undamentalytics Newsletter
Sign in

Congress: members

Daniel Meuser

Backtest from 14 Aug 2019 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+37.3%
S&P 500 +16.2%
Last 12 months
+7.6%
S&P 500 +12.1%
Sharpe ratio
1.17
S&P 500 0.75
Biggest drop
−44.4%
S&P 500 −31.8%
$10.0k$20.0k$40.0k$80.0k 20192020202120222023202420252026 $98.4k$29.6k
Daniel MeuserS&P 500 $10,000 in Daniel Meuser from 14 Aug 2019 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Mirrors the disclosed stock holdings of Rep. Daniel Meuser (Republican, PA) and family. It buys on the first trading day after each report is filed, sized by the middle of the value band reported, starts from the holdings listed in the member's annual disclosure report once that report is public, and holds each position until a sale is reported. Call options count as the stock until they expire. Members often report weeks or months late, so this is what a follower could actually have done.

Daniel Meuser's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+37.3%+16.2%
Total return+884%+196%
Last 12 months+7.6%+12.1%
Last 3 months+5.2%—
Last month−4.8%—
This year so far+10.1%—
Volatility a year27.9%18.3%
Sharpe ratio1.170.75
Biggest drop−44.4%−31.8%
Beta to the S&P 5001.261.00
Alpha a year (t-statistic)+15.2% (2.61)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck. 68 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
NVDA35.4%14 Aug 2019+5411.2%
GOOGL11.7%14 Aug 2026−18.0%
MSFT9.4%14 Aug 2026+4.6%
AAPL6.1%14 Aug 2026+10.2%
V4.1%14 Aug 2026+16.9%
AMGN3.2%14 Aug 2026+13.1%
META3.2%14 Aug 2019+243.1%
PNC2.5%14 Aug 2019+141.6%
WM2.4%14 Aug 2019+130.0%
DIS2.2%12 Aug 2021−34.6%
WFC2.1%14 Aug 2019+132.2%
ABT2.0%14 Aug 2019+50.1%
MCD1.9%14 Aug 2019+44.6%
FNB1.6%14 Aug 2019+131.2%
JPM1.6%14 Aug 2019+294.8%
QCOM1.4%14 Aug 2026−0.3%
PFE1.4%14 Aug 2019+34.0%
MDT0.8%14 Aug 2019+20.7%
NUE0.6%16 Aug 2021+142.2%
AAL0.6%14 Aug 2019−49.5%
XOM0.6%16 Aug 2021+285.3%
MRK0.5%14 Aug 2019+133.7%
LMT0.5%14 Aug 2019+110.7%
ABBV0.5%14 Aug 2019+509.5%
EMR0.5%14 Aug 2019+244.0%
NSC0.4%14 Aug 2019+133.5%
APTV0.4%14 Aug 2026−9.7%
PG0.4%14 Aug 2019+70.5%
KMB0.4%14 Aug 2019+3.9%
WPC0.4%14 Aug 2019+14.5%
GPC0.4%14 Aug 2019+72.5%
GIS0.3%14 Aug 2019−14.7%
NKE0.2%14 Aug 2019−45.6%
INTC0.0%14 Aug 2019+51.8%
HON0.0%14 Aug 2026−4.3%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest14 Aug 2019 to 2 Nov 2026+37.3%+16.2%1.170.75−44.4%1.26+15.2% (2.61)
Last three years3 Nov 2023 to 2 Nov 2026+43.6%+21.8%1.311.16−24.1%1.53+10.5% (1.09)
Last year7 Nov 2025 to 2 Nov 2026+13.4%+14.2%0.520.84−11.3%1.26−1.9% (−0.14)
DateCompanyAction
14 Aug 2026VBought
14 Aug 2026QCOMBought
14 Aug 2026MSFTBought
14 Aug 2026HONBought
14 Aug 2026GOOGLBought
14 Aug 2026APTVBought
14 Aug 2026AMGNBought
14 Aug 2026AAPLBought
14 Aug 2023HONBought
16 Aug 2021XOMBought
16 Aug 2021NUEBought
16 Aug 2021HONBought
12 Aug 2021VBought
12 Aug 2021DISBought
14 Aug 2020GEBought
14 Aug 2019XOMBought
14 Aug 2019WPCBought
14 Aug 2019WMBought
14 Aug 2019WFCBought
14 Aug 2019QCOMBought
14 Aug 2019PNCBought
14 Aug 2019PGBought
14 Aug 2019PFEBought
14 Aug 2019NVDABought
14 Aug 2019NUEBought

Dated on the first trading day after the report was filed, when a follower could have acted.

DateCompanyAction
21 Aug 2025VSold
21 Aug 2025QCOMSold
21 Aug 2025MSFTSold
21 Aug 2025GOOGLSold
21 Aug 2025APTVSold
21 Aug 2025AMGNSold
21 Aug 2025AAPLSold
14 Aug 2025HONSold
14 Aug 2025GESold
14 Aug 2025BRK.BSold
15 Jul 2022HONSold
12 Aug 2021XOMSold
12 Aug 2021NUESold
12 Aug 2021KHCSold
12 Aug 2021CBSold
14 Aug 2020ADPSold

Dated on the first trading day after the report was filed, when a follower could have acted.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest