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Stephen F. Lynch

Stephen F. Lynch

DEM
House · MA
Data as of 5:27 PM UTC
CAGR
+1.2%
Trades
11
Win Rate
—
Sharpe
—
Beta
—
Max DD
—
CAGR
+1.2%
Trades
11
Win Rate
—
Sharpe
—
Beta
—
Max DD
—

Stephen F. Lynch 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
FUNDSellFederated Kaufman Small Cap $1K - $15KJun 3, 2024Jul 31, 2024
FUNDSellFidelity Balanced Fund$15K - $50KJun 3, 2024Jul 31, 2024
FUNDSellFidelity Contra Fund Mutual $100K - $250KJun 3, 2024Jul 31, 2024
TGTBuyVanguard Target Date 2025 Mu$250K - $500KJun 3, 2024Jul 31, 2024
NVDABuyNVIDIA Corporation$1K - $15KMay 22, 2024May 23, 2024
VMWSellVmware, Inc. Common stock, C$1K - $15KNov 27, 2023May 1, 2024
FUNDBuyAmerican Funds Income Fund o$15K - $50KDec 30, 2022Jan 11, 2023
FDEVBuyFidelity Emerging Markets Mu$1K - $15KDec 30, 2022Jan 11, 2023
FUNDSellInvesco Development Markets $1K - $15KDec 30, 2022Jan 11, 2023
OTHERSellNationwide Investor Destinat$15K - $50KDec 30, 2022Jan 11, 2023
11 trades

Stephen F. Lynch (D-MA) Stock Trades & Portfolio

Stephen F. Lynch is a United States Representative from MA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 11 disclosed stock trades from Stephen F. Lynch, filed under the STOCK Act. The portfolio compounds at 1.2% annualized — 5.4% above the S&P 500 benchmark over the same period, with a 75% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Stephen F. Lynch (D-MA) has disclosed 11 trades under the STOCK Act; portfolio CAGR of 1.2% (+5.4% vs. the S&P 500); top tickers traded: FUND, TGT, NVDA.

Stephen F. Lynch'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: FUND, TGT, NVDA. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 1.2% CAGR, +5.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Stephen F. Lynch's disclosed portfolio value & net worth

Stephen F. Lynch's disclosed stock portfolio is valued at approximately $580K across 4 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 Stephen F. Lynch's total net worth, not a complete measure of it.