Congress

Katherine Clark Portfolio

Katherine Clark · U.S. Representative (Massachusetts)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: FDRXX 12.2%, SEQUX 10.5%, BRK.B 7.4%, FFFEX 4.2%, JPM 2.1% and 10 more (not traded on the exchange).Rebalances when a new trade filing comes in

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Return · Past 2 years+38.1%$1,000 → $1,381

Nov 15, 2024Nov 11, 2026

Max drawdown−19.7%Worst drop from a highVolatilityMediumHow much it swingsFiling timing135 daysTraded 12/31, filed 5/15 (135 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,970+$570 (+23.7%)

Copy with $100 a month

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

Holdings

4 stocks · filed 5/15

SPY64.5%
AAPL27.6%
MSFT4.2%
GOOGL3.7%

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

Latest filings

Filed 5/15

05/15

Katherine Clark kept the portfolio unchanged

Traded 12/31, filed 5/15 (135 days later)

05/15

Katherine Clark kept the portfolio unchanged

Traded 12/31, filed 5/15 (135 days later)

05/15

Trimmed SPY, added SEQUX

Traded 12/31, filed 5/15 (135 days later)

Trimmed SPY 55.2% → 36.8%
Added SEQUX 4.2% → 10.5%
Added AAPL 12.5% → 15.8%
Added FDRXX 10.5% → 12.2%
Added BRK.B 6.3% → 7.4%

and 10 more