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Congress: members

Rick W. Allen

Backtest from 18 May 2017 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+13.5%
S&P 500 +14.8%
Last 12 months
+11.1%
S&P 500 +12.1%
Sharpe ratio
0.63
S&P 500 0.73
Biggest drop
−28.0%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 20172019202120232025 $37.0k$33.3k
Rick W. AllenS&P 500 $10,000 in Rick W. Allen from 18 May 2017 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. Rick W. Allen (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.

Rick W. Allen's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+13.5%+14.8%
Total return+233%+270%
Last 12 months+11.1%+12.1%
Last 3 months+4.0%—
Last month+6.3%—
This year so far+7.4%—
Volatility a year18.6%17.4%
Sharpe ratio0.630.73
Biggest drop−28.0%−31.8%
Beta to the S&P 5000.921.00
Alpha a year (t-statistic)+0.1% (0.03)—
Share of weeks up55%—

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. 218 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
MAR11.9%16 May 2019+230.9%
GOOGL11.3%21 Jul 2020+267.7%
MSFT9.6%11 Aug 2023+65.3%
WMT8.5%11 Aug 2023+144.3%
ABBV8.1%11 Aug 2023+111.8%
AMZN7.9%16 May 2019+160.9%
AMGN7.8%16 May 2019+242.0%
CB7.4%11 Aug 2023+89.6%
CTAS4.6%14 Aug 2023+87.2%
DOV4.2%9 Nov 2021+30.1%
GPN3.4%12 Aug 2026+11.7%
SHW2.9%11 Aug 2023+32.6%
HD2.3%17 May 2022+27.3%
DE1.6%12 Aug 2025+32.8%
FERG1.3%16 Jan 2026−1.6%
WM1.3%11 Aug 2023+54.8%
ATO1.2%15 Sept 2025+7.2%
BAC1.1%12 Aug 2026−22.4%
SCHW1.0%12 Aug 2025−8.6%
TSM0.9%12 Mar 2026+20.6%
AVGO0.5%19 Aug 2026−10.0%
CHD0.4%12 Aug 2026+9.5%
AMD0.3%19 Aug 2026+2.0%
KMI0.3%12 Mar 2026+0.5%
AXP0.3%17 Jun 2026−3.0%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest18 May 2017 to 2 Nov 2026+13.5%+14.8%0.630.73−28.0%0.92+0.1% (0.03)
2018 onwards5 Jan 2018 to 2 Nov 2026+10.8%+13.9%0.500.66−28.0%0.92−1.8% (−0.68)
Last three years3 Nov 2023 to 2 Nov 2026+16.1%+21.8%0.951.16−11.3%0.66+0.4% (0.10)
Last year7 Nov 2025 to 2 Nov 2026+10.4%+14.2%0.580.84−7.9%0.54+1.2% (0.13)
DateCompanyAction
19 Aug 2026AVGOBought
19 Aug 2026AMDBought
12 Aug 2026GPNBought
12 Aug 2026CHDBought
12 Aug 2026BACBought
17 Jun 2026AXPBought
12 Mar 2026TSMBought
12 Mar 2026KMIBought
18 Feb 2026SPGIBought
16 Jan 2026FERGBought
15 Sept 2025ATOBought
12 Aug 2025SCHWBought
12 Aug 2025DEBought
20 Jun 2025NFLXBought
17 Jan 2025ROLBought
14 Aug 2024ACNBought
9 Aug 2024AZOBought
15 May 2024AMPBought
12 Jan 2024SCHWBought
14 Aug 2023SBUXBought
14 Aug 2023PGBought
14 Aug 2023INTUBought
14 Aug 2023CTASBought
14 Aug 2023CHDBought
11 Aug 2023WMTBought

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

DateCompanyAction
15 Oct 2026COSTSold
15 Oct 2026AZOSold
23 Sept 2026ROLSold
8 Jun 2026SPGISold
8 Jun 2026PGSold
8 Jun 2026AMPSold
8 Jun 2026ABTSold
12 Mar 2026INTUSold
18 Feb 2026PAYXSold
18 Feb 2026AWKSold
16 Jan 2026NFLXSold
14 Nov 2025CHDSold
15 Sept 2025ACNSold
16 May 2025TMOSold
21 Oct 2024SCHWSold
23 Sept 2024DESold
11 Jul 2024JNJSold
24 Jun 2024SBUXSold
20 Feb 2024BLKSold
12 Jan 2024NEESold
12 Jan 2024ALBSold
14 Aug 2023VZSold
14 Aug 2023TELSold
14 Aug 2023PYPLSold
14 Aug 2023KMBSold

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