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Jim McDermott

Jim McDermott

DEM
House · WA
Data as of 9:40 PM UTC
CAGR
+11.6%
Trades
41
Win Rate
65%
Sharpe
1.20
Beta
1.41
Max DD
(27.9%)
CAGR
+11.6%
Trades
41
Win Rate
65%
Sharpe
1.20
Beta
1.41
Max DD
(27.9%)

Jim McDermott 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.

TickerActionDescriptionAmountTradedFiledShare
OTHERBuyRuth Rivera Opt$15K - $50KDec 9, 2016Dec 9, 2016
CBuyCITIGRoUP INC DEP SHS$15K - $50KOct 12, 2016Oct 12, 2016
FITBSellFIFTH THIRD bANCoRP$15K - $50KOct 11, 2016Oct 11, 2016
ETFCBuyE Trade Finl Corp$15K - $50KSep 27, 2016Sep 27, 2016
FITBSellFIFTH THIRD bANCORP$1K - $15KSep 27, 2016Sep 27, 2016
GSBuygoldman Sachs Medium Term No$15K - $50KApr 8, 2016May 17, 2016
BACBuybank America Corp$15K - $50KFeb 25, 2016Feb 25, 2016
FNMASellgOVT NATL MTg ASSN$50K - $100KFeb 24, 2016Feb 24, 2016
BACBuybank America Corp$50K - $100KFeb 11, 2016Feb 11, 2016
OTHERSellFEDL NATL MTg ASSN 02/2/2016$50K - $100KFeb 10, 2016Mar 17, 2016
41 trades
…

Jim McDermott (D-WA) Stock Trades & Portfolio

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.

Jim McDermott'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: C, FITB, BAC. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.