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 |
|---|---|---|---|
| IAU | Sell | LISA BLUNT ROCHESTER ROTH IR | Oct 9, 2020 |
| IAU | Sell | LISA BLUNT ROCHESTER IRA ⇒ g | Oct 9, 2020 |
| IAU | Sell | LISA BLUNT ROCHESTER IRA ⇒ g | Jun 18, 2020 |
| OTHER | Sell | CARLISLE COS INC SENIOR | Feb 4, 2019 |
| OTHER | Sell | LISA BLUNT ROCHESTER IRA ⇒ g | Feb 4, 2019 |
| OTHER | Sell | LISA BLUNT ROCHESTER IRA ⇒ g | Feb 4, 2019 |
| ROC | Buy | ROCKWELL AUTOMATION INC CMN | Sep 17, 2018 |
| ROC | Sell | ROCKWELL AUTOMATION INC CMN | Sep 14, 2018 |
| STAR | Buy | STARBUCKS CORP SENIOR | Sep 6, 2018 |
| STAR | Sell | STARBUCKS CORP SENIOR | Sep 6, 2018 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, IAU, BOND. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.