Mick Mulvaney (R-SC-5), a former Republican member of the House, has disclosed 47 trades since 2014: 11 purchases worth about $720.01K and 36 sales worth about $693.52K, in 29 stocks. Most traded: NEM, WPM, AEM. As a portfolio, their stock holdings and trades returned -12.6% from May 2014, against +24.8% for the S&P 500. Trades took a median 4 days to be disclosed; 0 came late.
Mick Mulvaney’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: -12.6%, against +24.8% for SPY; the largest fall on the way was -54.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mick Mulvaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mick Mulvaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mick Mulvaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mick Mulvaney | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Mick Mulvaney | May 2014 | -12.6% | +24.8% | -37.4% | -4.8% | -54.0% | -0.12 | 0.75 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMLPAlerian MLP ETF | – | Closed | – | – | 2 | 2 | 0 | $65.00K | $0.00 | -345.5% | Mar 28, 2014 |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | – | Closed | – | – | 2 | 2 | 0 | $65.00K | $0.00 | -282.5% | Jun 5, 2015 |
| AEMAgnico Eagle Mines Ltd | Basic Materials | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jun 29, 2016 |
| FCGFirst Trust ISE-REvErE Natural Gas | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jun 29, 2016 |
| GGGoldcorp Inc. | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Jun 29, 2016 |
| IHIiShares U.S. Medical Devices ETF | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $40.50K | – | Feb 4, 2015 |
| IDUiShares U.S. Utilities ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jul 1, 2014 |
| IHEiShares U.S. Pharmaceuticals ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Feb 4, 2015 |
| NEMNEWMONT Corp /DE/ | Basic Materials | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Jun 29, 2016 |
| WPMWheaton Precious Metals Corp. | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $24.00K | – | Jun 29, 2016 |
| KGCKinross Gold Corp | Basic Materials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jun 29, 2016 |
| PAASPan American Silver Corp | Basic Materials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jun 29, 2016 |
| REMXVanEck Rare Earth and Strategic Metals ETF | – | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Dec 30, 2016 |
| AUYYamana Gold Inc. Ordinary Shares | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2016 |
| BBarrick Mining Corp | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 29, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| PLMPolymet Mining Corporation Ordinary Shares | Self | Sell | $1K–$15K | Dec 30, 2016 | Jan 11, 2017 | 12d | – | – | |
| REMXVanEck Vectors Rare Earth Strategic Metals ETFETF | Joint | Sell | $1K–$15K | Dec 30, 2016 | Jan 11, 2017 | 12d | -1.5% | -238.0% | |
| Mulvaney Properties/old Hickory Manor LLCOther | Self | Sell | $50K–$100K | Dec 8, 2016 | Dec 14, 2016 | 6d | – | – | |
| Indian Land Ventures, LLC, 33% InterestOther | Self | Buy | $250K–$500K | Oct 14, 2016 | Nov 16, 2016 | 33d | – | – | |
| Mulvaney PrOperties/TyvOLA, LLCOther | Self | Sell | $100K–$250K | Sep 2, 2016 | Sep 16, 2016 | 14d | – | – | |
| EUOProshares Ultrashort EuroETF | Joint | Buy | $1K–$15K | Jul 21, 2016 | Jul 22, 2016 | 1d | +31.7% | -216.1% | |
| MOATVANECk Vectors Morningstar Wide Moat ETFETF | Joint | Buy | $1K–$15K | Jul 21, 2016 | Jul 22, 2016 | 1d | +234.0% | -13.8% | |
| AEMAgnico Eagle Mines Limited | Joint | Sell | $15K–$50K | Jun 29, 2016 | Jul 3, 2016 | 4d | +221.8% | -42.1% | |
| NEMNewmont Mining Corporation | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | +189.4% | -74.5% | |
| PALNorth American Palladium, Ltd. | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | – | – | |
| PAASPan American Silver Corp. | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | +142.6% | -121.3% | |
| PLGTFPilot Gold, Inc Ordinary Shares | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | – | – | |
| PNPFFPinetree Capital Ltd Ordinary Shares | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | – | – | |
| REEMFRare Element Resources Ltd. Ordinary Shares (REE) | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | +888.9% | +624.9% | |
| WPMSilver Wheaton Corp Common Shares (SLW) | Self | Sell | $1K–$15K | Jun 29, 2016 | Jul 3, 2016 | 4d | +422.3% | +158.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Mick Mulvaney (R-SC-5), a former Republican member of the House, has disclosed 47 trades since 2014: 11 purchases worth about $720.01K and 36 sales worth about $693.52K, in 29 stocks. Most traded: NEM, WPM, AEM. As a portfolio, their stock holdings and trades returned -12.6% from May 2014, against +24.8% for the S&P 500. Trades took a median 4 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -12.6% from May 2014 to November 2026, against +24.8% for the S&P 500, with a largest fall of -54.0%. 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 4 days to be disclosed. 0 of 47 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.