Pelosi vs. Trump
All trades
Every disclosed transaction from both filers, sortable and searchable. Ret = total return from trade date to today (sign-adjusted for sells). α SPY = return minus SPY return over the same window. Dashes mean the ticker has no yfinance coverage (bonds, preferred shares, delisted names) — those rows still appear so the universe is complete.
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NVDA or PLTR). Click any column
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What's actually in each portfolio
Pelosi
- 61 PTRs · 203 transactions · 185 with equity ticker
- ~24 unique tickers — highly concentrated
- Dollar-weighted dominated by ~5 names: AAPL, NVDA, V, AMZN, FB/META
- Per-trade alpha std: 393% (heavy-tailed)
- Top winners: NVDA buys 2021-22 (+1100% to +1192% alpha). Top loser: AAPL sell on 2017-01-20, day before Apple's 10× run (−1261% alpha)
Trump
- 10 PTRs · 4,289 transactions · 3,089 with equity ticker
- ~964 unique tickers — diversified, NOT index-following
- Only 18% of $ in index funds; 82% in individual stocks
- Per-trade alpha std: 26% (tight, fund-like)
- Top winners: INTC buys March 2026 (+142% alpha); the famous Dell buys pre-endorsement (+88%). Top losers: late-March sells of PENG/APLS/MRVL/AMD just before they rallied.
The five trades that made the news
A YouTube investigation flagged five tickers as cases of "trade, then publicly endorse." Our framework confirms each directional claim:
| Ticker | Trades | Gross deployed | $-weighted return | Story |
|---|---|---|---|---|
| DELL | 4 buys (Feb 10 – Mar 23) | $3.07M | +87.65% | All buys preceded May 8 "go out and buy a Dell" remark. |
| MU | 6 buys (Mar 2 – Mar 25) | $373K | +68.43% | Buys cluster ahead of "just left the head of Micron" comment. |
| TMO | 3 buys + 2 sells | $199K | −7.60% | One buy on the same day as Trump's March 11 site visit. Worst trade of the five. |
| PLTR | 16 trades | $3.71M | −2.99% | Bag-holder pattern. Big Feb 10 sell at near-peak partially offset subsequent dip-buys that kept falling. |
| INTC | 6 buys (Mar 2 – Mar 25) | $189K | +142.48% | Biggest single-name winner in the news-cited slate. |