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 | Sell | COLUMBIA ACORN INTERNATIONAL | Nov 28, 2017 |
| OTHER | Sell | GOLDMAN SACHS STRATEGIC INCO | Nov 28, 2017 |
| OTHER | Sell | ABBY CAPITAL FUTURES STRATEG | Jul 27, 2017 |
| OTHER | Sell | AQR MANAGED FUTURES STRATEGY | May 10, 2017 |
| MUNI | Sell | CREDIT SUISSE COMMODITY RETU | Feb 17, 2017 |
| OTHER | Sell | COHEN & STEERS PFD SECS & IN | Jan 13, 2017 |
| OTHER | Sell | AQR MANAGED FUTURES STRATEGY | Aug 16, 2016 |
| MUNI | Sell | MassaCHusETTs sT WTR POlluTN | Aug 12, 2016 |
| OTHER | Sell | DELAWARE EMERGING MKTS FUND | Apr 13, 2015 |
| OTHER | Sell | UNITED STS COMMODITY INDEX F | Apr 13, 2015 |
Niki Tsongas is a United States Representative from MA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 15 disclosed stock trades from Niki Tsongas, filed under the STOCK Act. The portfolio compounds at 18.9% annualized — 0.8% below the S&P 500 benchmark over the same period, with a 33% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Niki Tsongas (D-MA) has disclosed 15 trades under the STOCK Act; portfolio CAGR of 18.9% (-0.8% vs. the S&P 500); top tickers traded: N/A, MUNI.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MUNI. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 18.9% CAGR, -0.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.