Pelosi Strategy? How it works This owns the same companies Nancy Pelosi and her family do, in roughly the proportions they report holding them, and only changes when something new is disclosed. See her trades →

CAGR
20.3% (SPY 14.0%)
Sharpe
0.85 (SPY 0.73)
Max DD
-40.7% (SPY -33.7%)
Vol
22.5% (SPY 17.3%)
Time
12.3 yrs (2014–2026)
Turnover (ann.)
0.86x
Tcost (ann.)
-0.10%
Margin cost (ann.)
+0.01%
Interest earned (ann.)
+0.00%
Beta
1.17
Corr
0.9
Stocks traded
43 (17.8 avg held)

Data as of Sep 2026 (2026-09-11).

Current holdings
Portfolio weights arrow keys walk the tickers
Return contribution
SymbolContribution
AAPL +100.85%
V +52.81%
CRM +19.84%
AMZN +17.91%
GOOGL +17.57%
NVDA +15.23%
MSFT +13.39%
CMCSA +4.23%
CRWD +3.88%
AVGO +3.67%
PYPL -1.73%
TSLA -1.72%
INTC -0.76%
SUNE -0.73%
CLNE -0.58%
SQ -0.55%
BFET -0.36%
DBX -0.26%
MU -0.17%
VST -0.07%

Backtested and hypothetical results, shown for educational purposes only — not investment advice. Past performance does not indicate future results.