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Ed Whitfield

Ed Whitfield

REP
House · KY
Data as of 9:28 AM UTC
CAGR
+5.8%
Trades
106
Win Rate
56%
Sharpe
1.39
Beta
0.91
Max DD
(21.5%)
CAGR
+5.8%
Trades
106
Win Rate
56%
Sharpe
1.39
Beta
0.91
Max DD
(21.5%)

Ed Whitfield 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
DEOSellsP Diageo plc$1K - $15KSep 2, 2016Sep 14, 2016
PGSellsP Procter & gamble Company$1K - $15KAug 23, 2016Aug 31, 2016
CNQSellsP Canadian Natural Resource$1K - $15KAug 11, 2016Aug 31, 2016
CHTRSellsP Charter Communications, I$1K - $15KJul 31, 2016Aug 12, 2016
LILABuysP Liberty global plc$1K - $15KJul 31, 2016Aug 12, 2016
CHTRBuyCharter Communications, Inc.$1K - $15KJul 31, 2016Oct 20, 2016
DEABuyEasterly government Properti$1K - $15KJul 12, 2016Jul 31, 2016
BIIBSellsP Biogen Inc.$1K - $15KJun 30, 2016Jul 15, 2016
AIRMBuysP air Methods Corporation$1K - $15KMay 31, 2016Jun 14, 2016
NXPIBuysP NXP semiconductors N.V. 0$1K - $15KMay 31, 2016Jun 14, 2016
100 trades
…

Ed Whitfield (R-KY) Stock Trades & Portfolio

Ed Whitfield is a United States Representative from KY affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 106 disclosed stock trades from Ed Whitfield, filed under the STOCK Act. The portfolio compounds at 5.8% annualized — 0.9% above the S&P 500 benchmark over the same period, with a 56% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Ed Whitfield (R-KY) has disclosed 106 trades under the STOCK Act; portfolio CAGR of 5.8% (+0.9% vs. the S&P 500); top tickers traded: WFC, BIIB, PM.

Ed Whitfield'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: WFC, BIIB, PM. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 5.8% CAGR, +0.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Ed Whitfield's disclosed portfolio value & net worth

Ed Whitfield's disclosed stock portfolio is valued at approximately $390K across 31 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 Ed Whitfield's total net worth, not a complete measure of it.