Congress

Ed Case Portfolio

Ed Case · U.S. Representative (Hawaii)Congressional trade filings0 people copyingHoldings start from the latest annual financial disclosure, each at the low end of its year-end value range, then add the buys and sells filed since, each at the low end of its amount range. Trades are filed up to 45 days after they're made. Holdings we can't copy yet: VEIRX 1.8%, FFIZX 0.5% (not traded on the exchange).Rebalances when a new trade filing comes in

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Return · Past 2 years+55.4%$1,000 → $1,554

Nov 15, 2024Nov 11, 2026

Max drawdown−22.9%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing5 daysTraded 8/13, filed 8/18 (5 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$3,293+$893 (+37.2%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

4 stocks · filed 8/18

AAPL69.0%
AMZN17.2%
JNJ6.9%
MSFT6.9%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/18

08/18

Trimmed AAPL, trimmed AMZN

Traded 8/13, filed 8/18 (5 days later)

Trimmed AAPL 66.7% → 36.7%
Trimmed AMZN 16.6% → 9.1%
Trimmed JNJ 6.7% → 3.7%
Trimmed MSFT 6.7% → 3.7%
Trimmed VEIRX 3.3% → 1.8%

and 1 more

08/18

Bought AAPL, bought AMZN

Traded 8/13, filed 8/18 (5 days later)

Bought AAPL 66.7%
Bought AMZN 16.6%
Bought MSFT 6.7%
Bought JNJ 6.7%
Bought VEIRX 3.3%