What if you had copied Rick W. Allen?
Republican, GA-12
The verdict
Copying Rick W. Allen's reported trades from Jun 2023 would have turned $10,000 into $14,869, less than the S&P 500 did.
The S&P 500 turned the same $10,000 into $18,448 over the same days. The copy returned +12.3% a year against +19.5% for the S&P 500, 7.3 points a year behind. Its worst fall was 13.0%, from Feb 5, 2025 to Apr 8, 2025. The S&P 500's worst fall over the test was 18.8%.
Copied Jun 5, 2023 to Nov 9, 2026 · House trade reports and daily closes
What $10,000 became
- Copying Rick W. Allen$14,870
- S&P 500$18,448
- Kept every buy and ignored their sales$14,739
If you had kept every buy and ignored their sales, you would have ended at $14,739, so following every move earned $131 more.
- $10,000 copied
- $14,869
- +48.7%, +12.3% a year
- In the S&P 500
- $18,448
- +84.5%, +19.5% a year
- Kept every buy
- $14,739
- Their sales ignored
- Worst fall
- −13.0%
- Feb 5, 2025 to Apr 8, 2025
- Trades
- 142
- 99 buys, 43 sales
The moves that made the most
- AMGNAmgen+$826
Held since Aug 2023, the stock up 95%
Held since Aug 2023, the stock up 87%
- ABBVAbbVie+$658
Held since Aug 2023, the stock up 115%
- GOOGLAlphabet+$609
Held since Aug 2023, the stock up 125%
- WMTWalmart+$488
Held since Aug 2023, the stock up 141%
- COSTCostco Wholesale+$442
Held from Aug 2023 to Oct 2026, the stock up 81%
The moves that cost the most
Held from Aug 2023 to May 2025, the stock down 24%
Held from Aug 2023 to Jan 2024, the stock down 32%
- ROLRollins−$91
Held from Jan 2025 to Sep 2026, the stock down 31%
- NFLXNetflix−$76
Held from Jun 2025 to Jan 2026, the stock down 29%
Held from Aug 2023 to Jan 2024, the stock down 10%
- INTUIntuit−$54
Held from Aug 2023 to Mar 2026, the stock down 11%
Year by year
| Year | Copy | S&P 500 | Gap, pts |
|---|---|---|---|
| 2023from Jun 2023 | +5.6% | +12.5% | −6.9 |
| 2024 | +16.8% | +24.9% | −8.1 |
| 2025 | +10.9% | +17.7% | −6.8 |
| 2026to Nov 2026 | +8.7% | +11.5% | −2.8 |
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.