Luis V. Gutierrez
DEMHouse · IL
Data as of 3:23 PM UTC
CAGR
+6.4%
Trades
19
Win Rate
67%
Sharpe
0.35
Beta
1.16
Max DD
(35.0%)
CAGR
+6.4%
Trades
19
Win Rate
67%
Sharpe
0.35
Beta
1.16
Max DD
(35.0%)
Luis V. Gutierrez portfolio vs S&P 500
Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Loading portfolio history...
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| BRK-B | Sell | Berkshire Hathaway Inc. New | Jun 5, 2017 |
| OTHER | Sell | Prudential Annuity ⇒ SP | Apr 28, 2017 |
| BRK-B | Buy | Berkshire Hathaway Inc. New | Mar 6, 2017 |
| IAU | Sell | Charles Schwab #5 | Jun 15, 2015 |
| AFG | Sell | sP American Financial Group, | May 18, 2015 |
| GCAP | Sell | sP GAIN Capital Holdings, In | May 18, 2015 |
| OTHER | Sell | Prudential Annuity ⇒ SP | Apr 29, 2015 |
| AFG | Buy | sP American Financial Group, | Apr 24, 2015 |
| GCAP | Buy | sP GAIN Capital Holdings, In | Apr 23, 2015 |
| IAU | Sell | Charles Schwab #5 | Apr 21, 2015 |
19 trades
Luis V. Gutierrez (D-IL) Stock Trades & Portfolio
Luis V. Gutierrez is a United States Representative from IL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 19 disclosed stock trades from Luis V. Gutierrez, filed under the STOCK Act. The portfolio compounds at 6.4% annualized — 4.3% above the S&P 500 benchmark over the same period, with a 71% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Luis V. Gutierrez (D-IL) has disclosed 19 trades under the STOCK Act; portfolio CAGR of 6.4% (+4.3% vs. the S&P 500); top tickers traded: AAPL, N/A, BRK-B.
Luis V. Gutierrez's most recent trades
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Top holdings & sectors
Most-traded tickers: AAPL, N/A, BRK-B. Sector allocation and portfolio weighting appear in the Holdings panel.
Portfolio performance vs. S&P 500
Annualized return: 6.4% CAGR, +4.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Luis V. Gutierrez's disclosed portfolio value & net worth
Luis V. Gutierrez's disclosed stock portfolio is valued at approximately $589K across 3 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 Luis V. Gutierrez's total net worth, not a complete measure of it.