Congress: members
Jared Moskowitz
Backtest from 13 Mar 2023 to 2 Nov 2026 · weekly · hypothetical
- Return a year
- +15.9% S&P 500 +21.9%
- Last 12 months
- +13.0% S&P 500 +12.1%
- Sharpe ratio
- 0.81 S&P 500 1.16
- Biggest drop
- −15.7% S&P 500 −16.9%
About
Mirrors the disclosed stock holdings of Rep. Jared Moskowitz (Democrat, FL) 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.
Key statistics
| Measure | Strategy | S&P 500 |
|---|---|---|
| Return a year (compound) | +15.9% | +21.9% |
| Total return | +71% | +106% |
| Last 12 months | +13.0% | +12.1% |
| Last 3 months | +0.8% | — |
| Last month | +0.8% | — |
| This year so far | +11.8% | — |
| Volatility a year | 13.4% | 13.7% |
| Sharpe ratio | 0.81 | 1.16 |
| Biggest drop | −15.7% | −16.9% |
| Beta to the S&P 500 | 0.91 | 1.00 |
| Alpha a year (t-statistic) | −3.6% (−1.40) | — |
| Share of weeks up | 56% | — |
Insights
| Company | Weight | Held since | Return since |
|---|---|---|---|
| AMZN | 13.0% | 14 Aug 2023 | +77.0% |
| AAPL | 7.8% | 14 Aug 2023 | +90.3% |
| MSFT | 4.5% | 14 Aug 2023 | +63.7% |
| DELL | 3.9% | 24 Nov 2025 | +212.0% |
| GS | 3.3% | 14 Aug 2023 | +188.4% |
| AMGN | 3.0% | 14 Aug 2023 | +97.3% |
| JNJ | 2.7% | 14 Aug 2023 | +70.5% |
| BRK.B | 2.3% | 14 Aug 2023 | +55.0% |
| ADI | 1.9% | 13 Apr 2023 | +134.5% |
| HD | 1.9% | 14 Aug 2023 | +12.3% |
| BAC | 1.8% | 14 Aug 2023 | +75.2% |
| LMT | 1.7% | 14 Aug 2023 | +55.4% |
| TSM | 1.6% | 24 Nov 2025 | +43.0% |
| LLY | 1.6% | 23 Jan 2024 | +127.4% |
| ABBV | 1.6% | 11 Feb 2025 | +59.0% |
| META | 1.6% | 14 Aug 2023 | +101.4% |
| LIN | 1.5% | 7 Aug 2024 | +21.7% |
| MCK | 1.5% | 11 Feb 2025 | +65.8% |
| V | 1.5% | 14 Aug 2023 | +79.3% |
| COST | 1.5% | 13 Mar 2023 | +130.5% |
| GWW | 1.5% | 7 Aug 2024 | +47.4% |
| ITW | 1.5% | 13 Mar 2023 | +36.9% |
| WMT | 1.4% | 14 Aug 2023 | +146.1% |
| CSCO | 1.4% | 24 Nov 2025 | +37.1% |
| SO | 1.4% | 12 May 2025 | +13.2% |
| AVGO | 1.3% | 24 Nov 2025 | −13.2% |
| TJX | 1.3% | 9 Apr 2025 | +14.0% |
| JPM | 1.3% | 7 Aug 2024 | +78.3% |
| RPM | 1.3% | 14 Aug 2023 | +10.3% |
| AXP | 1.3% | 24 Nov 2025 | −6.6% |
| ATO | 1.3% | 7 Aug 2024 | +42.8% |
| MCD | 1.3% | 14 Aug 2023 | −1.1% |
| PANW | 1.2% | 1 May 2026 | +98.6% |
| CAT | 1.2% | 14 Aug 2023 | +126.7% |
| PEG | 1.2% | 13 Mar 2023 | +45.7% |
| NVDA | 1.1% | 7 Aug 2024 | +107.8% |
| GOOGL | 1.1% | 23 Jan 2024 | +94.5% |
| TSLA | 1.1% | 14 Aug 2023 | +69.6% |
| SYK | 1.1% | 14 Aug 2023 | +10.9% |
| CMI | 1.1% | 13 Oct 2023 | +134.7% |
| TMUS | 1.0% | 23 Jan 2024 | +1.6% |
| PG | 1.0% | 14 Aug 2023 | +14.8% |
| CB | 0.9% | 13 Mar 2023 | +101.0% |
| MNST | 0.9% | 1 May 2026 | +25.0% |
| RACE | 0.9% | 14 Aug 2023 | +30.6% |
| ASML | 0.9% | 1 May 2026 | +8.4% |
| HCA | 0.9% | 30 Jun 2025 | +22.5% |
| MSI | 0.7% | 1 May 2026 | +12.5% |
| HON | 0.7% | 14 Aug 2023 | +27.2% |
| UBER | 0.7% | 14 Aug 2023 | +48.7% |
| GE | 0.7% | 1 May 2026 | +10.2% |
| WM | 0.7% | 14 Aug 2023 | +55.0% |
| GD | 0.7% | 1 May 2026 | +8.1% |
| PH | 0.7% | 1 May 2026 | +5.5% |
| AMAT | 0.6% | 27 Jul 2026 | −26.3% |
| GILD | 0.6% | 22 Jun 2026 | +37.5% |
| SHW | 0.5% | 14 Aug 2026 | −1.6% |
| NEE | 0.4% | 14 Aug 2026 | −0.2% |
| UNH | 0.3% | 14 Aug 2026 | −0.5% |
| MA | 0.2% | 14 Aug 2025 | +13.7% |
| SNA | 0.2% | 22 Aug 2024 | +38.3% |
| DIS | 0.2% | 22 Aug 2024 | +29.4% |
| LUMN | 0.1% | 14 Aug 2025 | +12.8% |
| Period | Return a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta | Alpha (t) |
|---|---|---|---|---|---|---|---|
| Whole backtest13 Mar 2023 to 2 Nov 2026 | +15.9% | +21.9% | 0.81 | 1.16 | −15.7% | 0.91 | −3.6% (−1.40) |
| Last three years3 Nov 2023 to 2 Nov 2026 | +18.3% | +21.8% | 1.01 | 1.16 | −15.7% | 0.89 | −1.2% (−0.49) |
| Last year7 Nov 2025 to 2 Nov 2026 | +13.8% | +14.2% | 0.84 | 0.84 | −8.1% | 0.90 | +0.6% (0.16) |
| Date | Company | Action |
|---|---|---|
| 14 Aug 2026 | UNH | Bought |
| 14 Aug 2026 | SHW | Bought |
| 14 Aug 2026 | NEE | Bought |
| 27 Jul 2026 | AMAT | Bought |
| 22 Jun 2026 | GILD | Bought |
| 1 May 2026 | PH | Bought |
| 1 May 2026 | PANW | Bought |
| 1 May 2026 | MSI | Bought |
| 1 May 2026 | MNST | Bought |
| 1 May 2026 | GE | Bought |
| 1 May 2026 | GD | Bought |
| 1 May 2026 | COR | Bought |
| 1 May 2026 | ASML | Bought |
| 24 Nov 2025 | TSM | Bought |
| 24 Nov 2025 | DELL | Bought |
| 24 Nov 2025 | CSCO | Bought |
| 24 Nov 2025 | AXP | Bought |
| 24 Nov 2025 | AVGO | Bought |
| 14 Aug 2025 | MA | Bought |
| 14 Aug 2025 | LUMN | Bought |
| 30 Jun 2025 | HCA | Bought |
| 30 Jun 2025 | CI | Bought |
| 12 May 2025 | SO | Bought |
| 9 Apr 2025 | TJX | Bought |
| 11 Feb 2025 | MCK | Bought |
| Date | Company | Action |
|---|---|---|
| 28 Aug 2026 | STE | Sold |
| 14 Aug 2026 | LCID | Sold |
| 14 Aug 2026 | CRM | Sold |
| 27 Jul 2026 | SPGI | Sold |
| 22 Jun 2026 | COR | Sold |
| 1 May 2026 | TSCO | Sold |
| 1 May 2026 | QCOM | Sold |
| 1 May 2026 | ORCL | Sold |
| 1 May 2026 | CI | Sold |
| 1 May 2026 | BRO | Sold |
| 1 May 2026 | ADP | Sold |
| 1 May 2026 | ACN | Sold |
| 31 Mar 2026 | ROP | Sold |
| 20 Jan 2026 | PEP | Sold |
| 24 Nov 2025 | TXN | Sold |
| 24 Nov 2025 | SHW | Sold |
| 24 Nov 2025 | CARR | Sold |
| 14 Aug 2025 | PFE | Sold |
| 14 Aug 2025 | JKHY | Sold |
| 14 Aug 2025 | HRL | Sold |
| 14 Aug 2025 | FDS | Sold |
| 30 Jun 2025 | UNH | Sold |
| 12 May 2025 | SBUX | Sold |
| 12 May 2025 | NEE | Sold |
| 12 May 2025 | LECO | Sold |