Congress

Rob Wittman Portfolio

Rob Wittman · U.S. Representative (Virginia)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: LLDYX 5.6%, PCBIX 3.0%, PONPX 3.0%, CFFI 2.8%, ELV 2.8% and 65 more (not traded on the exchange).Rebalances when a new trade filing comes in

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Return · Past 2 years+56.3%$1,000 → $1,563

Nov 15, 2024Nov 12, 2026

Max drawdown−17.1%Worst drop from a highVolatilityMediumHow much it swingsFiling timing43 daysTraded 6/30, filed 8/12 (43 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,236+$836 (+34.8%)

Copy with $100 a month

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

Holdings

5 stocks · filed 8/12

AAPL45.5%
MSFT14.3%
AMZN13.4%
COST13.4%
SPY13.4%

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

Latest filings

Filed 8/12

08/12

Bought AAPL, bought LLDYX

Traded 6/30, filed 8/12 (43 days later)

Bought AAPL 9.4%
Bought LLDYX 5.6%
Bought MSFT 3.0%
Bought PCBIX 3.0%
Bought PONPX 3.0%

and 75 more