Pelosi Tracker – How to Handle Your Investments Like a Commander in Stocks!
So Pelosi made a lot of money from investments, let’s discuss.
The Neighborhood Finance Guy writes about financial literacy topics: Financial Planning, Budgeting, Millennial Money Management, Investment Strategies, Retirement tips, and more. The goal is to help you make effective decisions and set S.M.A.R.T goals with your money. The information is free but the struggle is not sold separately. And, if you are into this sort of thing; the blog is PLUTUS nominated, I studied Accounting with a Specialization in Taxation, served in the US Marine Corps, and now work as an Auditor. I’m also big on Traveling and watching Anime.
Summary of why you should invest like Nanci Pelosi:
- The stock market is up over +20% in 2021. However, the TNFG Pelosi Tracker portfolio is up +50% returns.
- Out of the 433 members of Congress that have reported their financial information publicly, over half of them are millionaires. Over 50 members of Congress have a net worth of $10 million. Click here for how Politicians invested in 2021.
- Overall, US Congress members are Bullish on Energy and Tech stocks. The majority of the holding was in ExxonMobil $XOM, Apple $APPL, and Microsoft $MSFT. The rest of the holdings were diversified in healthcare and finance which by all accounts makes cents.
- Starting from 2022 to 2030, we might see a shift in investors moving toward infrastructure stocks. Big dollars lead to massive contracts and long-term gains for investors.
- UPDATE – As of January 1, 2022, Pelosi’s husband bought Google and Disney call options that would pay off if the bull market continues. See this MarketWatch article for more.
Table of Contents
Why Are We Tracking Nancy Pelosi’s “Stonks”?
“How is that legal?” Joe Rogan asked. He then noted that Nancy Pelosi is one of the wealthiest members of Congress. People want to know.
“Did Nancy Pelosi’s Husband Buy Tesla Stock Ahead of Electric Car Mandate?“
First things first, this should not be interpreted as investment advice. This is a blog post that I’m creating for fun and to help me contextualize how to deconstruct financial articles that I read online.
If you need financial or investment assistance, I would recommend that you refer to a fee-only financial advisor who has a fiduciary responsibility to their clients. Since investments can trigger taxes, you might want to refer to a Certified public accountant as well. And if you don’t have a lot of money, just start with a financial plan.
No need to play with your wealth, especially since too many Americans are retiring broke. Additionally, this is not party affiliated since I tend to be objective about what I see.
To me, this is all about how investment portfolios hold up. However, this one does have a slight political spin but I’m neither for nor against it.
Turns out, Paul and Nancy Pelosi (Speaker of the House) have made recent multimillion-dollar moves in FAANG stocks like Alphabet, Apple, and Netflix, as well as in other high-growth stocks such as Roblox, Nvidia, and CrowdStrike. These moves were sure to turn heads.
Technology stocks seem blazing a pace for new wealth, I had to figure out what gives. But this goes way beyond, trading individual stocks.
Pelosi is beating the averages and setting a new trend in the Metaverse
“The reason why Speaker Pelosi became so popular was that every trade she was making inevitably turned out to be such a long-term winner,” said Christopher Josephs co-founder of Iris.
My goal with this investment short is to see if all the Pelosi talk on Twitter is truly valid. Or, to see if social media blowing this out of proportion. Either way, this won’t stop the New York Post from covering it quarterly.
As always, I’ll recreate a portfolio based on what was discussed using M1 Finance’s create a pie feature.
From that point, we get to see how it plays out.
This pie is a snapshot as of early November 12, 2021. Keep in mind that the one-year return for the same period in the S&P was 32.37%.
Still better than 0.01% in a savings account getting shredded by inflation north of +4% this year.
So What’s the Breakdown of the Pelosi Tracker?
TNFG’s Nancy Pelosi Stock Tracker is a nuance research of google, fueled by a mix of Bustello coffee. As such, try not to take this as gospel because I actually never seen Nancy Pelosi’s portfolio. Based on the short information available online, we are making gigantic leaps of faith to follow in the footsteps of a multi-millionaire. We didn’t even speculate on the possibility of insider trading tips or specific low strike prices. It’s all general asset management.
Based on the weight of the distribution, these are TNFG’s Top Pelosi-inspired holdings (see table #1).
Table 1. TNFG’s Pelosi Tracker Holdings and 1-yr Averages
| Company | Market Cap | Dividend Yield (if Any) | 1-yr Market Growth | *Current Price Per Share | Avg Target Price |
| Tesla $TSLA | 1.1T | 0.00% | 154.96% | $1,033.42 | $820.04 |
| Nvidia $NVDA | 757.3B | 0.05% | 126.72% | $303.90 | $252.83 |
| Apple $AAPL | 2.4T | 0.58% | 24.51% | $147.87 | $169.65 |
| Facebook (Meta) $FB | 935.48B | 0.00% | 18.54% | $340.89 | $397.32 |
| Paypal Holdings Inc. $PYPL | 237.4B | 0.00% | 5.04% | $208.30 | $286.64 |
| Alphabet $GOOGL | 2T | 0.00% | 66.85% | $2,973.56 | $3,324.13 |
| Crowdstrike Holdings Inc Class A $CRWD | 57.8B | 0.00% | 114.51% | $284.30 | $311.50 |
| Microsoft $MSFT | 2.5B | 0.67% | 54.92% | $336.72 | $360.67 |
| Roblox Corporation – Class A $RBLX | 54B | 0.00% | 41.18% | $107.58 | $99.90 |
| Netflix $NFLX | 290.5B | 0.00% | 33.99% | $682.61 | $682.60 |
| Avg | 0.125% | 50.98% |
Pelosi’s Top Ten Out Performs and out Paces the S&P by a META mile!
After plugging in the numbers in M1, we can see this portfolio isn’t doing so shabby (see graphics #3). Over 50% rate of return on your investment since March 9, 2021 (Roblox IPO).
It more than holds up against the S&P 500 for the same period (at 32.37%). The Vanguard total stock index $VTI maxed at 33.66% for the same timeline. I guess we can all stand to learn from the Capital’s Battle Ax because these wins have a lot of run way as it relates to going, Meta!
If you want to follow this pie, click here. It’s a link to my M1 pie. This is yet another reason why I love investing with M1 since we can easily share these portfolios with each other.
If you want the $30-for-30 referral, click here.
Top Three Holdings and How they are Tracking
- Tesla’s $TSLA mission is to accelerate the world’s transition to sustainable energy. Since its founding in 2003, Tesla has broken new barriers in developing high-performance automobiles that are not only the world’s best and highest-selling pure electric vehicles—with long range and absolutely no tailpipe emissions—but also the safest, highest-rated cars on the road in the world. In addition, with the opening of the Gigafactory and the acquisition of SolarCity, Tesla now offers a full suite of energy products that incorporates solar, storage, and grid services. As the world’s only fully integrated sustainable energy company, Tesla is at the vanguard of the world’s inevitable shift towards a sustainable energy platform. 5-yr growth 2,720.08%
- NVIDIA $NVDA is the pioneer of GPU-accelerated computing. The Company specializes in products and platforms for the large, growing markets of gaming, professional visualization, data center, and automotive. Its creations are loved by the most demanding computer users in the world – gamers, designers, and scientists. And its work is at the center of the most consequential mega-trends in technology. 5-yr growth 1,301.97%
- Apple Inc. $APPL is an American multinational technology company, that designs, develops, and sells consumer electronics, computer software, and online services. Its hardware products include the iPhone smartphone, the iPad tablet computer, the Mac personal computer, the iPod portable media player, the Apple Watch smartwatch, the Apple TV digital media player, the AirPods wireless earbuds, the AirPods Max headphones, and the HomePod smart speaker line. 5-yr growth 479.52%
Final Thoughts
As price inflation and income stagnation hit record highs, investing your money is the only way to go. So much so that all the politicians who are already multi-millionaires are doing it. The bottom 70% of the US is fueling the economy through spending. The top 30% are injecting money through investment and getting better returns.
Turns out 2040 will be way more expensive than 2020. In order for the average person to keep their current $60,000 annual expenses lifestyle, they will have to up the levels to about $100,000. If you are feeling the pinch now, just know it will not be easier later.
Invest to hit your millennial millionaire mark, it’s less heavy lifting than you think. I dished out my Million+retirement strategies all the time. Feel free to read up on it. Either way diving into the what if Nancy Pelosi portfolio, is a million worth of game.
Other great write-ups include:
- Renting Vs Ownership
- Buying Used Cars vs Being Broke Rich, and even
- How Alainta Alcin went from Homeowner to Unemployed in One Month.
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