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Stephen Lynch

Stephen Lynch

Democrathouse ยท MA
View SEC Filings (house)

10

Total Trades

+92.6%

Avg. Trade Return

+92.6%

Cumulative Return

+92.6%

Annualized Return

Portfolio Performance

Average return across all open BUY positions over each timeframe.

1D

N/A

5D

N/A

7D

N/A

30D

N/A

3M

N/A

YTD

N/A

1Y

N/A

5Y

+92.6%

All-Time

+92.6%

Performance Timeline

Cumulative return across 10 trades. Each point represents a trade.

2

Buys

8

Sells

9

Tickers

+92.6%

Best Trade

+92.6%

Worst Trade

1

Tracked

Portfolio Holdings (9 stocks)

Most actively traded stocks based on transaction frequency

Portfolio represents most frequently traded stocks, not current holdings or position sizes

Complete Trade History

10 trades shown, newest first. All dates from official disclosure filings.

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2024-06-03

๐Ÿ”ด sale
$AMECXAMERICAN FUNDS THE INCOME FUND OF AMERICA
Size: 15Kโ€“50K

Price

N/A

Return

N/A

2024-06-03

๐ŸŸข purchase
VANGUARD TARGET RETIREMENT 2025 FUND
Size: 250Kโ€“500K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$FEMKXFIDELITY EMERGING MARKET
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$FCNTXFIDELITY CONTRAFUN
Size: 100Kโ€“250K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$FBALXFIDELITY BALANCED FUN
Size: 15Kโ€“50K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$FKASXFEDERATED HERMES KAUFMANN SMALL CAP FUN
Size: 1Kโ€“15K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$AAMECXAMERICAN FUNDS THE INCOME FUND OF AMERIC
Size: 15Kโ€“50K

Price

N/A

Return

N/A

2024-06-03

๐Ÿ”ด sale
$AEPGXAMERICAN FUNDS EUROPACIFIC GROWTH FUN
Size: 15Kโ€“50K

Price

N/A

Return

N/A

2024-05-22

๐ŸŸข purchase
$NVDANVIDIA Corporation
Size: 1Kโ€“15K

Price

$94.9

Return

+92.6%

2023-11-27

๐Ÿ”ด sale
$VMWVMware Inc
Size: 1Kโ€“15K

Price

N/A

Return

N/A

Official Sources

All trade data is sourced from official congressional financial disclosures filed under the STOCK Act.

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