Quiver’s Josh Gottheimer Strategy Reports Strong Returns and Strategic Adjustments
The Josh Gottheimer Strategy from Quiver uses automated trading to track stocks held by U.S. Congressmember Josh Gottheimer and his family. It rebalances its portfolio based on new trades or annual disclosures.
Since its inception, this strategy has yielded an impressive 22.93% CAGR. In recent performance, it saw a 0.42% return over the past week, 0.70% over the past month, and a notable 6.11% return over the last year.
Here is the latest update on the Quiver Josh Gottheimer Strategy:
Current Portfolio Overview
MSFT: 67.32% position
The strategy increased its stake in MSFT by +8.34% since the last rebalance.
For detailed information, visit Quiver Quantitative’s $MSFT ticker page.
VOO: 18.04% position
There has been a +6.36% change to the position in VOO since the previous rebalance.
Visit $VOO ticker page for more insights.
SPY: 3.73% position
The strategy has adjusted its SPY position by +1.51%.
Check the $SPY ticker page for further details.
AAPL: 2.01% position
In AAPL, the strategy has seen a -1.09% change since the last rebalance.
Further information is available at the $AAPL ticker page.
META: 1.74% position
The position in META has increased by +0.87% after rebalancing.
For more information, consult the $META ticker page.
QQQ: 1.45% position
The strategy shows a +0.46% change in QQQ since the last update.
Visit $QQQ ticker page for more details.
AMZN: 1.25% position
A change of -0.68% has occurred in the AMZN position since the last rebalance.
See more at the $AMZN ticker page.
PAVE: 1.00% position
Position in PAVE has decreased by -7.59% since the last rebalance.
Check the $PAVE ticker page for further insights.
IJH: 0.95% position
The IJH position has dropped by -4.42% after the latest rebalance.
More details are available on the $IJH ticker page.
DIA: 0.60% position
The strategy has adjusted its DIA position with a +0.12% change since rebalancing.
Visit the $DIA ticker page for additional insights.
HEDJ: 0.41% position
The change in HEDJ position has been -2.59% since the last rebalance.
For more, check the $HEDJ ticker page.
GS: 0.40% position
The GS position has increased slightly by +0.18% since the last rebalance.
Visit the $GS ticker page for more data.
JNJ: 0.39% position
Since the last rebalance, JNJ has seen a -0.50% change.
More information can be found at the $JNJ ticker page.
UAL: 0.38% position
The position in UAL has decreased by -0.92% since rebalancing.
Further details are available on the $UAL ticker page.
TSLA: 0.35% position
The strategy shows a minor change of -0.03% in TSLA since the last rebalance.
For more, visit the $TSLA ticker page.
For additional insights on the Quiver Josh Gottheimer Strategy, please visit www.quiverquant.com/strategies.
The views and opinions expressed herein are those of the author and may not reflect the views of Nasdaq, Inc.
