Michael K. SimpsonHouse

U.S. Representative · ID-02 · R · 2014-03 → 2023-03

Chamber: House
Party: R
State: ID
Trades: 106 (38 buys · 68 sells)
Estimated volume: $1.2M
Late filings: 28% (30 of 106)
Median filing lag: 27 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: $366K; from $242K cost
Estimated gain: +$124K; Up 51%
Versus the S&P 500: -$316K; SPY would hold $682K
Positions: 12; from 18 buys

#	Position	Since	Cost basis	Value today	Gain	Share of portfolio
1	TROWDavidson T. Rowe Price group, Inc.	2017-02-15	$114K	$122K	+8%	33%
2	FDNFirst Trust DJ Internet Index Fund	2015-09-21	$16K	$55K	+247%	15%
3	USBU.S. Bancorp	2023-03-14	$33K	$50K	+53%	14%
4	PSXD.A. Davidson DESCRIPTIoN: First Trust MlP & Energy Income Fund Phillips 66	2020-03-25	$8K	$42K	+424%	11%
5	UALD.A. Davidson	2020-03-26	$8K	$25K	+216%	7%
6	FVDDavidson First Trust Vl Dividend	2015-09-21	$8K	$16K	+104%	4%
7	FXHDavidson First Trust Health Care AlphaDEX	2015-09-21	$8K	$16K	+101%	4%
8	BAboeing Company	2020-03-25	$8K	$10K	+22%	3%
9	AALAmerican Airlines group, Inc.	2021-03-18	$16K	$8K	-48%	2%
10	TSCDFTesco Plc Ord Ordinary Shares	2014-03-11	$8K	$8K	-6%	2%
11	MLYNFMalayan Banking Ord Singapore Ordinary Shares	2014-07-24	$8K	$7K	-12%	2%
12	ERICEricsson - aDS each representing 1 underlying Class B share	2014-03-10	$8K	$6K	-28%	2%

Trades that mattered most

These 8 buys explain 71% of their result against the S&P 500.

#	Stock	Asset	Bought	Held	Size	Return	vs SPY
1	TROW	Davidson T. Rowe Price group, Inc.	2017-02-15	9.6y	$15K-50K	+46%	-181%
2	TROW	Davidson T. Rowe Price group, Inc.	2020-06-12	6.3y	$15K-50K	-13%	-166%
3	TROW	Davidson T. Rowe Price group, Inc. T ROWE PRICE - TRBCX BLUE CHIP GROWTH FUND	2022-08-03	4.2y	$15K-50K	-17%	-103%
4	ERIC	Ericsson - aDS each representing 1 underlying Class B share	2014-03-10	12.6y	$1K-15K	-28%	-337%
5	TSCDF	Tesco Plc Ord Ordinary Shares	2014-03-11	12.6y	$1K-15K	-6%	-317%
6	MLYNF	Malayan Banking Ord Singapore Ordinary Shares	2014-07-24	12.2y	$1K-15K	-12%	-299%
7	PSX	D.A. Davidson DESCRIPTIoN: First Trust MlP & Energy Income Fund Phillips 66	2020-03-25	6.5y	$1K-15K	+424%	+212%
8	FXH	Davidson First Trust Health Care AlphaDEX	2015-09-21	11.0y	$1K-15K	+101%	-191%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#	Stock	Trades	Buys / sells	Beat S&P 500	Stock return	S&P 500
1	TROW	5	5/0	0 of 5	+8%	+163%
2	ERIC	3	1/2	0 of 1	-28%	+309%
3	TSCDF	3	1/2	0 of 1	-6%	+311%
4	MLYNF	3	1/2	0 of 1	-12%	+287%
5	AAL	2	2/0	0 of 2	-48%	+97%
6	PSX	1	1/0	1 of 1	+424%	+212%
7	FXH	3	1/2	0 of 1	+101%	+292%
8	BA	1	1/0	0 of 1	+22%	+212%
9	FVD	1	1/0	0 of 1	+104%	+292%
10	USB	1	1/0	0 of 1	+53%	+96%
11	UAL	1	1/0	1 of 1	+216%	+195%
12	FDN	4	2/2	1 of 2	+247%	+245%
13	GOLD	2	0/2	—	—	—
14	BHP	2	0/2	—	—	—
15	CEMCF	2	0/2	—	—	—

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

106 of 106

Michael K. Simpson

House · R · ID

Buy$15K-50K

-43.2% vs SPY

USBU.S. Bancorp

Money Market Fund - US Bancorp

2023-03-14 → 2023-05-12 · 59d late

Michael K. Simpson

House · R · ID

Buy$15K-50K

-103.1% vs SPY

TROWT. Rowe Price Group, Inc.

T ROWE PRICE - TRBCX BLUE CHIP GROWTH FUND

2022-08-03 → 2023-05-12 · 282d late

Michael K. Simpson

House · R · ID

Sell$15K-50K

-48.4% vs SPY

FDNFirst Trust DJ Internet Index Fund

2021-05-10 → 2023-05-12 · 732d late

Michael K. Simpson

House · R · ID

Buy$1K-15K

-144.2% vs SPY

AALAmerican Airlines Group, Inc.

2021-03-18 → 2023-05-12 · 785d late

Michael K. Simpson

House · R · ID

Sell$1K-15K

+96.7% vs SPY

GOLDBarrick Gold Corporation Common Stock