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Pelosi Tracker
Mirrors the disclosed equity transactions of the Pelosi family as published in US House Periodic Transaction Reports. Holdings skew to US mega-cap technology, reflecting what the filings actually show rather than any view of our own. A cash sleeve absorbs the gaps between disclosures.
Demo-Publisher

Capitol Trades Demo

Rebalance

on_event

Asset-Universum

US equities from STOCK Act PTR disclosures (45-day lag)

Thesis
Warum jetzt

Congressional-trading disclosure has become a closely-watched, well-structured public dataset, and the STOCK Act mandates filing within 45 days — long enough to study as a published signal, not a trade.

Katalysatoren
  • New PTR filings that add, trim or exit a position
  • Concentration in a handful of mega-cap names amplifies single-stock moves
  • Earnings and product cycles at the underlying technology holdings
Hauptrisiken
  • Up to a 45-day disclosure lag — the published holding may already be stale
  • High single-name concentration raises idiosyncratic risk
  • Disclosures are sparse and lumpy; long flat stretches between filings
Performance · illustrativ

+81.8%

vs S&P 500 +75.9%

Pelosi TrackerS&P 500

Indexiert auf 100 · illustrativ

Renditen

Seit Auflage

+81.8%

Annualisiert p.a.

+11.9%

Yr 1
+5.8%
Yr 2
-10.7%
Yr 3
+31.7%
Yr 4
+39.6%
Yr 5
+4.7%
Yr 6
+0.0%
Risiko · illustrativ
1
2
3
4
5
6
7
Geringeres RisikoHöheres Risiko

Volatilität p.a.

11.2%

Sharpe

1.06

Max. Drawdown

-17.0%

13 Mt

Erholung

7 Mt

Zusammensetzung · Demo
NVDA
30%
MSFT
25%
AAPL
20%
GOOGL
15%
Cash
10%

Top 5 = 100% des Korbs

Nach Sektor

Technology 75%
Communication Services 15%
Cash 10%

Nach Region

US 90%
10%
Faktor-Noten
MomentumC
Trend-KonsistenzC
Drawdown-ResilienzB

Aus der Demo-Serie berechnet — deskriptiv, keine Empfehlung.

Methodik & Datenquellen
Autopilot-Analog

Pelosi Tracker+ (Join Autopilot portfolio 8735)

Refresh

On new PTR filing (daily poll)

Datenquellen
  • US House Clerk PTR PDFs (disclosures-clerk.house.gov)
  • Optional: Capitol Trades / Quiver politician-trades API
Disclosure-Lag

STOCK Act: up to 45 days after transaction

Grenzen

Disclosure ranges, not exact sizes. Research publication only — no execution mirror. EEA counsel review for politician-named product.

Alle hier gezeigten Zahlen sind illustrativ und aus indexierten Demo-Serien abgeleitet — keine Erfolgsbilanz. Stratify befindet sich in der pre-license phase. Stratify Signals ist eine Research-Publikation — keine Anlageberatung, kein Angebot zum Kauf oder Verkauf von Wertpapieren.