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Mike Rounds

Mike Rounds

REP
Senate · SD
Data as of 7:24 AM UTC
CAGR
+2.6%
Trades
10
Win Rate
38%
Sharpe
-0.68
Beta
-0.31
Max DD
(2.8%)
CAGR
+2.6%
Trades
10
Win Rate
38%
Sharpe
-0.68
Beta
-0.31
Max DD
(2.8%)

Mike Rounds 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
MUNIBuyBird Dog Hospitality Fund 1,$15K - $50KMay 1, 2021May 20, 2021
MUNIBuyBird Dog Hospitality Fund 2,$250K - $500KMar 31, 2019Apr 9, 2019
MUNIBuyBird Dog Hospitality, LLCCom$15K - $50KAug 20, 2018Aug 21, 2018
MUNIBuyBird Dog Hospitality V, LLCC$50K - $100KApr 9, 2018Apr 13, 2018
MUNIBuyBird Dog Hospitality III, LL$50K - $100KOct 17, 2017Oct 30, 2017
MUNIBuyBird Dog Hospitality IV, LLC$50K - $100KJul 18, 2017Aug 13, 2017
MUNIBuyBird Dog Hospitality II, LLC$15K - $50KNov 7, 2016Nov 22, 2016
MUNIBuyBird Dog Hospitality, LLCCom$250K - $500KSep 26, 2016Oct 17, 2016
OTHERSellFischer, Rounds & Assoc., In$5.0M - $25MDec 28, 2015Jan 12, 2016
LPBuyBird Dog LLU, LLCCompany:Bir$1K - $15KDec 20, 2015Jun 30, 2016

Mike Rounds (R-SD) Stock Trades & Portfolio

Mike Rounds is a United States Senator from SD affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 10 disclosed stock trades from Mike Rounds, filed under the STOCK Act. The portfolio compounds at 2.6% annualized — 2.1% below the S&P 500 benchmark over the same period, with a 38% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Mike Rounds (R-SD) has disclosed 10 trades under the STOCK Act; portfolio CAGR of 2.6% (-2.1% vs. the S&P 500); top tickers traded: MUNI, N/A, LP.

Mike Rounds'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: MUNI, N/A, LP. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 2.6% CAGR, -2.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Mike Rounds's disclosed portfolio value & net worth

Mike Rounds's disclosed stock portfolio is valued at approximately $1.3M across 1 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 Mike Rounds's total net worth, not a complete measure of it.