What if you had copied Lois Frankel?
Democrat, FL-22
The verdict
Copying Lois Frankel's reported trades from Jan 2023 would have turned $10,000 into $11,339, less than the S&P 500 did.
The S&P 500 turned the same $10,000 into $20,392 over the same days. The copy returned +3.3% a year against +20.4% for the S&P 500, 17 points a year behind. Its worst fall was 12.2%, from Jul 26, 2023 to Oct 3, 2023. The S&P 500's worst fall over the test was 18.8%.
Copied Jan 9, 2023 to Nov 9, 2026 · House trade reports and daily closes
What $10,000 became
- Copying Lois Frankel$11,339
- S&P 500$20,392
- Kept every buy and ignored their sales$15,514
If you had kept every buy and ignored their sales, you would have ended at $15,514, so following every move cost $4,175.
- $10,000 copied
- $11,339
- +13.4%, +3.3% a year
- In the S&P 500
- $20,392
- +103.9%, +20.4% a year
- Kept every buy
- $15,514
- Their sales ignored
- Worst fall
- −12.2%
- Jul 26, 2023 to Oct 3, 2023
- Trades
- 98
- 60 buys, 38 sales
The moves that made the most
Held since Aug 2023, the stock up 15%
- PLDProLogis+$320
Held from Jan 2023 to Oct 2023
- CIThe Cigna+$68
Held from May 2023 to Oct 2023, the stock up 17%
- WRBW.R. Berkley+$62
Held from May 2023 to Oct 2023, the stock up 11%
Held from Apr 2023 to Oct 2023, the stock up 16%
Held from May 2023 to Oct 2023, the stock up 20%
The moves that cost the most
- DDominion Energy−$330
Held from Jan 2023 to Oct 2023, the stock down 27%
- TGTTarget−$62
Held from Jun 2023 to Oct 2023, the stock down 18%
- PFEPfizer−$57
Held from Mar 2023 to Oct 2023, the stock down 15%
Held from Jul 2023 to Oct 2023, the stock down 12%
- UNPUnion Pacific−$42
Held from Jan 2023 to Oct 2023
Held from Feb 2023 to Oct 2023, the stock down 17%
Year by year
| Year | Copy | S&P 500 | Gap, pts |
|---|---|---|---|
| 2023from Jan 2023 | +0.8% | +24.4% | −23.6 |
| 2024 | +5.1% | +24.9% | −19.8 |
| 2025 | +4.2% | +17.7% | −13.5 |
| 2026to Nov 2026 | +2.7% | +11.5% | −8.8 |
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.