Hakeem S. JeffriesHouse
U.S. Representative · NY-08 · D · 2017-08 → 2021-05
- Chamber
- House
- Party
- D
- State
- NY
- Trades
- 18 (10 buys · 8 sells)
- Estimated volume
- $285K
- Late filings
- 0% (0 of 18)
- Median filing lag
- 21 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $73K
- from $40K cost
- Estimated gain
- +$33K
- Up 83%
- Versus the S&P 500
- -$46K
- SPY would hold $119K
- Positions
- 5
- from 5 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | IUSGISHARES Core S&P u.S. Growth ETF | 2017-08-15 | $8K | $29K | +258% | 39% |
| 2 | IUSVMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | 2017-08-15 | $8K | $18K | +122% | 24% |
| 3 | VEAMerrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | 2017-08-15 | $8K | $13K | +61% | 18% |
| 4 | GOVTMerrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | 2017-08-15 | $8K | $7K | -12% | 10% |
| 5 | LQDMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | 2017-08-15 | $8K | $7K | -13% | 9% |
Trades that mattered most
These 5 buys explain 100% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | LQD | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | 2017-08-15 | 9.2y | $1K-15K | -13% | -211% | |
| 2 | GOVT | Merrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | 2017-08-15 | 9.2y | $1K-15K | -12% | -210% | |
| 3 | VEA | Merrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | 2017-08-15 | 9.2y | $1K-15K | +61% | -137% | |
| 4 | IUSV | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | 2017-08-15 | 9.2y | $1K-15K | +122% | -76% | |
| 5 | IUSG | ISHARES Core S&P u.S. Growth ETF | 2017-08-15 | 9.2y | $1K-15K | +258% | +59% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| May 2021 | 1 | 1 |
| Apr 2021 | 2 | 0 |
| Mar 2021 | 1 | 1 |
| Nov 2020 | 0 | 1 |
| Feb 2019 | 0 | 1 |
| Dec 2018 | 0 | 1 |
| Aug 2018 | 1 | 2 |
| Jun 2018 | 0 | 1 |
| Aug 2017 | 5 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
18 of 18
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
—blackRock Lifepath Index 2035 K Fund
Hakeem S. JeffriesSP
House · D · NY
Sell$1K-15K
—Millennium Trust Company Traditional IRA
Hakeem S. JeffriesJT
House · D · NY
Sell·p$1K-15K
REGLap 400 Dividend Aristocrats ETF
Hakeem S. JeffriesJT
House · D · NY
Sell·p$1K-15K
-103.2% vs SPY
SDYSPDR S&P Dividend ETF
Hakeem S. Jeffries
House · D · NY
Sell·p$50K-100K
—Lord abbett Floating Rate Fund Class C
Hakeem S. Jeffries
House · D · NY
Sell·p$1K-15K
—Lord abbett Floating Rate Fund Class C
Hakeem S. JeffriesJT
House · D · NY
Buy$15K-50K
REGLap 400 Dividend aristocrats ETF
Hakeem S. JeffriesJT
House · D · NY
Sell·p$15K-50K
-142.3% vs SPY
VNQVanguard Real Estate ETF
Hakeem S. JeffriesJT
House · D · NY
Sell$1K-15K
—Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual)
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
+59.4% vs SPY
IUSGISHARES Core S&P u.S. Growth ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-75.8% vs SPY
IUSVMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-211.4% vs SPY
LQDMerrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-210.2% vs SPY
GOVTMerrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF
Hakeem S. Jeffries
House · D · NY
Buy$1K-15K
-136.8% vs SPY
VEAMerrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Hakeem S. Jeffries House · D · NY | — | blackRock Lifepath Index 2035 K Fund | Buy | $1K-15K | 2021-05-17 | 2021-05-30 13d | — | |
Hakeem S. JeffriesSP House · D · NY | — | Millennium Trust Company Traditional IRA | Sell | $1K-15K | 2021-05-04 | 2021-05-30 26d | — | |
Hakeem S. Jeffries House · D · NY | — | VEA | Buy | $1K-15K | 2021-04-19 | 2021-04-25 6d | — | |
Hakeem S. Jeffries House · D · NY | — | SCHD | Buy | $15K-50K | 2021-04-12 | 2021-04-16 4d | — | |
Hakeem S. Jeffries House · D · NY | — | LARCX | Buy | $1K-15K | 2021-03-30 | 2021-04-10 11d | — | |
Hakeem S. JeffriesJT House · D · NY | — | REgL | Sell·p | $1K-15K | 2021-03-15 | 2021-04-10 26d | — | |
Hakeem S. JeffriesJT House · D · NY | ap 400 Dividend Aristocrats ETF | Sell·p | $1K-15K | 2020-11-25 | 2020-12-26 31d | — | ||
Hakeem S. JeffriesJT House · D · NY | SPDR S&P Dividend ETF | Sell·p | $1K-15K | 2019-02-12 | 2019-03-16 32d | -103.2% | ||
Hakeem S. Jeffries House · D · NY | — | Lord abbett Floating Rate Fund Class C | Sell·p | $50K-100K | 2018-12-24 | 2019-01-25 32d | — | |
Hakeem S. Jeffries House · D · NY | — | Lord abbett Floating Rate Fund Class C | Sell·p | $1K-15K | 2018-08-30 | 2018-09-29 30d | — | |
Hakeem S. JeffriesJT House · D · NY | ap 400 Dividend aristocrats ETF | Buy | $15K-50K | 2018-08-23 | 2018-09-19 27d | — | ||
Hakeem S. JeffriesJT House · D · NY | Vanguard Real Estate ETF | Sell·p | $15K-50K | 2018-08-21 | 2018-09-19 29d | -142.3% | ||
Hakeem S. JeffriesJT House · D · NY | — | Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) | Sell | $1K-15K | 2018-06-15 | 2018-07-05 20d | — | |
Hakeem S. Jeffries House · D · NY | ISHARES Core S&P u.S. Growth ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 21d | +59.4% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES Core S&P u.S. Value ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 21d | -75.8% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA lOCATION: uS ISHARES IbOXX $ Invt Grade Corp bond | Buy | $1K-15K | 2017-08-15 | 2017-09-05 21d | -211.4% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA ISHARES u.S. Treasury bond ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 21d | -210.2% | ||
Hakeem S. Jeffries House · D · NY | Merrill Edge Guided Investing Traditional IRA Vanguard FTSE developed Markets ETF | Buy | $1K-15K | 2017-08-15 | 2017-09-05 21d | -136.8% |