Joe Courtney (D-CT-2), a current Democratic member of the House, has disclosed 164 trades since 2019: 91 purchases worth about $948.55K and 73 sales worth about $731.04K, in 76 stocks. Most traded: AAPL, C, CB. As a portfolio, their stock holdings and trades returned +250.2% from May 2014, against +300.0% for the S&P 500. Trades took a median 28 days to be disclosed; 46 came late.
Joe Courtney’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +250.2%, against +300.0% for SPY; the largest fall on the way was -36.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joe Courtney | Nov 2025 | +35.6% | +10.1% | +25.5% | – | -13.4% | 1.63 | 0.72 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joe Courtney | Nov 2023 | +141.6% | +72.6% | +69.0% | +34.3% | -18.1% | 1.40 | 0.94 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joe Courtney | Nov 2021 | +132.0% | +61.1% | +70.9% | +18.4% | -29.9% | 0.82 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joe Courtney | Jan 2026 | +23.5% | +10.1% | +13.4% | – | -13.4% | 1.32 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Joe Courtney | May 2014 | +250.2% | +300.0% | -49.7% | +10.6% | -36.4% | 0.57 | 0.96 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MFCManulife Financial Corp | Financial Services | $20.54K | 100.0% | +156.7% | 1 | 0 | 1 | $0.00 | $8.00K | – | Apr 5, 2022 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | +32.2% | Aug 7, 2020 |
| BABAAlibaba Group Holding Ltd | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 9, 2020 |
| HGIIXHartford Core Equity Fund - HGIIX | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -62.8% | Oct 9, 2020 |
| IVViShares Core S&P 500 ETF | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +0.2% | Oct 9, 2020 |
| NTDOYNintendo Co Ltd ADR | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 9, 2020 |
| PBCTPeople's United Financial, Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 3, 2022 |
| VOOVanguard S&P 500 ETF | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +0.1% | Oct 16, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | +227.2% | Oct 16, 2020 |
| CCitigroup Inc | Financial Services | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -73.7% | Aug 7, 2020 |
| CBChubb Ltd | Financial Services | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | +3.4% | Jun 2, 2020 |
| KDPKeurig Dr Pepper Inc. | Consumer Staples | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -106.5% | Aug 7, 2020 |
| NEENextera Energy Inc | Utilities | Closed | – | – | 3 | 1 | 2 | $8.00K | $16.00K | -93.2% | Aug 7, 2020 |
| ABTAbbott Laboratories | Healthcare | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -106.7% | Aug 7, 2020 |
| AMTAmerican Tower Corp /Ma/ | Real Estate | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -151.7% | Aug 7, 2020 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MFCManulife Financial Corporation | Self | Sell | $1K–$15K | Apr 5, 2022 | Apr 12, 2022 | 7d | +108.5% | +41.8% | |
| PBCTPeople's United Financial, Inc. | Self | Sell | $15K–$50K | Mar 3, 2022 | Apr 12, 2022 | 40d | – | – | |
| AAPLApple Inc. | Spouse | Sell | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | +184.3% | +67.7% | |
| Goldman Sachs International Equity InsightsOther | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| GOVTiShares U.S. Treasury Bond ETFETF | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | -20.0% | -136.6% | |
| JP Morgan Mortgage Backed SecuritiesOther | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| Loomis Sayles Senior Float RateOther | Spouse | Sell | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| Pimco FDS Income InstitutionalOther | Spouse | Sell | $15K–$50K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETFETF | Spouse | Sell | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | +114.5% | -2.1% | |
| T Rowe Price Blue Chip GrowthOther | Spouse | Sell | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| Templeton Developing Markets TrustOther | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| VEAVanguard FTSE Developed Markets ETFETF | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | +67.5% | -49.1% | |
| VWOVanguard FTSE Emerging Markets ETFETF | Spouse | Buy | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | +24.5% | -92.0% | |
| Federated MDT Small Cap GrowthOther | Spouse | Sell | $1K–$15K | Oct 16, 2020 | Nov 16, 2020 | 31d | – | – | |
| VOOVanguard S&P 500 ETFETF | Spouse | Buy | $15K–$50K | Oct 16, 2020 | Nov 16, 2020 | 31d | +116.7% | +0.1% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Joe Courtney (D-CT-2), a current Democratic member of the House, has disclosed 164 trades since 2019: 91 purchases worth about $948.55K and 73 sales worth about $731.04K, in 76 stocks. Most traded: AAPL, C, CB. As a portfolio, their stock holdings and trades returned +250.2% from May 2014, against +300.0% for the S&P 500. Trades took a median 28 days to be disclosed; 46 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Joe Courtney still holds 1 stock; the largest are MFC (about $20.54K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +250.2% from May 2014 to November 2026, against +300.0% for the S&P 500, with a largest fall of -36.4%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 28 days to be disclosed. 46 of 164 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.