Congress: members
Nancy Pelosi
Backtest from 13 Jan 2015 to 2 Nov 2026 · weekly · hypothetical
- Return a year
- +17.8% S&P 500 +13.7%
- Last 12 months
- +4.0% S&P 500 +12.1%
- Sharpe ratio
- 0.75 S&P 500 0.73
- Biggest drop
- −38.1% S&P 500 −31.8%
About
Mirrors the disclosed stock holdings of Rep. Nancy Pelosi (Democrat, CA) 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) | +17.8% | +13.7% |
| Total return | +593% | +354% |
| Last 12 months | +4.0% | +12.1% |
| Last 3 months | −0.4% | — |
| Last month | −7.2% | — |
| This year so far | +5.1% | — |
| Volatility a year | 22.0% | 16.5% |
| Sharpe ratio | 0.75 | 0.73 |
| Biggest drop | −38.1% | −31.8% |
| Beta to the S&P 500 | 1.15 | 1.00 |
| Alpha a year (t-statistic) | +2.8% (0.87) | — |
| Share of weeks up | 58% | — |
Insights
| Company | Weight | Held since | Return since |
|---|---|---|---|
| AAPL | 13.4% | 27 Feb 2018 | +705.7% |
| V | 12.8% | 15 May 2018 | +244.7% |
| NVDA | 11.8% | 22 Dec 2023 | +321.1% |
| AMZN | 11.8% | 12 Feb 2020 | +130.4% |
| GOOGL | 10.1% | 6 Jul 2021 | +126.7% |
| AVGO | 9.9% | 10 Jul 2025 | +19.4% |
| CRM | 9.2% | 6 Jun 2016 | +182.8% |
| BE | 5.0% | 24 Aug 2026 | −3.8% |
| CRWD | 4.3% | 5 Oct 2020 | +567.6% |
| PANW | 4.1% | 21 Jan 2025 | +96.0% |
| AXP | 1.9% | 7 Mar 2022 | +119.0% |
| INTC | 1.5% | 24 Jun 2026 | −53.6% |
| NFLX | 1.4% | 21 Jul 2020 | +28.1% |
| IBKR | 0.6% | 6 Jun 2016 | +708.5% |
| UBER | 0.5% | 24 Jun 2026 | −9.7% |
| CMCSA | 0.5% | 6 Jun 2016 | +5.7% |
| DBX | 0.3% | 17 Apr 2018 | +19.5% |
| XYZ | 0.3% | 15 Feb 2017 | +438.6% |
| RBLX | 0.1% | 30 Dec 2021 | −57.4% |
| MORN | 0.1% | 6 Jun 2016 | +209.8% |
| T | 0.1% | 9 Nov 2018 | +61.1% |
| VST | 0.1% | 26 Jan 2026 | −14.9% |
| TEM | 0.1% | 26 Jan 2026 | +16.0% |
| QCOM | 0.0% | 6 Jun 2016 | +295.7% |
| Period | Return a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta | Alpha (t) |
|---|---|---|---|---|---|---|---|
| Whole backtest13 Jan 2015 to 2 Nov 2026 | +17.8% | +13.7% | 0.75 | 0.73 | −38.1% | 1.15 | +2.8% (0.87) |
| 2018 onwards5 Jan 2018 to 2 Nov 2026 | +17.7% | +13.9% | 0.69 | 0.66 | −38.1% | 1.15 | +2.5% (0.70) |
| Last three years3 Nov 2023 to 2 Nov 2026 | +23.4% | +21.8% | 0.90 | 1.16 | −24.3% | 1.32 | −2.7% (−0.48) |
| Last year7 Nov 2025 to 2 Nov 2026 | +6.9% | +14.2% | 0.24 | 0.84 | −16.7% | 1.44 | −9.6% (−0.94) |
| Date | Company | Action |
|---|---|---|
| 24 Aug 2026 | BE | Bought |
| 24 Jun 2026 | UBER | Bought |
| 24 Jun 2026 | INTC | Bought |
| 26 Jan 2026 | VST | Bought |
| 26 Jan 2026 | TEM | Bought |
| 10 Jul 2025 | AVGO | Bought |
| 21 Jan 2025 | VST | Bought |
| 21 Jan 2025 | TEM | Bought |
| 21 Jan 2025 | PANW | Bought |
| 3 Jul 2024 | AVGO | Bought |
| 26 Feb 2024 | PANW | Bought |
| 22 Dec 2023 | NVDA | Bought |
| 22 Mar 2022 | TSLA | Bought |
| 7 Mar 2022 | AXP | Bought |
| 30 Dec 2021 | RBLX | Bought |
| 30 Dec 2021 | MU | Bought |
| 6 Jul 2021 | NVDA | Bought |
| 6 Jul 2021 | GOOGL | Bought |
| 12 Apr 2021 | MSFT | Bought |
| 22 Jan 2021 | TSLA | Bought |
| 22 Jan 2021 | AB | Bought |
| 5 Oct 2020 | CRWD | Bought |
| 21 Jul 2020 | PYPL | Bought |
| 21 Jul 2020 | NFLX | Bought |
| 21 Jul 2020 | AXP | Bought |
| Date | Company | Action |
|---|---|---|
| 18 May 2026 | MSFT | Sold |
| 18 May 2026 | CLNE | Sold |
| 26 Jan 2026 | PYPL | Sold |
| 26 Jan 2026 | DIS | Sold |
| 16 Jan 2026 | VST | Sold |
| 16 Jan 2026 | TEM | Sold |
| 20 Jun 2025 | AVGO | Sold |
| 17 Jan 2025 | PANW | Sold |
| 3 Jul 2024 | TSLA | Sold |
| 16 Sept 2022 | MU | Sold |
| 27 Jul 2022 | NVDA | Sold |
| 17 May 2022 | AB | Sold |
| 18 Mar 2022 | TSLA | Sold |
| 21 Jan 2022 | AXP | Sold |
| 16 Aug 2021 | META | Sold |
| 18 Jun 2021 | GOOGL | Sold |
| 19 Mar 2021 | MSFT | Sold |
| 19 Jun 2020 | NFLX | Sold |
| 17 Jan 2020 | AMZN | Sold |
| 15 May 2018 | MGRC | Sold |
| 11 Jan 2018 | V | Sold |
| 11 Jan 2018 | AAPL | Sold |
| 16 May 2017 | HTZ | Sold |
| 20 Jan 2017 | XYZ | Sold |
| 18 Aug 2016 | V | Sold |