Ed CaseCongress

Ed Case Portfolio

Ed Case · U.S. Representative (Hawaii)Congressional trade filings0 people copyingHoldings start from the latest annual financial disclosure, each at the low end of its year-end value range, then add the buys and sells filed since, each at the low end of its amount range. Trades are filed up to 45 days after they're made. Holdings we can't copy yet: VEIRX 1.8%, FFIZX 0.5% (not traded on the exchange).Rebalances when a new trade filing comes in
Return · Past 2 years+55.6%$1,000 → $1,556
Nov 15, 2024Nov 12, 2026
Max drawdown−22.9%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing5 daysTraded 8/13, filed 8/18 (5 days later)

How much to copy with?

$100 a month · $2,400 invested over 24 monthsValue today$3,296+$896 (+37.3%)
Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

4 stocks · filed 8/18

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/18
08/18

Bought AAPL, bought AMZN

Traded 8/13, filed 8/18 (5 days later)
  • Bought AAPL 36.7%
  • Bought AMZN 9.1%
  • Bought JNJ 3.7%
  • Bought MSFT 3.7%
  • Bought VEIRX 1.8%
and 1 more
Returns are a backtest rebuilt from public filings, not actual trading results.

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