Sheri Biggs
Trades
110
28 buy / 82 sell
Buy Win Rate
73%
11 buy trades scored
Avg. Buy Return
-2.9%
Dollar-weighted avg
vs S&P 500
-14.8%
Same holding periods
Trading Performance
Based on 11 buys scored - low sample, interpret with caution
Avg. Buy Return-2.9%
S&P 500 (same periods)+12.0%
Alpha vs S&P 500-14.8%
Buy Win Rate73%
Sell Timing75%
Buy / Sell Trades19 / 5
Buy/Sell Ratio3.8x
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
110 trades disclosed
KKR Real Estate Select Trust Class U
Type:
Buy
Date
May 29, 2026
OAKTREE STRATEGIC CREDIT FUND CLASS S
Type:
Buy
Date
May 27, 2026
APOLLO DEBT SOLUTIONS BDC CLASS S
Type:
Buy
Date
May 1, 2026
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP
Type:
Buy
Date
Apr 28, 2026
IB
IBIT
iShares Bitcoin Trust ETF
Type:
Buy
Date
Mar 4, 2026
OCSI
OAKTREE STRATEGIC CREDIT
Type:
Buy
Date
Feb 27, 2026
DJ
DJP
BARCLAYS BANK PLC TAR-SS INTL
Type:
Sell
Date
Feb 19, 2026
US TSYBond
Type:
Buy
Date
Feb 18, 2026
US TSYBond
Type:
Sell
Date
Feb 17, 2026
US TSY DUE [GS
Type:
Sell
Date
Feb 15, 2026
OCSI
OAKTREE STRATEGIC CREDIT
Type:
Buy
Date
Feb 6, 2026
KR
KRSOX
KKR Real Estate Select Trust Class U
Type:
Buy
Date
Feb 4, 2026
APOLLO DEBT SOLUTIONS BDC
Type:
Buy
Date
Feb 4, 2026
XL
XLRE
KKR Real Estate Select Trust Class U
Type:
Buy
Date
Feb 4, 2026
KR
KRSOX
KKR Real Estate Select Trust Class U
Type:
Buy
Date
Jan 5, 2026
XL
XLRE
KKR Real Estate Select Trust Class U
Type:
Buy
Date
Jan 5, 2026
BNPQF
BNP PARIBAS [CS
Type:
Buy
Date
Dec 31, 2025
BANK OF NOVA SCOTIA [CS
Type:
Buy
Date
Dec 31, 2025
AS
ASRE
BNP PARIBAS [CS
Type:
Buy
Date
Dec 31, 2025
OAKTREE STRATEGIC CREDIT
Type:
Buy
Date
Dec 30, 2025
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| May 29, 2026 | KKR Real Estate Select Trust Class U | Buy | $1k - $15k | +11dFiling |
| May 27, 2026 | OAKTREE STRATEGIC CREDIT FUND CLASS S | Buy | $1k - $15k | +13dFiling |
| May 1, 2026 | APOLLO DEBT SOLUTIONS BDC CLASS S | Buy | $1k - $15k | +39dFiling |
| Apr 28, 2026 | ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP | Buy | $1k - $15k | +42dFiling |
| Mar 4, 2026 | IB IBIT iShares Bitcoin Trust ETF | Buy | $100k - $250k | +43dFiling |
| Feb 27, 2026 | OCSI OAKTREE STRATEGIC CREDIT | Buy | $1k - $15k | +22dFiling |
| Feb 19, 2026 | DJ DJP BARCLAYS BANK PLC TAR-SS INTL | Sell | $100k - $250k | +30dFiling |
| Feb 18, 2026 | US TSYBond | Buy | $15k - $50k | +31dFiling |
| Feb 17, 2026 | US TSYBond | Sell | $15k - $50k | +32dFiling |
| Feb 15, 2026 | US TSY DUE [GS | Sell | $1k - $15k | +34dFiling |
| Feb 6, 2026 | OCSI OAKTREE STRATEGIC CREDIT | Buy | $1k - $15k | +43dFiling |
| Feb 4, 2026 | KR KRSOX KKR Real Estate Select Trust Class U | Buy | $1k - $15k | +45dFiling |
| Feb 4, 2026 | APOLLO DEBT SOLUTIONS BDC | Buy | $1k - $15k | +45dFiling |
| Feb 4, 2026 | XL XLRE KKR Real Estate Select Trust Class U | Buy | $1k - $15k | +45dFiling |
| Jan 5, 2026 | KR KRSOX KKR Real Estate Select Trust Class U | Buy | $1k - $15k | +43dFiling |
| Jan 5, 2026 | XL XLRE KKR Real Estate Select Trust Class U | Buy | $1k - $15k | +43dFiling |
| Dec 31, 2025 | BNPQF BNP PARIBAS [CS | Buy | $50k - $100k | +36dFiling |
| Dec 31, 2025 | BANK OF NOVA SCOTIA [CS | Buy | $50k - $100k | +36dFiling |
| Dec 31, 2025 | AS ASRE BNP PARIBAS [CS | Buy | $50k - $100k | +36dFiling |
| Dec 30, 2025 | OAKTREE STRATEGIC CREDIT | Buy | $1k - $15k | +37dFiling |
Showing 1-20 of 110
1 / 6
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