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 |
|---|---|---|---|
| FUND | Buy | CTECBXCompany:Guggenheim Inv | May 4, 2020 |
| BIF | Sell | Boulder Growth & Income Fund | May 4, 2020 |
| BIF | Buy | Boulder Growth & Income Fund | May 17, 2019 |
| GDV | Sell | The Gabelli Dividend & Incom | May 17, 2019 |
| GDV | Sell | The Gabelli Dividend & Incom | Aug 24, 2018 |
| GDV | Buy | The Gabelli Dividend & Incom | Apr 23, 2018 |
| BOND | Sell | Torchmark Corporation NTS IS | Apr 23, 2018 |
| PBR | Sell | Petrobras International Fina | Nov 17, 2014 |
| CSX | Sell | CSX Corp NTS ISIN US126408GQ | Apr 29, 2014 |
| BG | Sell | Bunge Limited Finance Corp N | Jan 2, 2014 |
Roger F Wicker is a United States Senator from MS affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 10 disclosed stock trades from Roger F Wicker, filed under the STOCK Act. The portfolio compounds at 2.2% annualized — 6.2% below the S&P 500 benchmark over the same period, with a 14% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Roger F Wicker (R-MS) has disclosed 10 trades under the STOCK Act; portfolio CAGR of 2.2% (-6.2% vs. the S&P 500); top tickers traded: GDV, BIF, FUND.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: GDV, BIF, FUND. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 2.2% CAGR, -6.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.