Ken Buck (R-CO-4), a former Republican member of the House, has disclosed 79 trades since 2016: 41 purchases worth about $468.52K and 38 sales worth about $304.02K, in 39 stocks. Most traded: HP, ABBV, ABT. As a portfolio, their stock holdings and trades returned -51.5% from Dec 2016, against +137.3% for the S&P 500. Trades took a median 34 days to be disclosed; 1 came late.
Ken Buck’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2016: -51.5%, against +137.3% for SPY; the largest fall on the way was -85.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ken Buck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ken Buck | Nov 2023 | +3.8% | +19.6% | -15.8% | – | -17.7% | 0.46 | 0.80 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ken Buck | Nov 2021 | +22.9% | +11.6% | +11.3% | +9.1% | -42.7% | 0.42 | 1.04 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ken Buck | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ken Buck | Dec 2016 | -51.5% | +137.3% | -188.8% | -9.4% | -85.7% | 0.08 | 1.42 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HPHelmerich & Payne, Inc. | Energy | Closed | – | – | 3 | 2 | 1 | $65.00K | $8.00K | -291.7% | Sep 9, 2021 |
| EGFFXEdgewood Growth Fund | – | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | – | Dec 4, 2017 |
| ABBVAbbVie Inc. | Healthcare | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +22.4% | Nov 7, 2017 |
| ABTAbbott Laboratories | Healthcare | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -92.7% | Nov 7, 2017 |
| AIGAmerican International Group, Inc. | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -164.2% | Nov 7, 2017 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -113.6% | Nov 7, 2017 |
| BBTBeacon Financial Corp | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -211.9% | Nov 7, 2017 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -4.2% | Nov 7, 2017 |
| BPBp Plc | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -169.4% | Nov 7, 2017 |
| CCitigroup Inc | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -125.2% | Nov 7, 2017 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +3.3% | Nov 7, 2017 |
| DBDDIEBOLD NIXDORF, Inc | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Nov 7, 2017 |
| EEni Spa | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -107.4% | Nov 7, 2017 |
| EBKDYERSTE GROUP BANK AG SPON ADR Trad | – | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Nov 7, 2017 |
| ENLAYEnel Societa Per Azioni Unsponsored ADR | – | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | – | Nov 7, 2017 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| HPHelmerich & Payne, Inc. | Self | Sell | $1K–$15K | Sep 9, 2021 | Oct 17, 2021 | 38d | +43.8% | -23.7% | |
| Dodge & Cox Stock FundOther | Self | Buy | $50K–$100K | Dec 4, 2017 | Jan 14, 2018 | 41d | – | – | |
| EGFFXEdgewood Growth FUnd-RetaiLFund | Self | Buy | $15K–$50K | Dec 4, 2017 | Jan 14, 2018 | 41d | – | – | |
| ABTAbbott Laboratories | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +99.9% | -90.9% | |
| GLDICredit Suisse Group Ordinary Shares (CSGKF) | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | -25.7% | -216.5% | |
| DBDDiebold Nixdorf Incorporated | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | – | – | |
| ETNEaton Corporation, PLC Ordinary Shares | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +365.5% | +174.7% | |
| ENLAYEnel Societa Per Azioni Unsponsored ADR | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | – | – | |
| EENI S.p.A. | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +72.5% | -118.3% | |
| EBKDYErste Group Bank Ag Sponsored ADR | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | – | – | |
| GSKGLaxoSmithKLine PLC | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +37.2% | -153.6% | |
| HPQHP Inc. | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +32.9% | -157.8% | |
| INGING Group, N.V. | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +72.9% | -117.8% | |
| INTCIntel Corporation | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +28.2% | -162.6% | |
| ABBVAbbVie Inc. | Self | Sell | $1K–$15K | Nov 7, 2017 | Dec 11, 2017 | 34d | +207.5% | +16.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ken Buck (R-CO-4), a former Republican member of the House, has disclosed 79 trades since 2016: 41 purchases worth about $468.52K and 38 sales worth about $304.02K, in 39 stocks. Most traded: HP, ABBV, ABT. As a portfolio, their stock holdings and trades returned -51.5% from Dec 2016, against +137.3% for the S&P 500. Trades took a median 34 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned -51.5% from December 2016 to November 2026, against +137.3% for the S&P 500, with a largest fall of -85.7%. 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 34 days to be disclosed. 1 of 79 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.