Nancy Pelosi Tracker
A fund that follows Rep. Pelosi's publicly visible equity exposure. Automatically rebalanced as her public accounts change.
Fund
5.79%
vs
Benchmark
33.65%
* 1-year, 5-year, and 10-year performance shown below is a rolling measure, dynamically updated weekly. For example, 1-year performance reflects returns over the last 365 days, measured from the right-most datapoint in graph. Since inception reflects returns from left-most datapoint on graph.

** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
Fund Holdings
Fund details
Stats
4.04/5
Risk score
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
78.00%
Correlation to SPY (total)
24.31%
1-year performance
N/A
5-year performance
N/A
10-year performance
5.79%
Inception performance
Description
The STOCK (Stop Trading on Congressional Knowledge) Act was signed into law in 2012 by President Barack Obama. This bill prohibited members of Congress (and certain related individuals) from using information gathered through their position for personal benefit.
Key Considerations
Yeah we've seen the Pelosi Capital Management memes
The data that powers this portfolio comes from the United States House/Senate Financial Disclosure Forms and Reports. As you'll see in the data, we're not told the exact amount of the purchase/sale of the assets, but rather a range. We take an educated guess, guided by a number of factors. The top three are the tightness of the range, her current exposure to the stock, and the amount of trading she's done around the time of that purchase/sale
There's a 45 day buffer period allowed before a disclosure is required of any Rep/Senator under the STOCK Act
A person's status as a government representative does not inherently correlate with above-market returns. Per the STOCK Act, members of Congress are required to file reports disclosing securities transactions within 45 days after the trade takes place, but this delay means that this tracking fund can not immediately correlate with any Congressional member's portfolio. This strategy invests in fractional shares when available. When not available, it will invest in the nearest (lower) whole number of shares. Please note that this number may be 0 if your investment in this strategy is sufficiently low, meaning our investment strategy advertised returns will be different from your returns.