Stephen Lynch
Trades
11
3 buy / 8 sell
Buy Win Rate
67%
3 buy trades scored
Avg. Buy Return
-11.5%
Based on 4 buys
vs S&P 500
-35.2%
Same holding periods
Trading Performance
Based on 3 buys scored - low sample, interpret with caution
Avg. Buy Return-11.5%
S&P 500 (same periods)+23.7%
Alpha vs S&P 500-35.2%
Buy Win Rate67%
Sell Timing100%
Buy / Sell Trades3 / 8
Buy/Sell Ratio0.4x
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
11 trades disclosed
American Funds Income Fund of
Type:
Sell
Date
Jun 3, 2024
Fidelity Balanced Fund [OT
Type:
Sell
Date
Jun 3, 2024
Federated Kaufman Small Cap A
Type:
Sell
Date
Jun 3, 2024
TGT
Vanguard Target Date 2025 Mutual
Type:
Buy
Date
Jun 3, 2024
American Funds Euro-Pacific Mutual S
Type:
Sell
Date
Jun 3, 2024
Fidelity Contra Fund Mutual Fund
Type:
Sell
Date
Jun 3, 2024
FDEV
Fidelity Emerging Markets Mutual
Type:
Sell
Date
Jun 3, 2024
NVDA
NVIDIA Corporation - Common Stock P
Type:
Buy
Date
May 22, 2024
VMW
Vmware, Inc. Common stock, Class A
Type:
Sell
Date
Nov 27, 2023
B
Invesco Development Markets Mutual S
Type:
Buy
Date
Dec 30, 2022
Nationwide Investor Destination
Type:
Sell
Date
Dec 30, 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