E

EV AI

$MACHPOWERJJames H.

About EV AI

Although EV tax incentives are disappearing in the United States, there is still a gigantic push toward EVs in Europe. This portfolio aims to take advantage of lithium and power storage companies whose stock prices have fallen from their all time highs.

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 Rebalances8
Last RebalanceFeb 26, 2026

Posts by Creator

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Changes:JOBY +9.1%ALB -0.9%WULF -0.9%CRM -0.9%SCCO -0.9%

$MACHPOWER We are adding Joby Aviation back into our portfolio of names. Their air Uber service is now operational in Dubai.

Changes:SCCO +10.0%CRM +2.6%UBER +2.1%ADNT +1.5%PFFV +0.8%

Tax credits for EV makers are no longer available and Tesla has become overweight so we’ll close our position. Power will continue to be in high demand so we’re adding highly rated Southern Copper to the portfolio.

Changes:CRM +7.4%ALB +6.6%LIT +1.4%XBI +0.9%CRSP -10.0%

We’re closing our position in CRISPR Therapeutics (underperforming expectations) and adding highly rated Salesforce (CRM).