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 |
|---|---|---|---|
| DEO | Sell | sP Diageo plc | Sep 2, 2016 |
| PG | Sell | sP Procter & gamble Company | Aug 23, 2016 |
| CNQ | Sell | sP Canadian Natural Resource | Aug 11, 2016 |
| CHTR | Sell | sP Charter Communications, I | Jul 31, 2016 |
| LILA | Buy | sP Liberty global plc | Jul 31, 2016 |
| CHTR | Buy | Charter Communications, Inc. | Jul 31, 2016 |
| DEA | Buy | Easterly government Properti | Jul 12, 2016 |
| BIIB | Sell | sP Biogen Inc. | Jun 30, 2016 |
| AIRM | Buy | sP air Methods Corporation | May 31, 2016 |
| NXPI | Buy | sP NXP semiconductors N.V. 0 | May 31, 2016 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: WFC, BIIB, PM. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.