Nancy Pelosi

Congressional Dem trading: tech-heavy quality momentum, +74% since 2023

Nancy Pelosi (NANC Style)

Total Return

+118.8%

Sharpe Ratio

1.52

Max Drawdown

-13.7%

Win Rate

56.7%

Alpha

+6.8%

Comp. Score *

0.38

Risk Parameters

Max Allocation14.7%

Stop Loss13.7%

Take Profit15.0%

Max DD Tolerance13.7%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleBuy 0.5% below market in uptrend.

TimingSAFE TO BUY. *

ScalingEnter in 3 tranches over 1-2 weeks.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
JPM	BUY	25%	14.6% below entry	16.0% above entry	13.7%	TV YH
GS	BUY	31%	18.0% below entry	19.7% above entry	11.2%	TV YH
GOOGL	BUY	30%	17.2% below entry	18.8% above entry	11.7%	TV YH
AVGO	BUY	55%	31.6% below entry	34.6% above entry	6.4%	TV YH
AAPL	BUY	29%	16.4% below entry	18.0% above entry	12.2%	TV YH
AMZN	BUY	33%	18.9% below entry	20.7% above entry	10.6%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -24% drawdown to return 421% long-term. - Exit rule: Review annually. Exit if strategy underperforms its benchmark for 3 consecutive years.

Avg 5Y Return

116.6%

Avg 5Y Sharpe

0.75

10Y Return

421.4%

10Y Sharpe

0.83

HODL Composite

1.17

Consistency

92%

Suitable for passive

Yes