Robert Wittman
Trades
57
22 buy / 35 sell
Buy Win Rate
84%
19 buy trades scored
Avg. Buy Return
+65.6%
Dollar-weighted avg
vs S&P 500
-3.5%
Same holding periods
Trading Performance
Based on 19 buys scored - low sample, interpret with caution
Avg. Buy Return+65.6%
S&P 500 (same periods)+69.0%
Alpha vs S&P 500-3.5%
Buy Win Rate84%
Sell Timing74%
Buy / Sell Trades22 / 35
Buy/Sell Ratio0.6x
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
57 trades disclosed
AAPL
Apple Inc.
Type:
Sell
Date
Sep 28, 2023
ABBV
AbbVie Inc.
Type:
Sell
Date
Sep 28, 2023
HIG
Hartford Financial Services Group,
Type:
Sell
Date
Sep 28, 2023
UNH
UnitedHealth Group Incorporated
Type:
Sell
Date
Sep 28, 2023
KMI
Kinder Morgan, Inc.
Type:
Sell
Date
Sep 28, 2023
EOG
EOG Resources, Inc.
Type:
Sell
Date
Sep 28, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Sep 28, 2023
WMT
Walmart Inc.
Type:
Sell
Date
Sep 28, 2023
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Sep 28, 2023
FIS
Fidelity National Information
Type:
Sell
Date
Sep 15, 2023
IFF
International Flavors & Fragrances,
Type:
Sell
Date
Sep 15, 2023
AMT
American Tower Corporation (AMT)
Type:
Buy
Date
Sep 7, 2023
PLD
ProLogis, Inc.
Type:
Sell
Date
Sep 28, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Sep 28, 2023
AMZN
Amazon.com, Inc.
Type:
Sell
Date
Sep 28, 2023
CAT
Caterpillar, Inc.
Type:
Sell
Date
Sep 28, 2023
PSX
Phillips
Type:
Sell
Date
Aug 17, 2023
PG
Procter & Gamble Company
Type:
Buy
Date
Jul 31, 2023
KMB
Kimberly-Clark Corporation (KMB)
Type:
Sell
Date
Jul 31, 2023
ZTS
Zoetis Inc. Class A
Type:
Buy
Date
Jul 21, 2023
DG
Dollar General Corporation
Type:
Sell
Date
Jul 21, 2023
CB
Chubb Limited
Type:
Sell
Date
Jun 13, 2023
SPGI
S&P Global Inc.
Type:
Buy
Date
Jun 13, 2023
AVGO
Broadcom Inc.
Type:
Sell
Date
Jun 13, 2023
ACN
Accenture plc Class A Ordinary
Type:
Sell
Date
Apr 21, 2023
ACN
Accenture plc Class A Ordinary Shares P
Type:
Buy
Date
Oct 8, 2022
PDM
Piedmont Office Realty Trust, Inc.
Type:
Sell
Date
Feb 27, 2022
TJX
TJX Companies, Inc.
Type:
Buy
Date
Jul 15, 2022
MA
Mastercard Incorporated
Type:
Buy
Date
Dec 7, 2022
JPM
JP Morgan Chase & Co.
Type:
Buy
Date
May 30, 2023
XOM
Exxon Mobil Corporation
Type:
Buy
Date
Apr 20, 2023
CSCO
Cisco Systems, Inc.
Type:
Sell
Date
Apr 20, 2023
MSCI
Ishares MSCI Euro Financial [OT
Type:
Buy
Date
Feb 3, 2023
BWZ
SPDR Bloomberg Short Term HI [OT] S
Type:
Sell
Date
Feb 3, 2023
Ishares US Technology ETF [OT
Type:
Sell
Date
Feb 3, 2023
Ishares US Pharmaceuticals ETF [OT] P
Type:
Buy
Date
Feb 3, 2023
MSCI
Global
Type:
Sell
Date
Feb 3, 2023
MOTI
Vaneck Morningstar Intl Moat ETF
Type:
Buy
Date
Feb 3, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Feb 3, 2023
Metropolitan West Tot Ret Bd I [OT
Type:
Buy
Date
Jan 17, 2023
VXUS
Vanguard Total Intl Bond ETF [OT
Type:
Sell
Date
Jan 17, 2023
Virtus Vontobel Foreign Opp [OT
Type:
Sell
Date
Jan 4, 2023
EQT
Harding Loevner Intl Eqty Inst [OT
Type:
Buy
Date
Jan 4, 2023
ELV
Elevance Health, Inc.
Type:
Sell
Date
Jan 3, 2023
AB Global Bond Adv [OT
Type:
Buy
Date
Jan 17, 2023
BND
Vanguard Total Bond Market [OT
Type:
Sell
Date
Jan 17, 2023
BAX
Baxter International Inc.
Type:
Sell
Date
Jan 20, 2023
EQT
Harding Loevner Intl Eqty Inst [OT
Type:
Buy
Date
Jan 20, 2023
AB Global Bond Adv [CS
Type:
Sell
Date
Dec 14, 2022
Metropolitan West Tot Ret Bd I [OT
Type:
Sell
Date
Dec 14, 2022
VXUS
Vanguard Total Intl Bond ETF [OT
Type:
Buy
Date
Dec 14, 2022
BND
Vanguard Total Bond Market ETF
Type:
Buy
Date
Dec 14, 2022
CMCSA
Comcast Corporation - Class A
Type:
Buy
Date
Dec 7, 2022
DG
Dollar General Corporation
Type:
Buy
Date
Dec 21, 2022
VXUS
Vanguard Total Inl Bond ETF [OT
Type:
Buy
Date
Dec 21, 2022
MCD
McDonald's Corporation
Type:
Sell
Date
Dec 21, 2022
BND
Vanguard Total Bond Market ETF
Type:
Buy
Date
Dec 21, 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