Nancy Pelosi's disclosed portfolio
The law requires her to publish her trades. That paperwork became the most closely watched portfolio on the internet.
SourceUS House of Representatives, STOCK Act disclosuresThe report does not state its as-of date.
The +28.9% above is what these weights would have done over 12 months. It is not Nancy Pelosi's return.
These positions come from the public transaction disclosures associated with the household of Nancy Pelosi, former Speaker of the US House of Representatives.
Since 2012, the STOCK Act has required members of the US Congress to publish their household's purchases and sales within a set deadline. The intention was transparency. The side effect was a data source now followed by investors worldwide, and an entire industry of accounts copying those trades.
Nancy Pelosi's case is the most discussed for two reasons. The first is what gets bought: a portfolio heavily concentrated in large US technology companies, in exactly the years that sector dominated the market. The second is how. Much of what is disclosed, executed by her husband, consists of long-dated call options, which multiply both the gain and the loss compared with buying the share.
It helps to know what you are looking at. These disclosures report trades; they are not an audited snapshot of a portfolio. They are published late and the amounts come in ranges rather than exact figures. They are very useful for understanding how one investor behaves, and close to useless for copying trades that happened weeks ago.
Positions come from the transaction disclosures the STOCK Act requires of members of the US Congress. They are not a 13F: they report trades within a legal deadline and in value ranges, so any reconstruction of the portfolio is approximate.
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