Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| MS | Buy | Morgan Stanley | Aug 19, 2015 |
| ANTM | Sell | Anthem, Inc. | Jul 1, 2015 |
| UNH | Sell | UnitedHealth group Incorpora | Jun 30, 2015 |
| DOW | Buy | Dow Chemical Co | Jun 18, 2015 |
| TGT | Buy | Target Corporation | Jun 18, 2015 |
| FCX | Sell | Freeport | Jun 17, 2015 |
| GILD | Buy | gilead Sciences, Inc. | May 15, 2015 |
| AVY | Sell | Avon Products Inc. | May 13, 2015 |
| MDT | Sell | Medtronic plc. Ordinary Shar | Mar 27, 2015 |
| ABBV | Buy | AbbVie Inc. | Mar 11, 2015 |
John A. Boehner is a United States Representative from OH affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 35 disclosed stock trades from John A. Boehner, filed under the STOCK Act. The portfolio compounds at -2.4% annualized — 0.5% below the S&P 500 benchmark over the same period, with a 64% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
John A. Boehner (R-OH) has disclosed 35 trades under the STOCK Act; portfolio CAGR of -2.4% (-0.5% vs. the S&P 500); top tickers traded: UNH, COV, HYH.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: UNH, COV, HYH. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: -2.4% CAGR, -0.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
John A. Boehner's disclosed stock portfolio is valued at approximately $249K across 8 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on John A. Boehner's total net worth, not a complete measure of it.