James E Risch

Following their disclosures vs. same money in SPY: -1.4 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	PE PEXMX mutual fund (joint)	$1K–$15K	2025-12-15	2026-08-13	PDF →
SELL	TQ TQQQ other (joint)	$50K–$100K	2025-09-16	2026-08-13	PDF →
BUY	TQ TQQQ other (joint)	$15K–$50K	2025-04-07	2026-08-13	PDF →
BUY	TQ TQQQ other (joint)	$15K–$50K	2025-03-11	2026-08-13	PDF →
SELL	PERSI Total Return Fund other (joint)	$1K–$15K	2025-01-15	2026-08-13	PDF →
SELL	PERSI Short Term Investment Portolio other (joint)	$1K–$15K	2025-01-15	2026-08-13	PDF →
SELL	PE PEXMX mutual fund (joint)	$1K–$15K	2025-01-07	2026-08-13	PDF →
SELL	PR PREIX mutual fund (joint)	$1K–$15K	2025-01-07	2026-08-13	PDF →
SELL	VI VINIX mutual fund (joint)	$1K–$15K	2025-01-02	2026-08-13	PDF →
SELL	Nationwide Fixed Fund other (joint)	$1K–$15K	2025-01-02	2026-08-13	PDF →
BUY	T. Rowe Price Extended Equity Market Index F other (joint)	$1K–$15K	2024-12-16	2025-08-13	PDF →
BUY	PE PEXMX mutual fund (joint)	$1K–$15K	2024-12-16	2025-08-13	PDF →
SELL	PERSI Total Return Fund other (joint)	$1K–$15K	2024-12-16	2025-08-13	PDF →
BUY	T. Rowe Price Extended Equity Market Index F other (joint)	$1K–$15K	2024-12-16	2025-08-13	PDF →
SELL	VTWO other (joint)	$1K–$15K	2024-11-12	2025-08-13	PDF →
SELL	TQQQ other (joint)	$50K–$100K	2024-11-12	2025-08-13	PDF →
SELL	SPY other (joint)	$15K–$50K	2024-09-23	2025-08-13	PDF →
BUY	TQQQ other (joint)	$1K–$15K	2024-08-06	2025-08-13	PDF →
SELL	TQQQ other (joint)	$50K–$100K	2024-07-05	2025-08-13	PDF →
SELL	TQQQ other (joint)	$50K–$100K	2024-03-05	2025-08-13	PDF →
SELL	PR PREIX mutual fund (joint)	$1K–$15K	2024-01-08	2025-08-13	PDF →
SELL	PE PEXMX mutual fund (joint)	$1K–$15K	2024-01-08	2025-08-13	PDF →
SELL	VI VINIX mutual fund (joint)	$1K–$15K	2024-01-02	2025-08-13	PDF →
SELL	Nationwide Fixed Fund other (joint)	$1K–$15K	2024-01-02	2025-08-13	PDF →
BUY	PERSI Total Return Fund other (joint)	$50K–$100K	2024-05-15	2024-08-13	PDF →
BUY	TQ TQQQ other	$1K–$15K	2023-12-28	2024-08-13	PDF →
BUY	PE PEXMX mutual fund (joint)	$1K–$15K	2023-12-15	2024-08-13	PDF →
BUY	Ada County Rental Property Desert other (joint)	$250K–$500K	2023-07-13	2024-08-13	PDF →
SELL	U.S. Broad Market Equity Index Fund other (joint)	$50K–$100K	2023-05-15	2024-08-13	PDF →
SELL	U.S. Broad Market Equity Index Fund other (joint)	$1K–$15K	2023-01-17	2024-08-13	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Risch still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
SP SPY		$120K	95.2%	+81.0%	Aug 2023	Feb 2022
VT VTWO		$6K	4.8%	+55.6%	Aug 2023	Feb 2022

Filings 12 on file · every disclosure Risch has made