Earl Blumenauer
Trades
88
58 buy / 30 sell
Buy Win Rate
56%
25 buy trades scored
Avg. Buy Return
+12.4%
Dollar-weighted avg
vs S&P 500
-23.7%
Same holding periods
Trading Performance
Based on 25 buys scored
Avg. Buy Return+12.4%
S&P 500 (same periods)+36.1%
Alpha vs S&P 500-23.7%
Buy Win Rate56%
Sell Timing77%
Buy / Sell Trades58 / 30
Buy/Sell Ratio1.9x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
88 trades disclosed
Bank of America C Var 27 [CS
Type:
Buy
Date
Nov 8, 2024
US Treasur NT 4%01/27 [GS
Type:
Buy
Date
Nov 19, 2024
US Treasu NT 4.625%02/26 [GS
Type:
Buy
Date
Nov 19, 2024
Toyota Motor Credit 3%/25 [CS
Type:
Sell
Date
Nov 8, 2024
KR
The Kroger Co. 4.5% 29 [CS
Type:
Buy
Date
Nov 8, 2024
CMCSA
Comcast Corp 4.65%33 [CS
Type:
Sell
Date
Nov 21, 2024
CMCSA
Comcast Corp 1.95%31 [CS
Type:
Buy
Date
Nov 21, 2024
UNH
UnitedHealth Gro 3.75%25 [CS
Type:
Sell
Date
Oct 11, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Oct 15, 2024
US Treasu NT 4.625% Due
Type:
Buy
Date
Oct 21, 2024
US Treasu Nt 4.125% UST Due
Type:
Buy
Date
Oct 21, 2024
STZ
Constellation BR 2.25%31 Due
Type:
Buy
Date
Oct 11, 2024
TGT
Target Corp 2.35%30 [CS
Type:
Buy
Date
Sep 26, 2024
VTR
Ventas, Inc. Common Stock (VTR)
Type:
Sell
Date
Sep 19, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Sep 27, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Sep 13, 2024
TGT
Target Corp 3.375%29 [CS
Type:
Sell
Date
Sep 26, 2024
US Treasur Nt 2.75%08/32 [GS
Type:
Buy
Date
Aug 29, 2024
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Jul 9, 2024
WBD
Warner Bros. Discovery, Inc. - Series
Type:
Sell
Date
Jul 9, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jul 26, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jul 12, 2024
BAX
Baxter International Inc. Common
Type:
Buy
Date
Jul 9, 2024
US Treasu NT 4.625%04/31 [GS
Type:
Buy
Date
Jun 7, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
Jun 21, 2024
US Treasury 5.375%02/31UST Bond
Type:
Sell
Date
Jun 7, 2024
CVS
CVS Health Corporation Common
Type:
Sell
Date
Jun 27, 2024
JPM
JPMorgan Chase & Var 35 Due
Type:
Buy
Date
May 17, 2024
US Treasury Due [GS
Type:
Buy
Date
May 17, 2024
US Treasury Bill Due [GS
Type:
Buy
Date
May 17, 2024
US Treasur Nt 3.625% Due
Type:
Buy
Date
May 17, 2024
ECL
ECOLAB Inc. 2.125% Due
Type:
Buy
Date
May 17, 2024
WFC
Wells Fargo & Co Var 29 Due
Type:
Buy
Date
Apr 4, 2024
BX
Blackstone Inc. Common Stock (BX)
Type:
Sell
Date
Apr 4, 2024
CAT
Caterpillar, Inc. Common Stock (CAT) S (partial)
Type:
Sell
Date
Apr 4, 2024
KR
Kroger Company
Type:
Sell
Date
Apr 4, 2024
MGA
Magna International, Inc. Common
Type:
Sell
Date
Apr 4, 2024
MCK
McKesson Corporation Common
Type:
Sell
Date
Apr 4, 2024
DGX
Quest Diagnostics Incorporated
Type:
Sell
Date
Apr 4, 2024
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Apr 4, 2024
SO
Southern Company
Type:
Buy
Date
Apr 4, 2024
GS
The Goldman Sachs Var 33 Due
Type:
Buy
Date
Apr 4, 2024
US Treasury Bill 24 Due
Type:
Buy
Date
Apr 30, 2024
V
Visa Inc.
Type:
Buy
Date
Apr 4, 2024
ERJ
Embraer S.A. Common Stock (ERJ)
Type:
Sell
Date
Apr 4, 2024
US Treasury Bill [GS
Type:
Buy
Date
Mar 27, 2024
UL
Unilever PLC Common Stock (UL)
Type:
Sell
Date
Feb 12, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Feb 12, 2024
GOOGL
Alphabet Inc. - Class A Common
Type:
Sell
Date
Feb 1, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Buy
Date
Feb 12, 2024
PHG
Koninklijke Philips N.V. NY Registry
Type:
Buy
Date
Feb 12, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2024
DEO
Diageo plc
Type:
Buy
Date
Dec 7, 2023
ALK
Alaska Air Group, Inc.
Type:
Sell
Date
Dec 13, 2023
US Treas NT 4.5% 11/33 [GS
Type:
Buy
Date
Dec 20, 2023
US Treas NT 4.5% 11/33 [GS
Type:
Buy
Date
Dec 15, 2023
US Treasury Bill Due [GS
Type:
Buy
Date
Nov 3, 2023
PYPL
PayPal Holdings, Inc.
Type:
Sell
Date
Nov 9, 2023
IP
International Paper Company (IP)
Type:
Sell
Date
Nov 8, 2023
US Treasury Bill Due [GS
Type:
Buy
Date
Sep 29, 2023
Toyota Motor Credit 3%/25 [CS
Type:
Buy
Date
Oct 2, 2023
US Treasury Bill Due [GS
Type:
Buy
Date
Aug 25, 2023
SYY
Sysco Corporation
Type:
Buy
Date
Aug 24, 2023
SYY
Sysco Corporation
Type:
Buy
Date
Aug 23, 2023
F
Ford Motor Company
Type:
Sell
Date
Aug 16, 2023
TMO
Thermo Fisher SC 1.75%/28 [CS
Type:
Buy
Date
Jul 20, 2023
US Treasur NT 4.25%05/25 [GS
Type:
Buy
Date
Jul 20, 2023
ICE
Intercontinental Exchange Inc. (ICE)
Type:
Sell
Date
Jul 27, 2023
CMCSA
Comcast Corp 4.65%33 [CS
Type:
Buy
Date
Jul 14, 2023
CNC
Centene Corporation
Type:
Sell
Date
Jun 15, 2023
BROS
Dutch Bros Inc. Class A
Type:
Sell
Date
Jun 30, 2023
MOH
Molina Healthcare Inc
Type:
Buy
Date
Jun 15, 2023
US TREASURY Bill Due
Type:
Buy
Date
May 2, 2023
US TREASUR NT 3.5%02/33 [GS
Type:
Buy
Date
May 25, 2023
PYPL
PayPal Holdings, Inc.
Type:
Buy
Date
May 10, 2023
US TREASUR NT 2.25%03/26 [GS
Type:
Buy
Date
May 25, 2023
USTREASURY BILL Due
Type:
Buy
Date
May 12, 2023
US TREASURY BILL Due
Type:
Buy
Date
May 2, 2023
FRCB
FIRST REPUBLIC BANK
Type:
Sell
Date
Mar 20, 2023
Berkshire Hathaw 2.75%
Type:
Sell
Date
Mar 15, 2023
FDX
FedEx Corporation
Type:
Sell
Date
Mar 9, 2023
SIVBQ
SVB Financial Group
Type:
Buy
Date
Mar 9, 2023
BAC
Bank of America Corporation (BAC)
Type:
Sell
Date
Mar 9, 2023
PYPL
PayPal Holdings 4.4%32 [CS
Type:
Buy
Date
Feb 7, 2023
US Treasu NT 3.125% Due
Type:
Buy
Date
Jan 3, 2023
US Treasury 5.375%02/31UST Bond
Type:
Buy
Date
Jan 3, 2023
AMZN
Amazon.Com, Inc, 4.65%29 Due
Type:
Buy
Date
Dec 22, 2022
INTC
Intel Corp 2.7%/22 Due [CS] S
Type:
Sell
Date
Dec 15, 2022
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer