What if you had copied Michael C. Burgess?
House member, TX-26
This record ended in October 2024, when they left the House. It is shown here but not ranked.
The verdict
Copying Michael C. Burgess's reported trades from Mar 2023 until Oct 2024 would have turned $10,000 into $8,436, less than the S&P 500 did.
The S&P 500 turned the same $10,000 into $14,413 over the same days. The copy returned −10.2% a year against +26.1% for the S&P 500, 36 points a year behind. Its worst fall was 29.9%, from Mar 27, 2024 to Sep 10, 2024. The S&P 500's worst fall over the test was 10.0%.
Copied Mar 6, 2023 to Oct 2, 2024 · House trade reports and daily closes
What $10,000 became
- Copying Michael C. Burgess$8,436
- S&P 500$14,413
- Kept every buy and ignored their sales$11,629
If you had kept every buy and ignored their sales, you would have ended at $11,629, so following every move cost $3,193. The test stops on Oct 2, 2024, when they left the House, so there was nothing left to follow.
- $10,000 copied
- $8,436
- −15.6%, −10.2% a year
- In the S&P 500
- $14,413
- +44.1%, +26.1% a year
- Kept every buy
- $11,629
- Their sales ignored
- Worst fall
- −29.9%
- Mar 27, 2024 to Sep 10, 2024
- Trades
- 71
- 35 buys, 36 sales
The moves that made the most
Held from Sep 2023 until the record ended in Oct 2024, the stock up 32%
- XOMExxon Mobil+$371
Held from Jan 2024 to Apr 2024, the stock up 26%
- MSFTMicrosoft+$295
Held from Mar 2023 to Apr 2023, the stock up 12%
- BXBlackstone+$291
Held from Mar 2023 to Jan 2024
- AMGNAmgen+$201
Held from Apr 2023 to Jan 2024, the stock up 28%
- BBYBest Buy+$142
Held from Sep 2023 to Mar 2024, the stock up 11%
The moves that cost the most
- AAPAdvance Auto Parts−$2,057
Held from Mar 2023 until the record ended in Oct 2024, the stock down 72%
- CCChemours−$1,166
Held from Jul 2023 until the record ended in Oct 2024, the stock down 46%
- STLAStellantis−$805
Held from Sep 2023 until the record ended in Oct 2024, the stock down 19%
- ILMNIllumina−$118
Held from Jan 2024 to Sep 2024, the stock down 8%
- VLOValero Energy−$25
Held from Dec 2023 to Jan 2024, the stock down 3%
Year by year
| Year | Copy | S&P 500 | Gap, pts |
|---|---|---|---|
| 2023from Mar 2023 | +3.0% | +19.3% | −16.3 |
| 2024to Oct 2024 | −18.1% | +20.8% | −38.9 |
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.