Tracking Performance: The Josh Gottheimer Automated Trading Strategy
A comprehensive look at a trading approach inspired by Congressmember Josh Gottheimer’s stock holdings.
Quiver’s Josh Gottheimer Strategy is an automated trading system that follows the stock performance of U.S. Congressmember Josh Gottheimer and his family. This strategy is adjusted with new trades or annual reports. Since its launch, it has achieved a compound annual growth rate (CAGR) of 22.93%. Recently, this strategy saw a 0.42% return over the past week, a 0.70% return in the last month, and a 6.11% return for the past year.
Here is the latest update on the Quiver Josh Gottheimer Strategy:
MSFT: 67.32% position
The strategy has increased its MSFT position by +8.34% since the last rebalance. For additional information, check out Quiver Quantitative’s $MSFT ticker page.
VOO: 18.04% position
There has been a +6.36% change in the VOO position since the last update. More details can be found on Quiver Quantitative’s $VOO ticker page.
SPY: 3.73% position
The strategy saw a +1.51% shift in its SPY position since the last rebalance. Visit Quiver Quantitative’s $SPY ticker page for more insights.
AAPL: 2.01% position
The AAPL position has changed by -1.09% since the last rebalance. For further information, see Quiver Quantitative’s $AAPL ticker page.
META: 1.74% position
A +0.87% change has been observed in META since the last update. More details are available on Quiver Quantitative’s $META ticker page.
QQQ: 1.45% position
The QQQ position has seen a +0.46% increase since the last rebalance. For more details, check Quiver Quantitative’s $QQQ ticker page.
AMZN: 1.25% position
There has been a -0.68% change in the AMZN position since the last rebalance. See more at Quiver Quantitative’s $AMZN ticker page.
PAVE: 1.00% position
The strategy decreased its PAVE position by -7.59% recently. More information is available on Quiver Quantitative’s $PAVE ticker page.
IJH: 0.95% position
The IJH position has decreased by -4.42% since the last rebalance. For additional details, see Quiver Quantitative’s $IJH ticker page.
DIA: 0.60% position
A small increase of +0.12% has occurred in the DIA position. For further insights, check Quiver Quantitative’s $DIA ticker page.
HEDJ: 0.41% position
The HEDJ position has seen a decrease of -2.59% since the last update. More information can be found on Quiver Quantitative’s $HEDJ ticker page.
GS: 0.40% position
There has been a slight increase of +0.18% in the GS position. For further information, visit Quiver Quantitative’s $GS ticker page.
JNJ: 0.39% position
The JNJ position has changed by -0.50% since the last rebalance. More details are provided on Quiver Quantitative’s $JNJ ticker page.
UAL: 0.38% position
The UAL position has decreased by -0.92% since the last update. Check out Quiver Quantitative’s $UAL ticker page for more information.
TSLA: 0.35% position
Lastly, the TSLA position has altered by -0.03% since the last rebalance. More data can be found on Quiver Quantitative’s $TSLA ticker page.
For further details on the Quiver Josh Gottheimer Strategy, please visit www.quiverquant.com/strategies.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Nasdaq, Inc.
