Ted S. Yoho (R-FL-3), a former Republican member of the House, has disclosed 26 trades since 2013: 1 purchase worth about $32.50K and 25 sales worth about $102.23K, in 21 stocks. Most traded: MJFOX, BSJJ, EEMV. As a portfolio, their stock holdings and trades returned +30.9% from Aug 2020, against +9.0% for the S&P 500. Trades took a median 23 days to be disclosed; 3 came late.
Ted S. Yoho’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2020: +30.9%, against +9.0% for SPY; the largest fall on the way was -12.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ted S. Yoho | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ted S. Yoho | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ted S. Yoho | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ted S. Yoho | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Ted S. Yoho | Aug 2020 | +30.9% | +9.0% | +21.8% | – | -12.8% | 2.40 | 1.10 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | Financial Services | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | +141.9% | Aug 21, 2020 |
| MSIQXMSIF INTERNATIONAL EQUITY INST | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $11.56K | – | Jul 10, 2020 |
| SCHPSchwab U.S. TIPS ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $5.71K | – | Sep 27, 2019 |
| GSFTXCOLUMBIA DIVIDEND INCOME INST | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $5.34K | – | Jul 10, 2020 |
| NFFFXAMERICAN NEW WORLD F2 | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $5.33K | – | Jul 10, 2020 |
| USLIXJOHN HANCOCK US GLB LDRS GW I | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $4.20K | – | Jul 10, 2020 |
| XSLVInvesco S&P SmallCap Low Volatility ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.93K | – | Sep 27, 2019 |
| LAUFXRLORD ABBETT INCOME F | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.79K | – | Jul 10, 2020 |
| XLBState Street® Materials Select Sector SPDR® ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.76K | – | Sep 27, 2019 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.71K | – | Sep 27, 2019 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.67K | – | Sep 27, 2019 |
| LDLFXLORD ABBETT SHT DURATION INC F | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.56K | – | Jul 10, 2020 |
| FTSLFirst Trust Senior Loan Fund | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.55K | – | Sep 27, 2019 |
| FFTYInnovator IBD(R) 50 ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $3.15K | – | Sep 27, 2019 |
| LCSIXLOCORR STRATEGIES CL I LONG SHORT COMMODI MMODITIES | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $2.97K | – | Sep 27, 2019 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MSMORGAN STANEY IRA | Spouse | Buy | $15K–$50K | Aug 21, 2020 | Sep 8, 2020 | 18d | +263.5% | +141.9% | |
| NBGIXNEUBERGER BERMAN GENESIS INST | Self | Sell | $55 | Jul 10, 2020 | Jul 29, 2020 | 19d | +4.5% | -132.3% | |
| LDLFXLORD ABBETT SHT DURATION INC F | Self | Sell | $3,561 | Jul 10, 2020 | Jul 29, 2020 | 19d | -8.7% | -145.5% | |
| LAUFXRLORD ABBETT INCOME F | Self | Sell | $3,795 | Jul 10, 2020 | Jul 29, 2020 | 19d | -19.7% | -156.5% | |
| MSIQXMSIF INTERNATIONAL EQUITY INST | Self | Sell | $11,561 | Jul 10, 2020 | Jul 29, 2020 | 19d | -49.4% | -186.2% | |
| SPVZXPGIM QMA MID-CAP VALUE Z | Self | Sell | $1,559 | Jul 10, 2020 | Jul 29, 2020 | 19d | +170.4% | +33.5% | |
| MJFOXMATTHEWS ASIAN JAPAN INV | Self | Sell | $2,082 | Jul 10, 2020 | Jul 29, 2020 | 19d | +25.2% | -111.7% | |
| MJFOXMATTHEWS ASIAN JAPAN INV | Self | Sell | $567 | Jul 10, 2020 | Jul 29, 2020 | 19d | +25.2% | -111.7% | |
| PRDSXT ROWE PRICE QM US SM CP GR EQ | Self | Sell | $356 | Jul 10, 2020 | Jul 29, 2020 | 19d | +31.3% | -105.6% | |
| USLIXJOHN HANCOCK US GLB LDRS GW I | Self | Sell | $4,205 | Jul 10, 2020 | Jul 29, 2020 | 19d | -9.6% | -146.5% | |
| PSDYXPUTNAM ULTRA SHT DUR INC Y | Self | Sell | $2,168 | Jul 10, 2020 | Jul 29, 2020 | 19d | – | – | |
| NFFFXAMERICAN NEW WORLD F2 | Self | Sell | $5,328 | Jul 10, 2020 | Jul 29, 2020 | 19d | +36.6% | -100.2% | |
| GSFTXCOLUMBIA DIVIDEND INCOME INST | Self | Sell | $5,345 | Jul 10, 2020 | Jul 29, 2020 | 19d | +86.3% | -50.5% | |
| BSJJBULLETSHARES 2019 HIC INVESCO YIELD CORP BOND ETF 2019 HIGH Charge Charge Rate FeeETF | Self | Sell | $2,383 | Sep 27, 2019 | Oct 23, 2019 | 26d | -0.1% | -154.7% | |
| XSLVINVESCO 8&P SMALLCAP LOW VOLATILITY ETFETF | Self | Sell | $3,926 | Sep 27, 2019 | Oct 23, 2019 | 26d | +6.1% | -148.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Ted S. Yoho (R-FL-3), a former Republican member of the House, has disclosed 26 trades since 2013: 1 purchase worth about $32.50K and 25 sales worth about $102.23K, in 21 stocks. Most traded: MJFOX, BSJJ, EEMV. As a portfolio, their stock holdings and trades returned +30.9% from Aug 2020, against +9.0% for the S&P 500. Trades took a median 23 days to be disclosed; 3 came late.
As a portfolio, their stock holdings and trades returned +30.9% from August 2020 to November 2026, against +9.0% for the S&P 500, with a largest fall of -12.8%. 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 23 days to be disclosed. 3 of 26 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.