Michael Burgess
Trades
39
8 buy / 31 sell
Buy Win Rate
75%
8 buy trades scored
Avg. Buy Return
+23.8%
Dollar-weighted avg
vs S&P 500
-31.6%
Same holding periods
Trading Performance
Based on 8 buys scored - low sample, interpret with caution
Avg. Buy Return+23.8%
S&P 500 (same periods)+55.3%
Alpha vs S&P 500-31.6%
Buy Win Rate75%
Sell Timing79%
Buy / Sell Trades0 / 1
Buy/Sell Ratio0.0x
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.
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Trade History
39 trades disclosed
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Aug 30, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Sep 3, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 25, 2024
UPS
United Parcel Service, Inc. Common
Type:
Sell
Date
Jul 22, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 16, 2024
RY
Royal Bank Of Canada Common
Type:
Buy
Date
Jul 16, 2024
IBM
International Business Machines
Type:
Sell
Date
Apr 10, 2024
ABBV
AbbVie Inc. Common Stock
Type:
Sell
Date
Apr 10, 2024
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Apr 10, 2024
iShares International Inflation-Linked
Type:
Sell
Date
Apr 10, 2024
IT
ITIP
iShares International Inflation-Linked
Type:
Sell
Date
Apr 10, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
XOM
Exxon Mobil Corporation Common
Type:
Sell
Date
Mar 11, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
WBA
Walgreens Boots Alliance, Inc. -
Type:
Sell
Date
Mar 1, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 26, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 23, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2024
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Aug 30, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $15k - $50k | +32dFiling |
| Sep 3, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $15k - $50k | +21dFiling |
| Jul 25, 2024 | RY Royal Bank Of Canada Common | Sell | $15k - $50k | +18dFiling |
| Jul 22, 2024 | UPS United Parcel Service, Inc. Common | Sell | $1k - $15k | +9dFiling |
| Jul 16, 2024 | RY Royal Bank Of Canada Common | Sell | $1k - $15k | +15dFiling |
| Jul 16, 2024 | RY Royal Bank Of Canada Common | Buy | $1k - $15k | +15dFiling |
| Apr 10, 2024 | IBM International Business Machines | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | ABBV AbbVie Inc. Common Stock | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | MRK Merck & Company, Inc. Common | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | iShares International Inflation-Linked | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | IT ITIP iShares International Inflation-Linked | Sell | $1k - $15k | +22dFiling |
| Mar 11, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +30dFiling |
| Mar 11, 2024 | XOM Exxon Mobil Corporation Common | Sell | $15k - $50k | +30dFiling |
| Mar 11, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +11dFiling |
| Mar 1, 2024 | WBA Walgreens Boots Alliance, Inc. - | Sell | $1k - $15k | +21dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +24dFiling |
| Feb 26, 2024 | BBY Best Buy Co., Inc. Common Stock | Sell | $15k - $50k | +10dFiling |
| Feb 23, 2024 | BBY Best Buy Co., Inc. Common Stock | Sell | $15k - $50k | +13dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +24dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Buy | $15k - $50k | +24dFiling |
Showing 1-20 of 39
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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