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

J

James H.

@JIMH1304089

12

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 Rebalances11
Last RebalanceJun 25, 2026

Posts by Creator

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Changes:UBER +8.7%WULF +8.5%SCCO +3.1%LIT +0.2%PFFV +0.1%

$MACHPOWER We’re closing our positions on CRM and Joby. We’ve taken small profits on Joby and have hit our sell stop on CRM. Reallocation of proceeds tour higher performing names (Uber, WULF, and LIT).

Changes:WULF +0.9%MAA +0.9%JOBY +0.9%LIT +0.9%ADNT +0.9%

We’ve had a really nice run with Micron Technologies and it’s time to lock in profits and look for our next opportunity (ies). More to come.

Changes:MU +9.1%XBI -9.1%JOBY 0.0%

We’re taking profits and liquidating our position on SPDR Biotech ETF and adding Micron Technologies to our list of names.