Posts by Creator

$FININTEL Despite the recent drag on the market, The FIR portfolio is up 585% (since 2019). During the same period the S&P 500 returned 128.6%. GSK has hit its stop out and we’ve closed our position there. We’re seeking exposure into the Indian market with a new position in FLIN (Franklin TFSE India ETF). Similarly, we’re taking a position in another international play with EPHE (iShares MSCI Philippines, ETF). Finally, Redwire (RDW) flies under the radar with most investors, but this small cap space and defense technology company is gaining traction fast.

Two of our core holdings hit their stops and are sold, defense stocks Rathbones (RTX) and L3Harris Technologies (LHX). A few months back, we stopped out of crypto. It’s now time to get back in, via the iShares Bitcoin Trust ETF (IBIT). We are also a utility, NextEra Energy (NÉE).

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.

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.

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.

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.

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.