Congress

Laurel Lee Portfolio

Laurel Lee · U.S. Representative (Florida)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: BAC 8.5%, JPM 3.4%, BACRP 3.4%, BKLN 3.4%, BTZ 3.4% and 17 more (not traded on the exchange).Rebalances when a new trade filing comes in

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Return · Past 2 years+55.2%$1,000 → $1,552

Nov 15, 2024Nov 12, 2026

Max drawdown−22.1%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing28 daysTraded 9/18, filed 10/16 (28 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,212+$812 (+33.8%)

Copy with $100 a month

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

Holdings

2 stocks · filed 10/16

AAPL80.0%
META20.0%

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

Latest filings

Filed 10/16

10/16

Bought AAPL, bought META

Traded 9/18, filed 10/16 (28 days later)

Bought AAPL 34.0%
Bought META 8.5%
Bought BAC 8.5%
Bought GE 3.9%
Bought JPM 3.4%

and 23 more