Congress: members
Marjorie Taylor Greene
Backtest from 22 Feb 2021 to 2 Nov 2026 · weekly · hypothetical
- Return a year
- +14.9% S&P 500 +14.0%
- Last 12 months
- +20.8% S&P 500 +12.1%
- Sharpe ratio
- 0.71 S&P 500 0.69
- Biggest drop
- −23.1% S&P 500 −23.9%
About
Mirrors the disclosed stock holdings of Rep. Marjorie Taylor Greene (Republican, GA) 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) | +14.9% | +14.0% |
| Total return | +120% | +111% |
| Last 12 months | +20.8% | +12.1% |
| Last 3 months | −0.3% | — |
| Last month | −5.5% | — |
| This year so far | +19.1% | — |
| Volatility a year | 16.4% | 15.6% |
| Sharpe ratio | 0.71 | 0.69 |
| Biggest drop | −23.1% | −23.9% |
| Beta to the S&P 500 | 0.99 | 1.00 |
| Alpha a year (t-statistic) | +1.1% (0.43) | — |
| Share of weeks up | 57% | — |
Insights
| Company | Weight | Held since | Return since |
|---|---|---|---|
| AMD | 5.7% | 22 May 2024 | +187.5% |
| GOOGL | 3.5% | 23 Aug 2024 | +72.5% |
| AMZN | 3.4% | 23 Aug 2024 | +40.5% |
| FDX | 3.2% | 23 Aug 2024 | +39.6% |
| TSLA | 3.0% | 22 Feb 2021 | +70.8% |
| INTC | 2.7% | 23 Aug 2024 | +197.4% |
| UPS | 2.7% | 25 Jul 2024 | −1.0% |
| CAH | 2.6% | 24 Sept 2024 | +137.3% |
| BRK.B | 2.4% | 16 Aug 2021 | +91.9% |
| PANW | 2.4% | 5 Sept 2024 | +109.3% |
| AMAT | 2.4% | 25 Jul 2024 | +91.6% |
| CAT | 2.2% | 22 Feb 2021 | +212.1% |
| JPM | 2.0% | 25 Jul 2024 | +71.3% |
| DELL | 1.9% | 25 Jul 2024 | +264.0% |
| UNH | 1.9% | 20 May 2025 | +28.6% |
| AAPL | 1.8% | 22 May 2024 | +78.2% |
| NVDA | 1.7% | 23 Aug 2024 | +58.9% |
| JNJ | 1.7% | 16 Aug 2021 | +75.4% |
| PI | 1.7% | 10 Mar 2025 | +84.8% |
| ASML | 1.6% | 28 Jun 2024 | +53.9% |
| MSFT | 1.6% | 2 May 2024 | +32.6% |
| LLY | 1.6% | 30 Dec 2024 | +83.9% |
| NSC | 1.6% | 30 Dec 2024 | +53.7% |
| DUK | 1.5% | 25 Jul 2024 | +29.4% |
| HSY | 1.5% | 2 May 2024 | −5.9% |
| CRWD | 1.4% | 28 Jun 2024 | +152.4% |
| OXY | 1.4% | 22 Nov 2024 | +21.9% |
| AMGN | 1.4% | 7 May 2025 | +76.9% |
| GS | 1.3% | 22 Feb 2021 | +225.8% |
| KMI | 1.3% | 22 May 2024 | +86.9% |
| GLW | 1.3% | 25 Jul 2024 | +199.8% |
| PLTR | 1.3% | 18 Feb 2025 | +43.1% |
| GILD | 1.3% | 30 Dec 2024 | +94.2% |
| DVN | 1.3% | 28 Jan 2025 | +46.5% |
| ABBV | 1.2% | 22 Nov 2024 | +74.0% |
| RHP | 1.2% | 2 Sept 2025 | +44.8% |
| MRK | 1.2% | 14 Apr 2025 | +97.2% |
| MS | 1.1% | 7 May 2025 | +61.4% |
| LRCX | 1.1% | 24 Sept 2024 | +194.6% |
| EXC | 1.1% | 2 Sept 2025 | +10.9% |
| PAYX | 1.1% | 7 May 2025 | −17.6% |
| CVX | 1.0% | 7 May 2025 | +79.1% |
| ADP | 1.0% | 14 Nov 2025 | +21.9% |
| MELI | 1.0% | 7 May 2025 | −25.1% |
| ADBE | 1.0% | 22 Nov 2024 | −50.4% |
| DG | 1.0% | 10 Mar 2025 | +70.3% |
| NEE | 1.0% | 28 Jun 2024 | +28.7% |
| PG | 1.0% | 10 Nov 2025 | +16.1% |
| NVO | 0.9% | 21 Aug 2025 | −23.0% |
| BX | 0.9% | 24 Sept 2024 | −17.9% |
| ODFL | 0.9% | 28 Jan 2025 | −4.8% |
| QCOM | 0.9% | 13 May 2021 | +45.6% |
| DLR | 0.9% | 5 Sept 2024 | +24.2% |
| META | 0.9% | 9 Oct 2024 | +4.1% |
| V | 0.8% | 9 Oct 2024 | +56.1% |
| HD | 0.7% | 16 Aug 2021 | +16.1% |
| FRO | 0.7% | 7 May 2025 | +257.3% |
| CMI | 0.7% | 14 Apr 2025 | +78.8% |
| SO | 0.7% | 18 Jun 2021 | +86.7% |
| SNOW | 0.5% | 20 Jun 2025 | +37.1% |
| NOW | 0.5% | 11 Nov 2024 | −47.8% |
| COST | 0.5% | 28 Jun 2024 | +24.0% |
| SCHW | 0.4% | 22 May 2024 | +21.9% |
| PEP | 0.4% | 23 Jul 2025 | +1.3% |
| BHP | 0.3% | 7 May 2025 | +72.7% |
| AVGO | 0.3% | 7 May 2025 | +60.9% |
| NFLX | 0.3% | 20 May 2025 | −47.4% |
| GSK | 0.3% | 5 Sept 2024 | +23.2% |
| NKE | 0.3% | 8 Apr 2025 | −22.6% |
| SBUX | 0.3% | 7 May 2025 | +30.7% |
| WMT | 0.3% | 7 May 2025 | +30.4% |
| TSCO | 0.3% | 2 May 2024 | −31.4% |
| BAC | 0.3% | 7 May 2025 | +26.2% |
| AXP | 0.3% | 7 May 2025 | +20.9% |
| RH | 0.2% | 8 Apr 2025 | +0.2% |
| BA | 0.2% | 7 May 2025 | −5.5% |
| Period | Return a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta | Alpha (t) |
|---|---|---|---|---|---|---|---|
| Whole backtest22 Feb 2021 to 2 Nov 2026 | +14.9% | +14.0% | 0.71 | 0.69 | −23.1% | 0.99 | +1.1% (0.43) |
| Last three years3 Nov 2023 to 2 Nov 2026 | +28.5% | +21.8% | 1.43 | 1.16 | −17.5% | 1.01 | +5.4% (1.57) |
| Last year7 Nov 2025 to 2 Nov 2026 | +23.6% | +14.2% | 1.30 | 0.84 | −7.1% | 0.99 | +8.2% (1.11) |
| Date | Company | Action |
|---|---|---|
| 14 Nov 2025 | ADP | Bought |
| 10 Nov 2025 | PG | Bought |
| 2 Sept 2025 | RHP | Bought |
| 2 Sept 2025 | EXC | Bought |
| 21 Aug 2025 | NVO | Bought |
| 23 Jul 2025 | PEP | Bought |
| 20 Jun 2025 | SNOW | Bought |
| 20 May 2025 | UNH | Bought |
| 20 May 2025 | NFLX | Bought |
| 7 May 2025 | WMT | Bought |
| 7 May 2025 | SBUX | Bought |
| 7 May 2025 | PAYX | Bought |
| 7 May 2025 | MS | Bought |
| 7 May 2025 | MELI | Bought |
| 7 May 2025 | FRO | Bought |
| 7 May 2025 | CVX | Bought |
| 7 May 2025 | BHP | Bought |
| 7 May 2025 | BAC | Bought |
| 7 May 2025 | BA | Bought |
| 7 May 2025 | AXP | Bought |
| 7 May 2025 | AVGO | Bought |
| 7 May 2025 | AMGN | Bought |
| 14 Apr 2025 | MRK | Bought |
| 14 Apr 2025 | CMI | Bought |
| 8 Apr 2025 | RH | Bought |
| Date | Company | Action |
|---|---|---|
| 18 Aug 2025 | XYZ | Sold |
| 18 Aug 2025 | TFC | Sold |
| 18 Aug 2025 | DIS | Sold |
| 24 Jun 2025 | LULU | Sold |
| 16 May 2024 | BAC | Sold |
| 2 May 2024 | ZS | Sold |
| 2 May 2024 | XOM | Sold |
| 2 May 2024 | WMT | Sold |
| 2 May 2024 | VMC | Sold |
| 2 May 2024 | V | Sold |
| 2 May 2024 | UPS | Sold |
| 2 May 2024 | TSM | Sold |
| 2 May 2024 | TGT | Sold |
| 2 May 2024 | T | Sold |
| 2 May 2024 | STX | Sold |
| 2 May 2024 | SJM | Sold |
| 2 May 2024 | SCHW | Sold |
| 2 May 2024 | SBUX | Sold |
| 2 May 2024 | RTX | Sold |
| 2 May 2024 | PYPL | Sold |
| 2 May 2024 | PG | Sold |
| 2 May 2024 | PFE | Sold |
| 2 May 2024 | PENN | Sold |
| 2 May 2024 | PAGS | Sold |
| 2 May 2024 | NVDA | Sold |