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Jackie Speier

Jackie Speier

DEM
House · CA
Data as of 7:24 AM UTC
CAGR
+5.6%
Trades
13
Win Rate
—
Sharpe
0.51
Beta
1.07
Max DD
(35.8%)
CAGR
+5.6%
Trades
13
Win Rate
—
Sharpe
0.51
Beta
1.07
Max DD
(35.8%)

Jackie Speier 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
ABXBuyBarrick gold Corporation$1K - $15KOct 22, 2018Oct 31, 2018
ABXSellBarrick Gold Corporation Com$1K - $15KOct 22, 2018Oct 4, 2019
CSCOSellCisco Systems, Inc.$1K - $15KJul 30, 2018Jul 31, 2018
FSellFord Motor Company$1K - $15KJul 30, 2018Jul 31, 2018
GESellgeneral Electric Company$1K - $15KJul 30, 2018Jul 31, 2018
SCHPSellSchwab u.S. TIPs ETF$100K - $250KMar 13, 2018Mar 13, 2018
AMZNBuyamazon.com, Inc.$1K - $15KJun 16, 2017Jun 19, 2017
OTHERBuyPhilz Coffee, Inc.N/AFeb 26, 2015Feb 27, 2015
SCHABuySchibsted$1K - $15KMay 12, 2014May 14, 2014
SCHABuySchibsted$15K - $50KMay 12, 2014May 14, 2014
13 trades

Jackie Speier (D-CA) Stock Trades & Portfolio

Jackie Speier is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 13 disclosed stock trades from Jackie Speier, filed under the STOCK Act. The portfolio compounds at 5.6% annualized — 3.8% below the S&P 500 benchmark over the same period, with a 71% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Jackie Speier (D-CA) has disclosed 13 trades under the STOCK Act; portfolio CAGR of 5.6% (-3.8% vs. the S&P 500); top tickers traded: N/A, ABX, SCHA.

Jackie Speier'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, ABX, SCHA. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 5.6% CAGR, -3.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Jackie Speier's disclosed portfolio value & net worth

Jackie Speier's disclosed stock portfolio is valued at approximately $78K across 2 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 Jackie Speier's total net worth, not a complete measure of it.