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Beto O'Rourke

Beto O'Rourke

DEM
House · TX
Data as of 7:21 AM UTC
CAGR
-6.5%
Trades
12
Win Rate
60%
Sharpe
0.29
Beta
1.06
Max DD
(100.0%)
CAGR
-6.5%
Trades
12
Win Rate
60%
Sharpe
0.29
Beta
1.06
Max DD
(100.0%)

Beto O'Rourke 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
LPSellsP CaMPR Partners limited$1.0M - $5MDec 19, 2014Dec 22, 2014
WMBBuyWilliams Companies, Inc.$1K - $15KOct 15, 2014Nov 10, 2014
EPDBuyEnterprise Products Partners$1K - $15KOct 14, 2014Nov 10, 2014
RIGBuyTransocean Partners LLC Comm$1K - $15KJul 31, 2014Aug 19, 2014
COHSellCoach, Inc.$1K - $15KMay 14, 2014Jun 1, 2014
IYGSelliShares U.S. Financial Servi$15K - $50KMay 14, 2014Jun 1, 2014
FEZBuySPdR dJ Euro STOXX 50 Etf 03$15K - $50KMay 14, 2014Jun 1, 2014
STJSellSt. Jude Medical, Inc. 03/4/$1K - $15KMay 14, 2014Jun 1, 2014
PAASellPlains all american Pipeline$1K - $15KMar 28, 2014May 14, 2014
DCPBuyDCP Midstream Partners, LP D$1K - $15KFeb 28, 2014Mar 13, 2014
12 trades

Beto O'Rourke (D-TX) Stock Trades & Portfolio

Beto O'Rourke is a United States Representative from TX affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 12 disclosed stock trades from Beto O'Rourke, filed under the STOCK Act. The portfolio compounds at -6.5% annualized — 1.9% below the S&P 500 benchmark over the same period, with a 50% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Beto O'Rourke (D-TX) has disclosed 12 trades under the STOCK Act; portfolio CAGR of -6.5% (-1.9% vs. the S&P 500); top tickers traded: KMI, LP, WMB.

Beto O'Rourke'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: KMI, LP, WMB. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: -6.5% CAGR, -1.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Beto O'Rourke's disclosed portfolio value & net worth

Beto O'Rourke's disclosed stock portfolio is valued at approximately $42K across 4 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 Beto O'Rourke's total net worth, not a complete measure of it.