Congress

Rudy Yakym Portfolio

Rudy Yakym · U.S. Representative (Indiana)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: IJR 9.3%, OTCKX 9.3%, RSPT 9.3%, SPMD 9.3%, TILIX 9.3% and 8 more (not traded on the exchange).Rebalances when a new trade filing comes in

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Return · Past 2 years+32.7%$1,000 → $1,327

Nov 15, 2024Nov 11, 2026

Max drawdown−16.9%Worst drop from a highVolatilityMediumHow much it swingsFiling timing225 daysTraded 12/31, filed 8/13 (225 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,841+$441 (+18.4%)

Copy with $100 a month

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

Holdings

1 stock · filed 8/13

SPY100.0%

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

Latest filings

Filed 8/13

08/13

Bought SPY, bought IJR

Traded 12/31, filed 8/13 (225 days later)

Bought SPY 31.1%
Bought IJR 9.3%
Bought OTCKX 9.3%
Bought RSPT 9.3%
Bought SPMD 9.3%

and 9 more