalances5
Last RebalanceFeb 25, 2026

Posts by Creator

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Changes:AVAV +4.4%FLR +4.4%SMR +4.4%TLT +3.3%HII +2.6%

$FININTEL The FIR portfolio winning streak has hit 13 months. Since tracking began in 2019, the portfolio has risen 605.47%. ETHE and IBIT have hit their sell stops so we are removing them. Adding AVAV, FLR, SMR, and TLT.

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

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.