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Joe Courtney

Joe Courtney

DEM
House · CT
Data as of 2:14 AM UTC
CAGR
+7.8%
Trades
100
Win Rate
54%
Sharpe
-0.19
Beta
-0.48
Max DD
(89.7%)
CAGR
+7.8%
Trades
100
Win Rate
54%
Sharpe
-0.19
Beta
-0.48
Max DD
(89.7%)

Joe Courtney 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
PEIYXSellInherited IRA ⇒ SP$1K - $15KDec 9, 2024May 14, 2025
OTHERSellRollover IRA ⇒ SP$1K - $15KOct 28, 2024May 14, 2025
OTHERSellInherited Brokerage Account $15K - $50KOct 28, 2024May 14, 2025
OTHERSellIRA ⇒$15K - $50KOct 23, 2024May 14, 2025
OTHERSellInherited Brokerage Account $15K - $50KJun 6, 2024May 14, 2025
PEIYXSellInherited IRA ⇒ SP$1K - $15KFeb 29, 2024May 14, 2025
OTHERSellRollover IRA ⇒ SP$1K - $15KJul 25, 2023May 13, 2024
OTHERSellIRA ⇒$1K - $15KJul 25, 2023May 13, 2024
OTHERSellRollover IRA ⇒ SP$1K - $15KJul 24, 2023May 13, 2024
OTHERSellIRA ⇒$1K - $15KJul 24, 2023May 13, 2024
100 trades
…

Joe Courtney (D-CT) Stock Trades & Portfolio

Joe Courtney is a United States Representative from CT affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 100 disclosed stock trades from Joe Courtney, filed under the STOCK Act. The portfolio compounds at 7.8% annualized — 3.1% below the S&P 500 benchmark over the same period, with a 39% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Joe Courtney (D-CT) has disclosed 100 trades under the STOCK Act; portfolio CAGR of 7.8% (-3.1% vs. the S&P 500); top tickers traded: N/A, C, NEE.

Joe Courtney'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, C, NEE. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.8% CAGR, -3.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Joe Courtney's disclosed portfolio value & net worth

Joe Courtney's disclosed stock portfolio is valued at approximately $194K across 17 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 Joe Courtney's total net worth, not a complete measure of it.