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 |
|---|---|---|---|
| ABX | Buy | Barrick gold Corporation | Oct 22, 2018 |
| ABX | Sell | Barrick Gold Corporation Com | Oct 22, 2018 |
| CSCO | Sell | Cisco Systems, Inc. | Jul 30, 2018 |
| F | Sell | Ford Motor Company | Jul 30, 2018 |
| GE | Sell | general Electric Company | Jul 30, 2018 |
| SCHP | Sell | Schwab u.S. TIPs ETF | Mar 13, 2018 |
| AMZN | Buy | amazon.com, Inc. | Jun 16, 2017 |
| OTHER | Buy | Philz Coffee, Inc. | Feb 26, 2015 |
| SCHA | Buy | Schibsted | May 12, 2014 |
| SCHA | Buy | Schibsted | May 12, 2014 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, ABX, SCHA. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.