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Lisa Blunt Rochester

Lisa Blunt Rochester

DEM
House · DE
Data as of 7:24 AM UTC
CAGR
-1.2%
Trades
37
Win Rate
71%
Sharpe
1.36
Beta
0.74
Max DD
(14.6%)
CAGR
-1.2%
Trades
37
Win Rate
71%
Sharpe
1.36
Beta
0.74
Max DD
(14.6%)

Lisa Blunt Rochester 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
IAUSellLISA BLUNT ROCHESTER ROTH IR$1K - $15KOct 9, 2020Aug 10, 2021
IAUSellLISA BLUNT ROCHESTER IRA ⇒ g$1K - $15KOct 9, 2020Aug 10, 2021
IAUSellLISA BLUNT ROCHESTER IRA ⇒ g$1K - $15KJun 18, 2020Aug 10, 2021
OTHERSellCARLISLE COS INC SENIOR$1K - $15KFeb 4, 2019Feb 4, 2019
OTHERSellLISA BLUNT ROCHESTER IRA ⇒ g$1K - $15KFeb 4, 2019Aug 4, 2020
OTHERSellLISA BLUNT ROCHESTER IRA ⇒ g$15K - $50KFeb 4, 2019Aug 4, 2020
ROCBuyROCKWELL AUTOMATION INC CMN$15K - $50KSep 17, 2018Sep 17, 2018
ROCSellROCKWELL AUTOMATION INC CMN$15K - $50KSep 14, 2018Sep 17, 2018
STARBuySTARBUCKS CORP SENIOR$15K - $50KSep 6, 2018Sep 6, 2018
STARSellSTARBUCKS CORP SENIOR$15K - $50KSep 6, 2018Sep 6, 2018
37 trades
…

Lisa Blunt Rochester (D-DE) Stock Trades & Portfolio

Lisa Blunt Rochester is a United States Representative from DE affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 37 disclosed stock trades from Lisa Blunt Rochester, filed under the STOCK Act. The portfolio compounds at -1.2% annualized — 1.6% below the S&P 500 benchmark over the same period, with a 52% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Lisa Blunt Rochester (D-DE) has disclosed 37 trades under the STOCK Act; portfolio CAGR of -1.2% (-1.6% vs. the S&P 500); top tickers traded: N/A, IAU, BOND.

Lisa Blunt Rochester'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: N/A, IAU, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: -1.2% CAGR, -1.6% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Lisa Blunt Rochester's disclosed portfolio value & net worth

Lisa Blunt Rochester's disclosed stock portfolio is valued at approximately $703K across 8 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 Lisa Blunt Rochester's total net worth, not a complete measure of it.