. At the end of the second quarter of 2021, 60 hedge funds in the database of Insider Monkey held stakes worth $9 billion in Tesla, Inc. (NASDAQ:TSLA), down from 62 in the previous quarter worth $10 billion. In a recent periodic transaction disclosure, Pelosi lists purchases with nine different large and mega cap firms, including Amazon, Tesla, Disney, and other Big Tech and financial services companies. It got so bad that Tik Tok users were watching her account for stock tips. These have a strike price of $180 and will expire on June 16, 2023. We still like this investment. Many of the Pelosis investments, however, are Big Tech stocks and call options. Paul Pelosi, investment manager and the husband of House Speaker Nancy Pelosi, purchased up to $11 million worth of mega-cap tech stocks in May and June, according to a financial disclosure form filed last week. Voting could begin as early as Tuesday. to voice his opposition to the pending legislation. Apple specifically could be helped by federal policies favorable to clean energy, since it is seeking to become engaged in electric vehicle and autonomous driving technology in the next few years, Kramer said. If Keith Gill, wallstreetbets, and GameStop are names that excite you in the investing world, theres one more you may want to add to your watch list: Nancy Pelosi. For example, n. in South Koreas Kia Motors Corp. to collaborate with the car builder to develop electric vehicles. The report was signed by Pelosi herself. Registration on or use of this site constitutes acceptance of our. House Speaker Pelosi and her husband purchased 100 call options at a strike price of $100 in Apple that expire January 21, 2022, 25 call options with a strike price of $500 in Tesla that expire on March 18, 2022, and 100 call options priced at $100 in Disney that expire on January 21, 2022. Sorry, no results has been found matching your query. The Oracle of Omaha shared these nuggets of wisdom at his companys recent annual meeting. 10,000 shares in Roblox Corporation (NYSE:RBLX) worth between 500,000 and $1,000,000 in March this year. Hovering over each bar will give you details about the allocation. We initially share this idea in October 2018 and the stock already returned more than 150%. Four Favorite Stocks of Nancy Pelosi and Her Husband to Buy Include K-1 Form, I once asked a tax accountant what he recommended investors do when they have a holding that sends them a K-1 form. You can enter your email below to get our FREE report. How precisely do progressives rage against elitism when the only thing larger than Pelosi's fat stock portfolio is her hoard of artisan gelato, housed in her mansion's state-of-the-art freezer whenever talk of pandemic is . Stock Investor makes self-directed investing easy with investment recommendations from our investing experts. Called the "Insider Portfolio," the product mimics the stock trades of House Speaker Nancy Pelosi and her husband, Paul. Latest U.S. Economy & Politics News and Updates. They have consistently beaten the stock market, at rates rivaling or better than the most famous and successful investors, including Warren Buffet. But the 82-year-old alongside her venture capitalist husband Paul who does most of the trading also loves participating in the stock market. Feb 21 Another day, another Politician making millions in the stock market Rep. Josh Gottheimer bought ~$2.5M of $MSFT calls 3 weeks before announcing their partnership with OpenAI He previously worked as a GM of strategy/partnerships at Microsoft $MSFT is up 13% since his buy 93 541 2,931 Nancy Pelosi's return was a whopping 69% . There also could be tax reasons for making trades. The latest transaction was disclosed more than three months ago. Clicking on the transaction date will take you the original filing. We estimate that the Pelosis public stock portfolio has grown by almost $62 million over three years. As with all our MVP companies, we continued to follow NVIDIA closely. Its easy to see why Apple could be special: No one who spends $1,600 for a fully decked-out iPhone 13 Pro Max would call it a steal, but numerous consumers love splurging on Apple products anyway. The chipmaker generated $8.29 billion of revenue in its fiscal Q1. We only buy short-term puts in my options services like. This happy combination of events created a margin of safety and an opportunity to once again add NVIDIA to the portfolio.. Commenting on the ETF, Rogozinski said, "If you are not blessed with the financial savviness of the U.S. Congress members, the world of investing can be inaccessible and intimidating to the novice investors we know as constituents.". The list is compiled according to the number of hedge funds having stakes in each firm. Paul also is the author of an inspirational book, Holy Smokes! Nancy Pelosi Trades. But that rally came to an abrupt stop towards the end of 2021. 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. An investor who invested $10,000 in Warren Buffetts hedge fund at the beginning of 1957 saw his capital turn into $103,000 before fees and $64,100 after fees (this means Warren Buffett made more than $36,000 in fees from this investor). All Rights Reserved. is a leading shareholder in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with 7.5 million shares worth more than $1.8 billion. In 2022, the stock has fallen about 47%. Approval by the Food and Drug Administration (FDA) of the first COVID-19 vaccines is lifting hope as the highest-priority people receive injections and the coming months may restore a semblance of normalcy if the virus can be contained. Gain a clearer understanding of the financial activities of our elected officials. . Nvidias plunge is substantial even when compared to other beaten-down stocks in the semiconductor sector. According to Unusual Whales, Pelosi's portfolio was the sixth best performing among all U.S. lawmakers in 2021. She argued that members should be able to buy and sell individual stocks since the U.S. has a free market economy. Legislation Pelosi approved of, introduced by fellow Democratic California Rep. Zoe Lofgren, would not force members to place stocks in truly blind trusts, according to ethics experts. 171.13, compared to the domestic automotive industrys 16.94, the company has been attracting new shareholders willing to pay the lofty price. With that track record of returns in recent years from AllianceBernstein, I called Perry, who also heads the Premium Income, Quick Income Trader, Breakout Profits Alert and Hi-Tech Trader advisory services, to ask why he currently is out of the position. If Paul sold the 10,000 shares at the days low of $193.73, he would have received $1,937,300 from the transaction. Pelosi exercised 40 call options to buy 4,000 shares at a strike price of $1,200. If House Speaker Pelosis husband makes the buying and selling decisions in their investment portfolio, it also is likely he handles the K-1 reporting requirements, too. The Insider Portfolio will trade initially for $1 a share and will be available only for investors who use the WallStreetBets app, which isnt associated with the Reddit forum of the same name. Pelosi regularly makes substantial purchases in mega-cap tech companies, including Alphabet, Apple, and Amazon within the last 3 months. But the 82-year-old alongside her venture capitalist husband Paul who does most of the trading also loves participating in the stock market. I am pleased to learn that Pelosi is a fan of Apple, Disney, AllianceBernstein and particularly Tesla. Now a platform called Vinovest helps everyday buyers invest in fine wines no sommelier certification required. Accordingly, all nine company stock prices have since risen from the date of purchase. Four favorite stocks of Nancy Pelosi and her husband to buy gained the spotlight after a single day of purchases that included shares valued between $501,000 and $1 million in one company, along with call options in three other household-name businesses for a combined $1,250,003 to $2,500,000, according to the House Speakers financial disclosure reports. Our stock picks outperformed the market by more than 86 percentage points (see the details here). But, he believes investors would still be making good returns by following her trades. All of this history illustrates a recurring theme with Pelosis investments: large purchases and notable timing with other legislative or major financial news. Visa conducted a four-for-one stock split in March 2015, so its IPO price on a split adjusted basis was $11. Several social media handles have been tracking her portfolio. There could also be instances of conflict of interest. In the same report you can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12-24 months. All rights reserved. Cooper told Insider, "90% of it is a product that performs well and 10% of it is shaming.". Since that purchase, Pelosi has made at least $1.7 million on the options (see Methodology section for calculations). You could call it the "If you can't beat 'em, join 'em" fund. Disclosure. Unusual Whales keeps a track of Pelosi's portfolio and WallStreetBets founder Jaime Rogozinski launched an ETF to mimic Pelosi's trades. Between March 2017 and July 2021 our monthly newsletters stock picks returned 186.1%, vs. 100.1% for the SPY. is an accomplished, award-winning journalist who has written for Dow Jones, the, Seeking Alpha, GuruFocus and other publications and websites. We've received your submission. Tesla, PayPal, and Disney generated equivalent exposure through options by investing less than half the amount needed in stocks. To his credit, he doesnt seem to sell bad news or short companies that stand to suffer if his wife votes to raise taxes,tighten regulations or otherwise getsin their way. Burry was also early in shorting the market in 2008. The ETF is called the Insider Portfolio ETF and trades under the ticker symbol "INSDR" on the MERJ Exchange. The company has made investments in this content (currently running at nearly $20 billion/year), generally keeping subscribers highly engaged and loyal to their service. The trades of the Pelosi family involving Alphabet Inc. (NASDAQ:GOOGL) have become especially controversial since retail traders who have large social media platforms closely follow the trading activity of the politician and analyze it in context of larger developments. According to the data available publicly, she bought 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. If you want to skip our detailed analysis of these stocks, go directly to. /s. Apple CEO Tim Cook recently called House Speaker Pelosi to voice his opposition to the pending legislation. The transaction comes at an interesting time. Even getting a portion of Pelosi's performance is still pretty good when you consider that one portfolio tracker measured her 2021 portfolio gains at more than 50%, which compares to a gain of . It is important to clarify that the stocks listed below were picked from the public record of investments Pelosi and her family have made in the past few months. Source: Clerk of the U.S. House of Representatives, Political Critic Praises Four Favorite Stocks of Nancy Pelosi and Her Husband to Buy, Speaker Pelosi and I dont see the world through the same political lens, but when it comes to where she puts her money, well, I cant fault any of her vision, said Jim Woods, editor of Successful Investing, Intelligence Report and Bullseye Stock Trader. At the end of the second quarter of 2021, 49 hedge funds in the database of Insider Monkey held stakes worth $4.9 billion in Roblox Corporation (NYSE:RBLX), up from 46 in the previous quarter worth $3.3 billion. is a leading shareholder in Netflix, Inc. (NASDAQ:NFLX) with 4.6 million shares worth more than $2.4 billion. She wouldn't dare leave it to her children. It also would require them to sell off all their individual stock holdings altogether, sources familiar with the bill told The Post. The second trade took place on March 27, 2018, but he advised selling just five months later on August 28, 2018, for a profit of 20.84%. The STOCK Act was first introduced in 2005 in the House, accompanying significant publicity for an academic study suggesting that Members of Congress beat the market significantly with their own investments. We only buy short-term puts in my options services like High Octane Trader when we see that the stocks have gotten ahead of themselves. For a free two-week trial of the Stock Rover service, click here to sign up. The purchases may not have been made by Pelosi herself but only disclosed on behalf of her husband, Paul Pelosi, who runs a venture capital firm. It has recently met all our investment guardrails, and we anticipate it will remain sustainably above our guardrails over the next five years and beyond. The latest transaction was disclosed more than three months ago. The number of cases reached 27. ,189,761 and led to a distressing 486,106 deaths in the United States, as a huge part of 106,903,452 cases and 2,341,004 deaths worldwide, as of Feb. 10. Alongside Facebook, Inc. (NASDAQ:FB), Microsoft Corporation (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOGL), Tesla, Inc. (NASDAQ:TSLA) is one of the stocks on the radar of institutional investors. Second, a considerable time passes before the trades are made public. 122 C Street NW, Suite #515, Washington, DC 20001. For a free two-week trial of the Stock Rover service, Apple specifically could be helped by federal policies favorable to clean energy, since it is seeking to become engaged in electric vehicle and autonomous driving technology in the next few years, Kramer said. According to a. Getting a loan online is easier than ever today, even if you have bad credit. Hes been an active trader over the years with a taste for blue-chip stocks, said Hilary Kramer, who hosts the nationally aired Millionaire Makerradio program and heads the GameChangers andValue Authorityadvisory services. And while the Tesla options have done well, he left a lot of money on the table for someone who theoretically had an inside track. It can't be denied that most lawmakers, especially high-ranking ones like Pelosi, are privy to a lot of information that at least retail traders aren't aware of. These are estimated values and we cannot always determine for sure when a trade was exited due to the nature of secrecy with senator trades. House Speaker Nancy Pelosi's husband, Paul, has amassed a stock portfolio that's outperformed the S&P 500. Johnsons target on Tesla is $230, less than half its current share price. Our stock picks outperformed the market by more than 86 percentage points (. Speaker Pelosi and I dont see the world through the same political lens, but when it comes to where she puts her money, well, I cant fault any of her vision, said Jim Woods, editor of, . Of the $50.5 million invested in public stocks, the Pelosis made most bets in Big Tech and financial services companies. For example, Pelosi became the subject of a meme after it was revealed that Paul, her husband, had exercised CALL options to buy 4,000 shares of Alphabet just before an antitrust vote involving the firm in the House Judiciary Committee, making about $5.3 million in the process. That said, the barriers to entry are high, and we believe they are getting higher given the substantial amount of capital and size of the subscriber base required to maintain a competitive service for both viewers and content producers. Each individual investor needs to assess his or her level of risk tolerance and goals to determine whether any of the four trades by Nancy Pelosi and her husband on Dec. 22 may be appropriate nearly six weeks later for less affluent people. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees Retirement System, which has over $2.8 billion in assets. Nancy Pelosi, the Speaker of the US House of Representatives, has recently been in the news after her trading activity created a buzz on social media and resulted in her becoming the subject of a famous meme, especially on the TikTok platform. The Business Insider report classifies Pelosis stock trades as borderline, which means that they merit more scrutiny. These include two commercial buildings in San Francisco each valued at around $5 million, a residential community Russell Ranch in Sacramento valued at between $5 million and $25 million and a vineyard in Jurupa Valley, California estimated to be worth over $8 million. In a free sample issue of our monthly newsletter we analyzed Warren Buffetts stock picks covering the 1999-2017 period and identified the best performing stocks in Warren Buffetts portfolio. But the investments also could be fun money, or similar aggressive strategies often engaged in by wealthy people, he added. Between March 2017 and July 2021 our monthly newsletters stock picks returned 186.1%, vs. 100.1% for the SPY. Throughout 2021 the Pelosis made 19 stock purchases, 4 of which were individual stocks, Apple, Microsoft, NVIDIA, and AllianceBernstein Holding L.P. Their remaining 15 trades were in call options. Among the hedge funds being tracked by Insider Monkey, New York-based investment firm Tiger Global Management LLC is a leading shareholder in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with 7.5 million shares worth more than $1.8 billion. COVID-19 cases have soared to heart-breaking totals and continue rising as a second surge of infections rages. However, the official documents disclosing the transactions do not differentiate between the purchases made by Pelosi herself and those made by her husband. This isn't the first time the investment decisions of Pelosi's husband came into focus. He further is editorial director of Eagle Financial Publications in Washington, D.C., where he edits monthly investment newsletters, time-sensitive trading alerts, free e-letters and other investment reports. The founder of the WallStreetBets Reddit board that helped spark the meme-stock phenomenon now is pitching a product that lets people invest just like a certain member of Congress. 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