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 |
|---|---|---|---|
| OTHER | Buy | Ruth Rivera Opt | Dec 9, 2016 |
| C | Buy | CITIGRoUP INC DEP SHS | Oct 12, 2016 |
| FITB | Sell | FIFTH THIRD bANCoRP | Oct 11, 2016 |
| ETFC | Buy | E Trade Finl Corp | Sep 27, 2016 |
| FITB | Sell | FIFTH THIRD bANCORP | Sep 27, 2016 |
| GS | Buy | goldman Sachs Medium Term No | Apr 8, 2016 |
| BAC | Buy | bank America Corp | Feb 25, 2016 |
| FNMA | Sell | gOVT NATL MTg ASSN | Feb 24, 2016 |
| BAC | Buy | bank America Corp | Feb 11, 2016 |
| OTHER | Sell | FEDL NATL MTg ASSN 02/2/2016 | Feb 10, 2016 |
Jim McDermott is a United States Representative from WA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 41 disclosed stock trades from Jim McDermott, filed under the STOCK Act. The portfolio compounds at 11.6% annualized — 0.0% 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.
Jim McDermott (D-WA) has disclosed 41 trades under the STOCK Act; portfolio CAGR of 11.6% (-0.0% vs. the S&P 500); top tickers traded: C, FITB, BAC.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: C, FITB, BAC. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 11.6% CAGR, -0.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Jim McDermott's disclosed stock portfolio is valued at approximately $919K across 9 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 Jim McDermott's total net worth, not a complete measure of it.