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Congress: members

Scott Franklin

Backtest from 28 Jan 2021 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+11.9%
S&P 500 +14.3%
Last 12 months
+25.5%
S&P 500 +12.1%
Sharpe ratio
0.64
S&P 500 0.71
Biggest drop
−20.3%
S&P 500 −23.9%
$10.0k$20.0k 202120222023202420252026 $21.6k$19.1k
Scott FranklinS&P 500 $10,000 in Scott Franklin from 28 Jan 2021 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. Scott Franklin (Republican, 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.

Scott Franklin's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+11.9%+14.3%
Total return+91%+116%
Last 12 months+25.5%+12.1%
Last 3 months+6.2%—
Last month+6.9%—
This year so far+21.4%—
Volatility a year13.4%15.6%
Sharpe ratio0.640.71
Biggest drop−20.3%−23.9%
Beta to the S&P 5000.721.00
Alpha a year (t-statistic)+0.7% (0.22)—
Share of weeks up54%—

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. 193 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
BWIN22.9%11 Aug 2026+7.3%
WMT5.7%11 Aug 2026+12.6%
MSFT5.3%11 Aug 2026+2.9%
AAPL5.3%11 Aug 2026+10.5%
JPM5.0%11 Aug 2026−5.3%
BRK.B4.8%11 Aug 2026+7.6%
HD4.4%11 Aug 2026−3.1%
GOOGL4.2%11 Aug 2026−17.5%
AMGN3.0%21 Aug 2024+50.7%
LMT2.8%12 Oct 2022+79.3%
UNP2.8%3 Jun 2025+42.4%
JNJ2.8%11 Aug 2026+4.3%
APD2.8%21 Aug 2024+21.9%
ACN2.6%21 Aug 2024−17.5%
UNH2.6%9 Aug 2024−25.1%
V2.5%11 Aug 2026+17.4%
ITW2.5%16 Oct 2024+16.2%
ADP2.5%16 Oct 2024+8.4%
CB2.5%21 Aug 2024+38.5%
GD2.3%21 Aug 2024+31.4%
AMZN2.3%19 Mar 2025+27.2%
MCD2.0%11 Aug 2026−3.0%
NVO1.9%14 Apr 2025−34.6%
MRK1.6%11 Aug 2026+14.7%
PEP1.5%11 Aug 2026+2.6%
PG1.3%11 Aug 2026+13.8%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest28 Jan 2021 to 2 Nov 2026+11.9%+14.3%0.640.71−20.3%0.72+0.7% (0.22)
Last three years3 Nov 2023 to 2 Nov 2026+16.2%+21.8%0.921.16−12.1%0.60+1.6% (0.30)
Last year7 Nov 2025 to 2 Nov 2026+26.8%+14.2%1.700.84−6.7%0.32+17.1% (1.48)
DateCompanyAction
11 Aug 2026WMTBought
11 Aug 2026VBought
11 Aug 2026PGBought
11 Aug 2026PEPBought
11 Aug 2026MSFTBought
11 Aug 2026MRKBought
11 Aug 2026MCDBought
11 Aug 2026JPMBought
11 Aug 2026JNJBought
11 Aug 2026HDBought
11 Aug 2026GOOGLBought
11 Aug 2026BWINBought
11 Aug 2026BRK.BBought
11 Aug 2026AAPLBought
7 Jul 2025SBUXBought
7 Jul 2025COSTBought
3 Jun 2025UNPBought
14 Apr 2025NVOBought
19 Mar 2025AMZNBought
16 Oct 2024ITWBought
16 Oct 2024ADPBought
21 Aug 2024HSYBought
21 Aug 2024GDBought
21 Aug 2024CBBought
21 Aug 2024APDBought

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

DateCompanyAction
24 Feb 2026HSYSold
15 Aug 2025CMCSASold
1 Aug 2025SBUXSold
1 Aug 2025COSTSold
15 Jul 2025WMTSold
15 Jul 2025VSold
15 Jul 2025UPSSold
15 Jul 2025PGSold
15 Jul 2025PEPSold
15 Jul 2025MSFTSold
15 Jul 2025MRKSold
15 Jul 2025MCDSold
15 Jul 2025JPMSold
15 Jul 2025JNJSold
15 Jul 2025HDSold
15 Jul 2025GOOGLSold
15 Jul 2025BRK.BSold
15 Jul 2025AAPLSold
19 Mar 2025COSTSold
21 Aug 2024SBUXSold
21 Aug 2024PFESold
21 Aug 2024NEESold
21 Aug 2024KVUESold
21 Aug 2024CSCOSold
13 Oct 2023UNHSold

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