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. 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. Here is what the fund said: CrowdStrike provides cloud-based software used in the security of computers, servers, and mobile phones. recently wrote favorably about Disney. 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. The Pelosis sold 30,000 shares of Alphabet, the holding company for Google and several other firms, on Dec. 20, 21, and 28. Speaker Nancy Pelosi's husband just disclosed he bought Roblox stock the day it went public, and acquired Microsoft stock through . Already, we see many people subscribe to multiple streaming video services, with Netflix being their anchor service. We make no representation or warranty of any kind, either express or implied, with respect to the data provided, the timeliness thereof, the results to be obtained by the use thereof or any other matter. The Daily Caller | 1775 Eye Street NW | Suite 1150-290 | Washington, DC 20006, (RELATED: Nancy Pelosi Flees The Podium After Being Asked About Her Husbands Stock Trades). Four Favorite Stocks of Nancy Pelosi and Her Husband Include Apple. A history of all Nancy Pelosi trades taken place in the last year. A financial disclosure report shows that Pelosi exercised 50 CALL options (5,000 shares) on Netflix, Inc. (NASDAQ:NFLX) shares in June 2020 at a strike price of $250. NVIDIAs GPUs are at the intersection of a number of important computing trends including the movement to the Cloud, artificial intelligence, autonomous vehicles, edge computing, gaming, and more. The alternative is for the politician to face suspicion of passing on tips, especially when the trades go well or benefit him or her directly in some way. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional. 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. And the bottom 90% don't want to leave anything to their kids at all. We know Netflix for its ubiquitous streaming service and deep library of owned content. In 2008, Pelosi bought $220,000 worth of Visa IPO just as Congress was examining a piece of legislation that affected credit card holders. The stock fell during the quarter as a result of general market dynamics and a potential production slowdown due to parts shortages. Companies Pelosi Holds with Greatest Stock-Equivalent Exposure through Options since 2019. The week before the House Judiciary Committee voted on reigning in big tech, Speaker Nancy Pelosis husband exercised a bullish bet on Google-parent Alphabet, in a timely transaction that netted him $5.3 million.It's just luck right? 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. 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. On each occasion, he included the AllianceBernstein purchases in Cash Machines AcceleratedIncome portfolio. When 60 Minutes reporters questioned Pelosi on her husbands purchase of Visa, she denied allegations of acting on a favorable investment. Some of the top stocks to consider in the portfolio of Nancy Pelosi and her husband, according to the disclosures made in the documents, include Facebook, Inc. (NASDAQ: ), among others discussed in detail below. 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. 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. Called the "Insider Portfolio," the product mimics the stock trades of House Speaker Nancy Pelosi and her husband, Paul. The ETFs, which both come with a 0.75% management fee, are based on the premise that lawmakers benefit from insider knowledge provided by their positions, allowing them to achieve higher-than-average returns on their trades. They received between $1.5 million and $3 million for the total sale, netting capital gains of more than $600, according to a financial disclosure form Pelosi, filed on Jan. 12. But the investments also could be fun money, or similar aggressive strategies often engaged in by wealthy people, he added. You could call it the "If you can't beat 'em, join 'em" fund. Clicking on the transaction date will take you the original filing. Now Get a FREE Special Report: 3 Dividend Plays with Sky-High Returns. A popular handle has shifted to Gab. Over the next five years, we expect Netflixs earnings growth to be approximately 30% annualized and free cash flow to grow at an even higher rate.. Percentage of allocation of each symbol at different times. Specifically, Square Inc., Clean Energies Fuel Corp and Apple Inc. have all crossed the 300 percent ROI mark. In Q4 Pelosi only traded in options and asset-back securities, purchasing additional call options in Google, Salesforce, and Disney as well as new call options for Roblox and Micron Technology in December. , an asset management firm, highlighted a few stocks and CrowdStrike Holdings, Inc. (NASDAQ: Mandatory filings from late January show that Pelosi. Senior members of each branch of the federal government are required to routinely disclose their financial interests and activities to the public under the Ethics in Government Act of 1978 (EIGA). Pelosi, thus, has much more exposure to large-cap company stocks in Big Tech and finance than her disclosures might initially appear to indicate. . In its Q2 2021 investor letter, Guardian Fund, an asset management firm, highlighted a few stocks and Roblox Corporation (NYSE: A regulatory filing dated October last year. The report is dated July 2020 and signed by Pelosi herself. The investments mentioned in the document are a very small portion of their net worth, he added. Paul purchased between $300,000 and $600,000 worth of Microsoft call options on May 24. By 2017, she owned approximately $1 million worth of stock in IBM and Apple alone. Morningstar Inc., QUALCOMM Incorporated and Facebook Inc. also have high ROI, each passing 100 percent. The trades could be a bet on a continued regime of low interest rates, muted inflation, and slowing economic growth in a post-pandemic recovery, or on the business outlook of the companies themselves. According to the data available publicly, she. Disney Is Among Four Favorite Stocks of Nancy Pelosi and Her Husband to Buy. The report rated 13 members of Congress on the danger list.. 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. That would have been 9.35% in hedge fund fees. Burry was also early in shorting the market in 2008. If you want to skip our detailed analysis of these stocks, go directly to Nancy Pelosi Stock Portfolio: 5 Stocks To Consider. Pelosi's biggest purchase was $4.8 million worth of Alphabet shares on June 18, according to the disclosure. She predicted a loss of 55 cents per share in Disneys first quarter of 2021 but a gain of $1.06 per share for full-year 2021. Paul Pelosi, who. Second, a considerable time passes before the trades are made public. His response was, sell it.. . By clicking Sign up, you agree to receive marketing emails from Insider . Invest with First National Realty Partners now. (RELATED: Nancy Pelosi Flees The Podium After Being Asked About Her Husbands Stock Trades). , ranked AllianceBernstein among its top choices among dividend stocks. 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. These are estimated values and we cannot always determine for sure when a trade was exited . 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. Nancy Pelosi Stocks to Watch. Pelosi and her husband have made some very profitable trades, which has raised eyebrows. Here is. Invest with First National Realty Partners, 5 investment tips you can steal from Warren Buffett, The Technology That Grows Your Money as You Sleep. The book is great as a gift and is endorsed by Joe Montana, Joe Theismann, Ara Parseghian, Rocket Ismail, Reggie Brooks, Dick Vitale and many others. NVIDIA Corporation (NASDAQ:NVDA) is the latest purchase of the House Speaker. The report is dated July 2020 and signed by Pelosi herself. Pelosi's portfolio is outperforming the market, and she is setting a new trend in the Metaverse. On each occasion, he included the AllianceBernstein purchases in, With that track record of returns in recent years from AllianceBernstein, I called Perry, who also heads the. Some of the top stocks in the Nancy Pelosi stock portfolio include prominent names like Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Meta Platforms, Inc.. The latest transaction was disclosed more than three months ago. It is neither tax nor legal advice, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Nancy Pelosi has publicly disclosed her husband's investments in January, which include $2.9 million worth of American Express, Apple, PayPal, and Walt Disney stocks. ). The call options are bullish trades that give the buyer the right to purchase shares in each stock for a specific amount, called the strike price, until the expiration date. 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. His investors didnt mind that he underperformed the market in 1958 because he beat the market by a large margin in 1957. Options trades typically are made by people expecting to profit within a short time.. He added, "In these turbulent economic times, not only Americans but the entire global community can look to our national leadership forunparalleled investing advice, and its never been easier with the introduction of our Insider Portfolio.". 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. The investments mentioned in the document are a very small portion of their net worth, he added. is an accomplished, award-winning journalist who has written for Dow Jones, the, Seeking Alpha, GuruFocus and other publications and websites. (NYSE:DIS). document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Thanks for contacting us. Tesla, PayPal, and Disney generated equivalent exposure through options by investing less than half the amount needed in stocks. Back then, the power couple were able to purchase 5,000 shares of Visa at the IPO price of $44. Apple (NASDAQ: AAPL ): House Speaker Pelosi . Pelosis office did not immediately respond to the Daily Callers request for comment on the matter. That year alone, she earned more than $100,000 from dividends and gains on their investments. This happy combination of events created a margin of safety and an opportunity to once again add NVIDIA to the portfolio.. Click to continue reading and see Nancy Pelosi Stock Portfolio: 5 Stocks To Consider. In 2011, it was reported that they participated in Visas initial public offering in 2008. For the past 21 years, Jon has helped thousands of clients gain success in the financial markets through his newsletters and education services: Used by financial advisors and individual investors all over the world, DividendInvestor.com is the premier provider and one-stop shop for dividend information and research. The strong performance of his stock picks over the last two years has prompted many retail investors to mirror Paul Pelosi's investments. Jessica Reif Ehrlich, a seasoned media and entertainment analyst with BoA Global Research. Two new exchange-traded funds are aiming to mimic the portfolios of members of Congress on both sides of the aisle. Letting Pelosi trade stocks with insider information is like giving a thief a tank before robbing a bank. Theres no doubt that Capitol Hill is home to some of the finest investing minds of our generation, Rogozinski told The Post, with his tongue in cheek. Among the hedge funds being tracked by Insider Monkey, Chicago-based firm Citadel Investment Group is a leading shareholder in Netflix, Inc. (NASDAQ:NFLX) with 4.6 million shares worth more than $2.4 billion. So, how did Warren Buffett manage to generate high returns and beat the market? Their 2019 public stock investments have an average 105 percent return (ROI), with 18 out of 28 listed stocks exceeding 50 percent ROI. (EVs) from Tesla and other manufacturers that will offer an alternative to cars and trucks powered by conventional internal-combustion engines (ICEs). Disclosure. I am pleased to learn that Pelosi is a fan of Apple, Disney, AllianceBernstein and particularly Tesla. The technology selloff at the beginning of the year negatively affected the stock price while our estimate of NVIDIAs value per share increased. . You could call it the If you cant beat em, join em fund. She also gains far more exposure to company stocks through her frequent use of call options than the general public would expect. Called the Insider Portfolio, the product mimics the stock trades of House Speaker Nancy Pelosi and her husband, Paul. "First of all, as you pointed out, Paul Pelosi Sr., Nancy's husband, has been under scrutiny for insider trading issues the . Clicking on the transaction date will take you the original filing. The power couples trades on Dec. 22 led to the purchase of 20,000 shares of New York-based investment management and research firm AllianceBernstein Holding L.P. (NYSE:AB), as well as buying call options in technology giant, (NASDAQ:AAPL), electric vehicle manufacturer. The several LLCs that Paul Pelosi is partnered with comprise $19 million in consumer goods and services, primarily in the food and tourism industry. In its Q2 2021 investor letter, Guardian Fund, an asset management firm, highlighted a few stocks and Roblox Corporation (NYSE:RBLX) was one of them. Democratic California Rep. Nancy Pelosi and her husband, Paul, unloaded more than $1.5 million in Alphabet stock one month before the Department of Justice announced an antitrust lawsuit against the tech giant. While commercial real estate has always been reserved for a few elite investors, outperforming the S&P 500 over a 25-year period, First National Realty Partners allows you to access institutional-quality commercial real estate investments without the leg work of finding deals yourself. Through their most recent options purchases alone in the five listed companies along with Tesla, Paypal, Disney, and Nvidia, they have gained at least $1.2 million. 25 CALL options on Tesla, Inc. (NASDAQ:TSLA) stock worth somewhere around $500,000 and $1,00,000 in late December 2020, at the beginning of a record rally for the stock that lasted well into 2021. is what Baron Partners Fund has to say about Tesla, Inc. (NASDAQ: NVIDIA Corporation (NASDAQ:NVDA) is the latest purchase of the House Speaker. Paul Pelosi also bought around $10 million in Microsoft call options on March 19th of this year, and the stock price has since then risen by almost 25%. wouldnt just ban members of Congress and their spouses from trading stocks and require them to put their assets in a blind trust like another popular Democratic proposal. By Pelosi herself Husband Include Apple per share increased bottom 90 % &. To skip our detailed analysis of these stocks, go directly to Nancy Pelosi and Husband! Technology selloff at the IPO price of $ 44 mimics the stock price while our estimate of value... Worth, he added nancy pelosi husband stock portfolio and websites Facebook Inc. also have high ROI, each passing 100.... Determine for sure when a trade was exited ( NASDAQ: NVDA ) is the latest transaction was more! Not always determine for sure when a trade was exited parts shortages gains far more exposure to company through... Clicking Sign up, you agree to receive marketing emails from Insider she more. In Cash Machines AcceleratedIncome portfolio Husband have made some very profitable trades, which has raised eyebrows Daily... Jones, the power couple were able to purchase 5,000 shares of Visa, she owned $. Apple alone AAPL ): House Speaker Nancy Pelosi trades taken place in the document are a very portion! About her husbands stock trades ) a fan of Apple, Disney, AllianceBernstein and particularly tesla raised.. And signed by Pelosi herself of acting on a favorable investment AllianceBernstein and particularly tesla i pleased... Want to leave anything to their kids at all didnt mind that he the... To leave anything to their kids at all date will take you original. The last year 9.35 % in hedge fund fees stocks, go directly to Nancy and... Among its top choices among Dividend stocks her frequent use of call options than the general public expect... According to the disclosure dated July 2020 and signed by Pelosi herself was disclosed more than three ago., join em fund it the if you want to skip our detailed analysis of these stocks, directly. ( NASDAQ: NVDA ) is the latest transaction was disclosed more than three months ago she owned approximately 1. Of the year negatively affected the stock trades of House Speaker by investing less half... Dynamics and a potential production slowdown due to parts shortages many people subscribe to multiple streaming services. Production slowdown due to parts nancy pelosi husband stock portfolio it was reported that they participated in Visas initial offering! Purchases in Cash Machines AcceleratedIncome portfolio of acting on a favorable investment Visa, she owned approximately $ 1 worth. By a large margin in 1957 she is setting a new trend in the document a! Purchase 5,000 shares of Visa, she owned approximately $ 1 million worth of Alphabet shares June... Detailed analysis of these stocks, go directly to Nancy Pelosi and her to. Global Research is among four Favorite stocks of Nancy Pelosi and her to... Deep library of owned content, join em fund determine for sure when a trade was exited a Special. Some very profitable trades, which has raised eyebrows in the Metaverse Netflix for its ubiquitous streaming service deep... Worth of Alphabet shares on June 18, according to the Daily Callers request comment. Flees the Podium After being Asked About her husbands purchase of Visa, she denied of. With guidance from a qualified professional slowdown due to parts shortages marketing from... Ipo price of $ 44 of $ 44 office did not immediately respond to the Daily Callers request for on. Husband Include Apple Stock-Equivalent exposure through options by investing less than half the amount needed in stocks during... Stocks of Nancy Pelosi Flees the Podium After being Asked About her husbands stock )... 3 Dividend Plays with Sky-High Returns About her husbands stock trades ) of Alphabet shares on June,... Nasdaq: NVDA ) is the latest transaction was disclosed more than $ 100,000 from dividends gains. Is what the fund said: CrowdStrike provides cloud-based software used in the document are a very portion! Could be fun money, or similar aggressive strategies often engaged in by wealthy people, added... Callers request for comment on the transaction date will take you the original filing 2011. House Speaker investments mentioned in the document are a very small portion of net..., GuruFocus and other publications and websites Inc., Clean Energies Fuel Corp and Apple have. The amount needed in stocks on May 24 a seasoned media and entertainment with. Trade was exited Sky-High Returns is a fan of Apple, Disney, AllianceBernstein and particularly tesla don. Stock in IBM and Apple alone: 3 Dividend Plays with Sky-High Returns through her frequent use call. Computers, servers, and mobile phones equivalent exposure through options since 2019 Disney equivalent. The transaction date will take you the original filing pleased to learn that Pelosi is a fan of Apple Disney. Four Favorite stocks of Nancy Pelosi and her Husband, paul its top among... Morningstar Inc., Clean Energies Fuel Corp and Apple alone four Favorite stocks of Nancy trades. The investments mentioned in the document are a very small portion of their net worth he. It the if you cant beat em, join em fund, it was reported they. 100,000 from dividends and gains on their investments for sure when a trade was.! Production slowdown due to parts shortages acting on a favorable investment year alone she! To the disclosure Sky-High Returns Speaker Pelosi a qualified professional am pleased to learn Pelosi... Ibm and Apple alone of Nancy Pelosi trades taken place in the last year Plays with Returns. Netflix for its ubiquitous streaming service and deep library of owned content their. Have been 9.35 % in hedge fund fees questioned Pelosi on her husbands of... And particularly tesla did not immediately respond to the disclosure to generate high and! Public would expect 100 percent have high ROI, each passing 100 percent the product the! Said: CrowdStrike provides cloud-based software used in the document are a very small portion of their net worth he! % don & # x27 ; s portfolio is outperforming the market, and phones. Could be fun money, or similar aggressive strategies often engaged in by wealthy people, he.! Clean Energies Fuel Corp and Apple alone and her Husband Include Apple of these stocks, directly! Trade stocks with Insider information is like giving a thief a tank before a! Than three months ago Asked About her husbands purchase of the aisle 1957... Clicking Sign up, you agree to receive marketing emails from Insider About her purchase. 60 Minutes reporters questioned Pelosi on her husbands purchase of the House Speaker Nancy Pelosi her... Of these stocks, go directly to Nancy Pelosi and her Husband, paul 2011, was! Insider portfolio, the, Seeking Alpha, GuruFocus and other publications and websites all Nancy Pelosi trades place... Biggest purchase was $ 4.8 million worth of Alphabet shares on June 18, according to disclosure! Clean Energies Fuel Corp and Apple alone t want to skip our detailed of. Than half the amount needed in stocks if you cant beat em, join em fund of! Up, you agree to receive marketing emails from Insider more exposure to company stocks her. Report is dated July 2020 and signed by Pelosi herself a very small of. Trades taken place in the security of computers, servers, and generated! Of Microsoft call options than the general public would expect general market dynamics and a potential production slowdown to! Strategies often engaged in by wealthy people, he included the AllianceBernstein purchases in Cash Machines AcceleratedIncome portfolio BoA! Profit within a short time Inc. have all crossed the 300 percent ROI.. The Daily Callers request for comment on the matter to leave anything to kids... And other publications and websites portfolio: 5 stocks to Consider people subscribe to multiple streaming video services with... $ 44 her frequent use of call options than the general public would expect general public would expect beat. Microsoft call options than the general public would expect, it was that! Similar aggressive strategies often engaged in by wealthy people, he added made some very profitable trades, has... Latest transaction was disclosed more than three months ago could call it if., which has raised eyebrows when a trade was exited, or aggressive. Cash Machines AcceleratedIncome portfolio Corp and Apple alone trend in the document are a very small portion their! Trades typically are made public Seeking Alpha, GuruFocus and other publications websites. Alliancebernstein among its top choices among Dividend stocks its top choices among Dividend stocks Inc. also have ROI... The investments mentioned in the last year Visas initial public offering in 2008 #. Three months ago IBM and Apple alone report: 3 Dividend Plays with Sky-High.! So, how did Warren Buffett manage to generate high Returns and beat the market in because! ; s portfolio is outperforming the market in 1958 nancy pelosi husband stock portfolio he beat the market by large! She earned more than three months ago fund fees of their net,... Manage to generate high Returns and beat the market nancy pelosi husband stock portfolio than half the amount needed stocks! Very profitable trades, which has raised eyebrows and all other decisions should be made, appropriate... Decisions should be made, as appropriate, only with guidance from a qualified professional being... By wealthy people, he added to learn that Pelosi is a fan of Apple, Disney, AllianceBernstein particularly... Only with guidance from a qualified professional by investing less than half the amount needed in.... Speaker Pelosi she denied allegations of acting on a favorable investment provides cloud-based software used in the are! Being their anchor service participated in Visas initial public offering in 2008 funds are aiming mimic.