Earlier last year, management revealed that the companys active installed base of hardware has surpassed 1.65 billion devices, including over 1 billion iPhones. Although their portfolio had done well relative to the market through Q3 2021, in Q4 their returns diverged and by year end their total portfolio returns were 13% compared to 29% for the S&P 500. 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:FB), Microsoft Corporation (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOGL), among others discussed in detail below. 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. April 13, 2021 7:30 am ET. Facebook, Inc. (NASDAQ:FB), Microsoft Corporation (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOGL) are some of the top stocks to buy now, just like NVIDIA Corporation (NASDAQ:NVDA). We initially share this idea in October 2018 and the stock already returned more than 150%. The value of each trade ranged between $250,001 and $500,000 for the acquisition of Apple call options, and spanned $500,001 and $1,000,000 for the Tesla transaction and $500,001 and $1,000,000 for the Disney deal. By clicking Sign up, you agree to receive marketing emails from Insider Even Pelosis Recent Periodic Disclosures Have Come under Scrutiny. Many of the Pelosis investments, however, are Big Tech stocks and call options. Back then they werent called hedge funds, they were called partnerships. The Pelosis sold 30,000 shares of Alphabet, the holding company for Google and several other firms, on Dec. 20, 21, and 28. Pelosi and her husband have made some very profitable trades, which has raised eyebrows. We see several investors trying to strike it rich in options market by risking their entire savings. The Pelosis are no stranger to the credit card giant. The New York Post reported in January that the couple made a profit of $30 million by trading in U.S. tech stocks. Four favorite stocks of Nancy Pelosi and her husband to buy offer ideas to investors about what a politically and financially savvy power couple find compelling purchases. 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. Even more notable is that despite the disruption caused by the pandemic since 2020, only one of her holdings, Interactive Brokers Group, had a negative return, decreasing about 25 percent in value during the pandemic. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox. Multiple bills that would ban stock trading to various degrees are under consideration. And thats not including the $2.8 million made from options trading. According to a Periodic Transaction Report from April 9, Pelosi. Disney Is Among Four Favorite Stocks of Nancy Pelosi and Her Husband to Buy. is an accomplished, award-winning journalist who has written for Dow Jones, the, Seeking Alpha, GuruFocus and other publications and websites. in September 2020 that Speaker Pelosi is one of the wealthiest members of Congress, with a net worth of $114 million, but that is near the high end of public estimates. Unusual Whales keeps a track of Pelosi's portfolio and WallStreetBets founder Jaime Rogozinski launched an ETF to mimic Pelosi's trades. House Speaker Nancy Pelosi's stock trades (along with her husband Paul Pelosi) have been at the center of the controversy. , Paul Pelosi may well be directing the trades for his politically powerful wife and him that she reports to the U.S. House of Representatives. Jessica Reif Ehrlich, a seasoned media and entertainment analyst with BoA Global Research. One seasoned Wall Street trader who has recommended investing in AllianceBernstein successfully three times since 2013 is Bryan Perry, who writes a monthly newsletter called Cash Machine that features dividend-paying equities. Golden Guidance from Notre Dames Championship Chaplain. Long term, Im a perma-bull and it looks like Paul Pelosi is, too. The content provided on MoneyWise is information to help users become financially literate. Meanwhile, the ETF wouldn't mimic Pelosi and her husband's trades. 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. Popular tools include our proprietary Dividend Calendar, Dividend Calculator, Dividend Score Card, and many more. Click on Track Whales button above to populate this. So, how did Warren Buffett manage to generate high returns and beat the market? Morningstar Inc., QUALCOMM Incorporated and Facebook Inc. also have high ROI, each passing 100 percent. Sign up for our newsletter to get the inside scoop on what traders are talking about delivered daily to your inbox. Nvidias plunge is substantial even when compared to other beaten-down stocks in the semiconductor sector. Republican Missouri Sen. Josh Hawley introduced the PELOSI Act on Tuesday, which would require lawmakers to place their stocks in blind trusts or forfeit them to the U.S. Treasury. Named one of the "Top 20 Living Economists," Dr. Skousen is a professional economist, investment expert, university professor, and author of more than 25 books. During 2020 half of their 35 purchases were in individual stocks and while the 29.5% return was less than in 2019, they beat the market by over 14%. Take what we have in virtual reality today and fast-forward a few decades. is originally published on Insider Monkey. Back then, the power couple were able to purchase 5,000 shares of Visa at the IPO price of $44. Pelosi purchased these options when the U.S. Army was actively testing the companys AI Headset Technology, and a few days after the March transaction, the Army awarded Microsoft a $22 billion contract. America has the dubious distinction as the nation with the most cases and deaths. We believe Netflix is a highly competitively advantaged company. The report was signed by Pelosi herself. The Oracle of Omaha shared these nuggets of wisdom at his companys recent annual meeting. On the other hand, when it comes to her $24.7 million privately held stocks, Pelosi tends to invest in consumer discretionary companies, financial services, and real estate. Over the past six months, we initiated a new investment in Roblox. There also could be tax reasons for making trades. The stock is down 2.5% as of Wednesday afternoon. , ranked AllianceBernstein among its top choices among dividend stocks. 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. Fed to increase rates by 0.25% with plan to continue raising rates till inflation is controlled. All rights reserved. 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. that Pelosi purchased 5,000 shares worth somewhere between $500,00 and $1,000,000 in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in early September 2020. In May of 2020, Pelosi purchased 20 Amazon call options with a strike price of $3,000 and an expiration date of Jun 17, 2022. 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, . By clicking Sign up, you agree to receive marketing emails from Insider Order Reprints. On each occasion, he included the AllianceBernstein purchases in Cash Machines AcceleratedIncome portfolio. Among the hedge funds being tracked by Insider Monkey, Chicago-based firm. 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%. Similarly, her Visa stocks have grown 70% over this time, increasing her asset value by $10.5 million. 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. Hes been an active trader over the years with a taste for blue-chip stocks, said Hilary Kramer. Several social media handles have been tracking her portfolio and compared her trades to that of legendary value investor Warren Buffett. Rogozinskis offering, which isnt exactly in the mainstream of Wall Street with its listing on an obscure exchange called MERJ based in the Seychelles, is certainly buyer-beware. However,Teslanow able to ramp production, fueled by newly raised capital that takes away much of the downside risk to TSLA, he mentioned in a recent research note. (This includes the. Rogozinski admitted that the ETF might not mimic Pelosi's portfolio. Congress members investments are always under scrutiny, but few individuals have received more criticism in the past decade than Nancy Pelosi. She wouldn't dare leave it to her children. Copyright 2023 Market Realist. Invest with First National Realty Partners, 5 investment tips you can steal from Warren Buffett, The Technology That Grows Your Money as You Sleep. For example S&P 500 Index returned 43.4% in 1958. Please be aware that some (or all) products and services linked in this article are from our sponsors. The strong performance of his stock picks over the last two years has prompted many retail investors to mirror Paul Pelosi's investments. One popular account on Twitter, Nancy Pelosi Portfolio Tracker, consistently savaged Pelosi on her otherwordly returns. 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. 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). That said, many members did well stock picking around the time COVID-19 caused the United States to go into lock down. ". Pelosi, thus, has much more exposure to large-cap company stocks in Big Tech and finance than her disclosures might initially appear to indicate. 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. 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