Joe Courtney

Following their disclosures vs. same money in SPY: -48.3 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
SELL	MF MFC	$1K–$15K	2022-04-05	2022-04-12	PDF →
SELL	PB PBCT	$15K–$50K	2022-03-03	2022-04-12	PDF →
SELL	Pimco FDS Income Institutional other	$15K–$50K	2020-10-16	2020-11-16	PDF →
BUY	VO VOO	$15K–$50K	2020-10-16	2020-11-16	PDF →
BUY	VW VWO	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	VE VEA	$1K–$15K	2020-10-16	2020-11-16	PDF →
SELL	SP SPTM	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	GO GOVT	$1K–$15K	2020-10-16	2020-11-16	PDF →
SELL	AA AAPL	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	FL FLCB	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	FL FLCO	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	Franklin growth Fund Advantage other	$1K–$15K	2020-10-16	2020-11-16	PDF →
SELL	Federated MDT Small Cap growth other	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	FL FLQL	$1K–$15K	2020-10-16	2020-11-16	PDF →
BUY	XS XSOE	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	ID IDV	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	EF EFG	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	US USMV	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	VL VLUE	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	IH IHI	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	VI VIG	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	Pimco Investments Income Inst'l other	$15K–$50K	2020-10-09	2020-11-06	PDF →
SELL	SR SRLN	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	VT VTI	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	PU PUTW	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	ES ESGU	$1K–$15K	2020-10-09	2020-11-06	PDF →
SELL	NT NTDOY	$15K–$50K	2020-10-09	2020-11-06	PDF →
BUY	IJ IJR	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	IE IEF	$1K–$15K	2020-10-09	2020-11-06	PDF →
BUY	IE IEFA	$1K–$15K	2020-10-09	2020-11-06	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Courtney 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
IV IVV		$65K	26.8%	+136.4%	Nov 2020	Oct 2020
VO VOO		$64K	26.4%	+132.5%	Nov 2020	Oct 2020
C C		$12K	5.0%	+202.8%	Jul 2020	Aug 2020
VL VLUE		$11K	4.6%	+187.5%	Nov 2020	Oct 2020
FL FLQL		$9K	3.8%	+133.7%	Nov 2020	Oct 2020
ES ESGU		$9K	3.6%	+125.2%	Nov 2020	Oct 2020
IJ IJR		$7K	3.1%	+91.1%	Nov 2020	Oct 2020
VE VEA		$7K	3.0%	+87.2%	Nov 2020	Oct 2020
IE IEFA		$7K	2.9%	+81.0%	Nov 2020	Oct 2020
US USMV		$7K	2.7%	+70.8%	Nov 2020	Oct 2020
VW VWO		$5K	2.3%	+41.7%	Nov 2020	Oct 2020
EF EFG		$5K	2.2%	+39.2%	Nov 2020	Oct 2020
XS XSOE		$5K	2.1%	+32.9%	Nov 2020	Oct 2020
IH IHI		$4K	1.7%	+4.9%	Nov 2020	Oct 2020
FL FLCO		$4K	1.6%	-1.8%	Nov 2020	Oct 2020
FL FLCB		$4K	1.6%	-3.3%	Nov 2020	Oct 2020
GO GOVT		$4K	1.5%	-6.8%	Nov 2020	Oct 2020
IE IEF		$3K	1.4%	-11.4%	Nov 2020	Oct 2020
AM AMT		$3K	1.4%	-15.6%	Jul 2020	Dec 2019
HL HLT		$3K	1.3%	+365.6%	Jul 2020	Aug 2020
TL TLT		$2K	1.0%	-37.6%	Nov 2020	Oct 2020

Filings 20 on file · every disclosure Courtney has made