What if you had copied Jared Moskowitz?
Democrat, FL-23
The verdict
Copying Jared Moskowitz's reported trades from Mar 2023 would have turned $10,000 into $17,403, less than the S&P 500 did.
The S&P 500 turned the same $10,000 into $20,524 over the same days. The copy returned +16.3% a year against +21.7% for the S&P 500, 5.4 points a year behind. Its worst fall was 15.2%, from Feb 19, 2025 to Apr 8, 2025. The S&P 500's worst fall over the test was 18.8%.
Copied Mar 13, 2023 to Nov 9, 2026 · House trade reports and daily closes
What $10,000 became
- Copying Jared Moskowitz$17,403
- S&P 500$20,524
- Kept every buy and ignored their sales$17,388
If you had kept every buy and ignored their sales, you would have ended at about the same place, $17,388.
- $10,000 copied
- $17,403
- +74.0%, +16.3% a year
- In the S&P 500
- $20,524
- +105.2%, +21.7% a year
- Kept every buy
- $17,388
- Their sales ignored
- Worst fall
- −15.2%
- Feb 19, 2025 to Apr 8, 2025
- Trades
- 335
- 291 buys, 44 sales
The moves that made the most
- ADIAnalog Devices+$764
Held since Apr 2023, the stock up 121%
Held since Nov 2025, the stock up 175%
- SPGIS&P Global+$504
Held from Mar 2023 to Jul 2026, the stock up 47%
- CMICummins+$480
Held since Oct 2023, the stock up 118%
- NVDANVIDIA+$475
Held since Aug 2024, the stock up 81%
- COSTCostco Wholesale+$460
Held since Mar 2023, the stock up 136%
The moves that cost the most
- DGDollar General−$214
Held from Mar 2023 to Jan 2024, the stock down 37%
- HRLHormel Foods−$104
Held from Mar 2023 to Aug 2024, the stock down 19%
- ACNAccenture−$92
Held from Aug 2024 to May 2026, the stock down 44%
Held from Jan 2024 to May 2026, the stock down 23%
- UNHUnitedHealth−$71
Held from Aug 2024 to Jun 2025, the stock down 45%
Held from Aug 2024 to Apr 2025, the stock down 15%
Year by year
| Year | Copy | S&P 500 | Gap, pts |
|---|---|---|---|
| 2023from Mar 2023 | +12.7% | +25.2% | −12.5 |
| 2024 | +20.3% | +24.9% | −4.6 |
| 2025 | +11.9% | +17.7% | −5.8 |
| 2026to Nov 2026 | +14.7% | +11.5% | +3.2 |
A historical test on paper, before costs and taxes. It trades at the close of the first trading day after each report comes out, up to 45 days after the trade, sizes from reported ranges, and skips delisted companies, which flatters it.