Joseph R. Biden Jr. Congressional Trading Profile
Joseph R. Biden Jr. is a President affiliated with the Democratic Party, serving in the US Congress. Disclosed Capitol tracks 13 disclosed stock trades from Joseph R. Biden Jr., filed under the STOCK Act. The full trade history, holdings, sector allocation, and risk metrics are below.
Joseph R. Biden Jr. (Democratic Party) has disclosed 13 trades under the STOCK Act; top tickers traded: N/A, BOND.
Joseph R. Biden Jr.'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: N/A, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.
Portfolio performance vs. S&P 500
Performance metrics require at least 5 enriched trades. New filings flow in as members of Congress disclose them under the STOCK Act.
Executive Branch ServiceOGE
From U.S. Office of Government Ethics Form 278 public financial disclosures. In-office performance covers disclosed transactions only; nominee holdings snapshots are descriptive and never enter performance math.
PresidentCabinet
President · Biden · 2021-01-20 → 2025-01-20
Insufficient transaction data for in-office performance
Disclosed Holdings (showing 20 of 209)
| Asset | Ticker | Value |
|---|---|---|
| U.S. bank #2 (cash) | CASH | $500,001 - $1,000,000 |
| U.S. bank #3 (cash) | CASH | $100,001 - $250,000 |
| -Target Date 2025 Portfolio | FUND | $50,001 - $100,000 |
Joseph R. Biden Jr.
DEMExecutive
Data as of 3:23 AM UTC
CAGR
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Trades
13
Win Rate
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Sharpe
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Beta
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Max DD
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CAGR
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Trades
13
Win Rate
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Max DD
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Joseph R. Biden Jr. portfolio vs S&P 500
Hypothetical $10,000 invested at their first disclosed trade date. · log scale
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Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Description | Ticker | Buy/Sell | Trade Date |
|---|---|---|---|
| BNY Mellon IP Tech Growth | OTHER | SELL | May 24, 2021 |
| Guggenheim VIF SMid Cap Valu | OTHER | SELL | May 24, 2021 |
| Invesco V.I. Health Care | OTHER | SELL | May 24, 2021 |
| MFS VIT Utilities | OTHER | SELL | May 24, 2021 |
| American Century Ultra | OTHER | BUY | May 24, 2021 |
| Blackrock Equity Dividend VI | OTHER | BUY | May 24, 2021 |
| Guggenheim VIF All Cap Value | OTHER | BUY | May 24, 2021 |
| Guggenheim VIF High Yield | OTHER | BUY | May 24, 2021 |
| Guggenheim VIF Small Cap Val | OTHER | BUY | May 24, 2021 |
| Guggenheim VIF Styleplus Mid | OTHER | SELL | May 24, 2021 |
13 trades