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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

16

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 Rebalances7
Last RebalanceApr 21, 2026

Posts by Creator

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Changes:TLT +2.7%AVAV +2.5%SMR +2.1%GLD +2.1%GSK +2.0%

$FININTEL The FIR portfolio’s winnining streak finally hit a wall after 15 unbroken months, falling 16.77% from March 2 through April 1 while the S&P 500 fell by 4.45%. Measured since tracking began at the start of 2019, the value of the portfolio is up 600.16%. In the same period, the S&P returned 111.34%. Just two core names hit their sell stops (GILD and HII), while five names were stopped out in the precious metals list (NEM, KGC, AEM, SLV, and PAAS) so we have closed our positions in those and reallocated to our 16 remaining names (GLD remains in our precious metals list). Our portfolio has room for 33 names so we’re keeping a close eye out for opportunities.

Changes:FLR +1.0%LHX +0.6%SO +0.5%CALF +0.5%AEP +0.4%

The FIR portfolio’s winning streak has hit its 14th month, gaining 19.11% in February while the S&P 500 fell 0.87%. The value of the portfolio rose to 721.17% by the end of the month, measured since FIR began tracking performance at the start of 2019. In the same period, the S&P 500 has returned 116.53%. While our winning streak is at 14 months, a setback is in the cards. However, keeping gains intact is good risk management. Therefore, we are not making any changes to our portfolio of names this month.

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

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.