I Copied Nancy Pelosi's Trades for 7 Years (Surprising Results)

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1. 01 AAPL NASDAQ ACHETER -5,31%
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   Actuel $315,34 09 sept 2026

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   Contexte de la transcription source

   …r could have known. We never add new money. So, every new buy means rebalancing the portfolio, selling a slice of everything else to fund it. So, let's start at the end of 2018. First transactions are buying Amazon and Meta. 1 month later, Apple is added and finally AT&T. So, that's our starting lineup. Amazon at 67.8% Apple at 22.6% AT&T at 5.7% and Meta at 4% and the account closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelosi made her last 2018 buy right…

   Apple is added

   Aller

   Contexte extrait par IA 1 month later, Apple is added and finally AT&T.

2. 02 T NYSE ACHETER +4,23%
   Entrée $24,13 25 juil 2026

   Actuel $25,15 09 sept 2026

   Résultat +$1,02

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   Contexte de la transcription source

   … We never add new money. So, every new buy means rebalancing the portfolio, selling a slice of everything else to fund it. So, let's start at the end of 2018. First transactions are buying Amazon and Meta. 1 month later, Apple is added and finally AT&T. So, that's our starting lineup. Amazon at 67.8% Apple at 22.6% AT&T at 5.7% and Meta at 4% and the account closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelosi made her last 2018 buy right before the marke…

   finally AT&T

   Aller

   Contexte extrait par IA 1 month later, Apple is added and finally AT&T.

3. 03 NFLX NASDAQ ACHETER +8,47%
   Entrée $70,09 25 juil 2026

   Actuel $76,03 09 sept 2026

   Résultat +$5,94

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   Contexte de la transcription source

   … closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelosi made her last 2018 buy right before the market's Q4 sell-off. Not exactly a dream start, but remember, this is only the beginning. 2019 is a quiet year. Salesforce and Netflix get added while Amazon and Apple quietly shrink to make room for them. And Pelosi also discloses selling Visa twice, but since this account never owned Visa in the first place, those trades simply do nothing here. The account ends the year at $9,884…

   Salesforce and Netflix get added

   Aller

   Contexte extrait par IA 2019 is a quiet year. Salesforce and Netflix get added while Amazon and Apple quietly shrink to make room for them.

4. 04 V NYSE VENDRE -3,27%
   Entrée $355,74 25 juil 2026

   Actuel $367,39 09 sept 2026

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   Contexte de la transcription source

   …re the market's Q4 sell-off. Not exactly a dream start, but remember, this is only the beginning. 2019 is a quiet year. Salesforce and Netflix get added while Amazon and Apple quietly shrink to make room for them. And Pelosi also discloses selling Visa twice, but since this account never owned Visa in the first place, those trades simply do nothing here. The account ends the year at $9,884. Basically, flat. Over a year in and we are still below our starting $10,000. 2020 is where it is gets in…

   selling Visa twice

   Aller

   Contexte extrait par IA Pelosi also discloses selling Visa twice, but since this account never owned Visa in the first place, those trades simply do nothing here.

5. 05 MSFT NASDAQ ACHETER +28,81%
   Entrée $381,70 25 juil 2026

   Actuel $491,65 09 sept 2026

   Résultat +$109,95

   vs. indice +25,6% SPY +3,2% sur la même période

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   Contexte de la transcription source

   … this account never owned Visa in the first place, those trades simply do nothing here. The account ends the year at $9,884. Basically, flat. Over a year in and we are still below our starting $10,000. 2020 is where it is gets interesting. Microsoft, Alphabet, and Slack all enter for the first time in April. Then in June, Meta gets sold off completely and never returns. The portfolio is getting more and more complicated. Amazon makes up 39.5%, Netflix 19.8%, Salesforce 18.4%, Microsoft 6%, and PayPal, which was added in July, is at 5.2%. The …

   Microsoft, Alphabet, and Slack all enter for the first time in April

   Aller

   Contexte extrait par IA 2020 is where it is gets interesting. Microsoft, Alphabet, and Slack all enter for the first time in April.

6. 06 GOOGL NASDAQ ACHETER +3,41%
   Entrée $319,74 25 juil 2026

   Actuel $330,65 09 sept 2026

   Résultat +$10,91

   vs. indice +0,2% SPY +3,2% sur la même période

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   Contexte de la transcription source

   … this account never owned Visa in the first place, those trades simply do nothing here. The account ends the year at $9,884. Basically, flat. Over a year in and we are still below our starting $10,000. 2020 is where it is gets interesting. Microsoft, Alphabet, and Slack all enter for the first time in April. Then in June, Meta gets sold off completely and never returns. The portfolio is getting more and more complicated. Amazon makes up 39.5%, Netflix 19.8%, Salesforce 18.4%, Microsoft 6%, and PayPal, which was added in July, is at 5.2%. The …

   Microsoft, Alphabet, and Slack all enter for the first time in April

   Aller

   Contexte extrait par IA 2020 is where it is gets interesting. Microsoft, Alphabet, and Slack all enter for the first time in April.

7. 07 META NASDAQ VENDRE -9,83%
   Entrée $595,19 25 juil 2026

   Actuel $653,69 09 sept 2026

   Résultat −$58,50

   vs. indice −13,0% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …re. The account ends the year at $9,884. Basically, flat. Over a year in and we are still below our starting $10,000. 2020 is where it is gets interesting. Microsoft, Alphabet, and Slack all enter for the first time in April. Then in June, Meta gets sold off completely and never returns. The portfolio is getting more and more complicated. Amazon makes up 39.5%, Netflix 19.8%, Salesforce 18.4%, Microsoft 6%, and PayPal, which was added in July, is at 5.2%. The account finishes the year at $12,287, up 24% in 12 months. Firs…

   Meta gets sold off completely and never returns

   Aller

   Contexte extrait par IA Then in June, Meta gets sold off completely and never returns.

8. 08 PYPL NASDAQ ACHETER -7,09%
   Entrée $56,15 25 juil 2026

   Actuel $52,17 09 sept 2026

   Résultat −$3,98

   vs. indice −10,3% SPY +3,2% sur la même période

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   Contexte de la transcription source

   …, and Slack all enter for the first time in April. Then in June, Meta gets sold off completely and never returns. The portfolio is getting more and more complicated. Amazon makes up 39.5%, Netflix 19.8%, Salesforce 18.4%, Microsoft 6%, and PayPal, which was added in July, is at 5.2%. The account finishes the year at $12,287, up 24% in 12 months. First time we are meaningfully ahead of our starting point, but what is important to notice is that we are behind the S&P 500 almost all the time. Tesla and Disney…

   PayPal, which was added in July

   Aller

   Contexte extrait par IA The portfolio is getting more and more complicated. Amazon makes up 39.5%, Netflix 19.8%, Salesforce 18.4%, Microsoft 6%, and PayPal, which was added in July, is at 5.2%.

9. 09 DIS NYSE ACHETER +9,84%
   Entrée $94,85 25 juil 2026

   Actuel $104,18 09 sept 2026

   Résultat +$9,33

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   Contexte de la transcription source

   …as added in July, is at 5.2%. The account finishes the year at $12,287, up 24% in 12 months. First time we are meaningfully ahead of our starting point, but what is important to notice is that we are behind the S&P 500 almost all the time. Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time. The account closes 2021 at $16,015, up 30% on the year and up 60% since we started. The portfolio looks diversified for the first time, but trouble is co…

   Tesla and Disney join in January

   Aller

   Contexte extrait par IA Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time.

10. 10 MSFT NASDAQ ACHETER +28,81%
    Entrée $381,70 25 juil 2026

    Actuel $491,65 09 sept 2026

    Résultat +$109,95

    vs. indice +25,6% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …account finishes the year at $12,287, up 24% in 12 months. First time we are meaningfully ahead of our starting point, but what is important to notice is that we are behind the S&P 500 almost all the time. Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time. The account closes 2021 at $16,015, up 30% on the year and up 60% since we started. The portfolio looks diversified for the first time, but trouble is coming. Let's go to forecaster and look …

    Microsoft gets a massive ad in April

    Aller

    Contexte extrait par IA Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time.

11. 11 DIS NYSE ACHETER +9,84%
    Entrée $94,85 25 juil 2026

    Actuel $104,18 09 sept 2026

    Résultat +$9,33

    vs. indice +6,7% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …er two years to recover. And in this case, net income and free cash flow got really hit badly. So, the drop was understandable. Okay, let's see how this affected our portfolio. Not only is it going down because of the price drops, but also the big Apple and Disney buys in February and March turn out to be badly timed. Then Nvidia gets cut hard in October. The account ends the year at $14,311, down nearly 11% from where it stood 12 months earlier. This is exactly the kind of year where blindly copying someone else's trades wit…

    the big Apple and Disney buys in February and March

    Aller

    Contexte extrait par IA Not only is it going down because of the price drops, but also the big Apple and Disney buys in February and March turn out to be badly timed.

12. 12 NVDA NASDAQ VENDRE -8,14%
    Entrée $206,84 25 juil 2026

    Actuel $223,67 09 sept 2026

    Résultat −$16,83

    vs. indice −11,3% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …it badly. So, the drop was understandable. Okay, let's see how this affected our portfolio. Not only is it going down because of the price drops, but also the big Apple and Disney buys in February and March turn out to be badly timed. Then Nvidia gets cut hard in October. The account ends the year at $14,311, down nearly 11% from where it stood 12 months earlier. This is exactly the kind of year where blindly copying someone else's trades without any of our own research really tests our nerves. But, what i…

    Nvidia gets cut hard in October

    Aller

    Contexte extrait par IA Then Nvidia gets cut hard in October.

13. 13 AB NYSE VENDRE +2,18%
    Entrée $37,20 25 juil 2026

    Actuel $36,39 09 sept 2026

    Résultat +$0,81

    vs. indice −1,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

14. 14 GOOGL NASDAQ VENDRE -3,41%
    Entrée $319,74 25 juil 2026

    Actuel $330,65 09 sept 2026

    Résultat −$10,91

    vs. indice −6,6% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

15. 15 PYPL NASDAQ VENDRE +7,09%
    Entrée $56,15 25 juil 2026

    Actuel $52,17 09 sept 2026

    Résultat +$3,98

    vs. indice +3,9% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

16. 16 NFLX NASDAQ VENDRE -8,47%
    Entrée $70,09 25 juil 2026

    Actuel $76,03 09 sept 2026

    Résultat −$5,94

    vs. indice −11,7% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

17. 17 RBLX NYSE VENDRE +6,37%
    Entrée $47,55 25 juil 2026

    Actuel $44,52 09 sept 2026

    Résultat +$3,03

    vs. indice +3,2% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

18. 18 NVDA NASDAQ ACHETER +8,14%
    Entrée $206,84 25 juil 2026

    Actuel $223,67 09 sept 2026

    Résultat +$16,83

    vs. indice +5,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …ust to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly 17% on the year. We are finally back above where we were at the end of 2021, 2 years later. But, we are still underperforming th…

    Nvidia gets its biggest single addition yet

    Aller

    Contexte extrait par IA Then, in December, Nvidia gets its biggest single addition yet.

19. 19 PANW NASDAQ ACHETER +3,49%
    Entrée $323,79 25 juil 2026

    Actuel $335,10 09 sept 2026

    Résultat +$11,31

    vs. indice +0,3% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …ly back above where we were at the end of 2021, 2 years later. But, we are still underperforming the S&P 500. That is not very encouraging and shows that even after over 5 years, cloning Pelosi is not the easy and fast way of getting rich. Palo Alto Networks join in February. Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom. Well, Microsoft gets sold down hard the same month. By our last 2024 disclosure, the account sits at $20,409, up 22% on the year. …

    Palo Alto Networks join in February

    Aller

    Contexte extrait par IA Palo Alto Networks join in February.

20. 20 NVDA NASDAQ ACHETER +8,14%
    Entrée $206,84 25 juil 2026

    Actuel $223,67 09 sept 2026

    Résultat +$16,83

    vs. indice +5,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …re still underperforming the S&P 500. That is not very encouraging and shows that even after over 5 years, cloning Pelosi is not the easy and fast way of getting rich. Palo Alto Networks join in February. Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom. Well, Microsoft gets sold down hard the same month. By our last 2024 disclosure, the account sits at $20,409, up 22% on the year. Nvidia alone is now 19.3% of the entire portfolio. Then Apple at…

    load Nvidia up even further

    Aller

    Contexte extrait par IA Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom.

21. 21 MSFT NASDAQ VENDRE -28,81%
    Entrée $381,70 25 juil 2026

    Actuel $491,65 09 sept 2026

    Résultat −$109,95

    vs. indice −32,0% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …at even after over 5 years, cloning Pelosi is not the easy and fast way of getting rich. Palo Alto Networks join in February. Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom. Well, Microsoft gets sold down hard the same month. By our last 2024 disclosure, the account sits at $20,409, up 22% on the year. Nvidia alone is now 19.3% of the entire portfolio. Then Apple at 12.3%, Alphabet 11.7%, Amazon 11.2%, and Disney closes the top five at 9.2% of the portfolio. T…

    Microsoft gets sold down hard the same month

    Aller

    Contexte extrait par IA Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom. Well, Microsoft gets sold down hard the same month.

22. 22 AAPL NASDAQ VENDRE +5,31%
    Entrée $333,02 25 juil 2026

    Actuel $315,34 09 sept 2026

    Résultat +$17,68

    vs. indice +2,1% SPY +3,2% sur la même période

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    Contexte de la transcription source

    … tech and some other well-known companies. And even if her timing can be sometimes better than the average, the fact that we have to wait for her to disclose the moves destroys any benefit we could get from it. In January, Pelosi discloses selling Apple, the stock that was in the center of the entire experiment from day one, is now gone. The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added. The account ends the year at $26,571, up 30% in 12 months, our best…

    selling Apple

    Aller

    Contexte extrait par IA In January, Pelosi discloses selling Apple, the stock that was in the center of the entire experiment from day one, is now gone.

23. 23 PANW NASDAQ ACHETER +3,49%
    Entrée $323,79 25 juil 2026

    Actuel $335,10 09 sept 2026

    Résultat +$11,31

    vs. indice +0,3% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    … that we have to wait for her to disclose the moves destroys any benefit we could get from it. In January, Pelosi discloses selling Apple, the stock that was in the center of the entire experiment from day one, is now gone. The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added. The account ends the year at $26,571, up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps…

    Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added

    Aller

    Contexte extrait par IA The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added.

24. 24 VST NYSE ACHETER -7,52%
    Entrée $163,38 25 juil 2026

    Actuel $151,10 09 sept 2026

    Résultat −$12,28

    vs. indice −10,7% SPY +3,2% sur la même période

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    Contexte de la transcription source

    … that we have to wait for her to disclose the moves destroys any benefit we could get from it. In January, Pelosi discloses selling Apple, the stock that was in the center of the entire experiment from day one, is now gone. The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added. The account ends the year at $26,571, up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps…

    Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added

    Aller

    Contexte extrait par IA The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added.

25. 25 TEM NASDAQ ACHETER +43,55%
    Entrée $42,69 25 juil 2026

    Actuel $61,28 09 sept 2026

    Résultat +$18,59

    vs. indice +40,4% SPY +3,2% sur la même période

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    Contexte de la transcription source

    … that we have to wait for her to disclose the moves destroys any benefit we could get from it. In January, Pelosi discloses selling Apple, the stock that was in the center of the entire experiment from day one, is now gone. The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added. The account ends the year at $26,571, up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps…

    Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added

    Aller

    Contexte extrait par IA The same month, Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added.

26. 26 DIS NYSE VENDRE -9,84%
    Entrée $94,85 25 juil 2026

    Actuel $104,18 09 sept 2026

    Résultat −$9,33

    vs. indice −13,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed. Nvidia is still the single largest position at 14.5%, but it's clearly being spread thinner across the names now. Alphabet is at 10.6% Broadcom Incorporated is a third biggest position, also at 10.6% Then, Amazon 9.8% and Microsoft at 8.8…

    Disney, Alphabet, Nvidia, and Amazon all get trimmed

    Aller

    Contexte extrait par IA The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed.

27. 27 GOOGL NASDAQ VENDRE -3,41%
    Entrée $319,74 25 juil 2026

    Actuel $330,65 09 sept 2026

    Résultat −$10,91

    vs. indice −6,6% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed. Nvidia is still the single largest position at 14.5%, but it's clearly being spread thinner across the names now. Alphabet is at 10.6% Broadcom Incorporated is a third biggest position, also at 10.6% Then, Amazon 9.8% and Microsoft at 8.8…

    Disney, Alphabet, Nvidia, and Amazon all get trimmed

    Aller

    Contexte extrait par IA The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed.

28. 28 NVDA NASDAQ VENDRE -8,14%
    Entrée $206,84 25 juil 2026

    Actuel $223,67 09 sept 2026

    Résultat −$16,83

    vs. indice −11,3% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed. Nvidia is still the single largest position at 14.5%, but it's clearly being spread thinner across the names now. Alphabet is at 10.6% Broadcom Incorporated is a third biggest position, also at 10.6% Then, Amazon 9.8% and Microsoft at 8.8…

    Disney, Alphabet, Nvidia, and Amazon all get trimmed

    Aller

    Contexte extrait par IA The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed.

29. 29 AMZN NASDAQ VENDRE -8,74%
    Entrée $232,11 25 juil 2026

    Actuel $252,40 09 sept 2026

    Résultat −$20,29

    vs. indice −11,9% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed. Nvidia is still the single largest position at 14.5%, but it's clearly being spread thinner across the names now. Alphabet is at 10.6% Broadcom Incorporated is a third biggest position, also at 10.6% Then, Amazon 9.8% and Microsoft at 8.8…

    Disney, Alphabet, Nvidia, and Amazon all get trimmed

    Aller

    Contexte extrait par IA The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed.

30. 30 AAPL NASDAQ ACHETER -5,31%
    Entrée $333,02 25 juil 2026

    Actuel $315,34 09 sept 2026

    Résultat −$17,68

    vs. indice −8,5% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …er two years to recover. And in this case, net income and free cash flow got really hit badly. So, the drop was understandable. Okay, let's see how this affected our portfolio. Not only is it going down because of the price drops, but also the big Apple and Disney buys in February and March turn out to be badly timed. Then Nvidia gets cut hard in October. The account ends the year at $14,311, down nearly 11% from where it stood 12 months earlier. This is exactly the kind of year where blindly copying someone else's trades wit…

    the big Apple and Disney buys in February and March

    Aller

    Contexte extrait par IA Not only is it going down because of the price drops, but also the big Apple and Disney buys in February and March turn out to be badly timed.

31. 31 AMZN NASDAQ ACHETER +8,74%
    Entrée $232,11 25 juil 2026

    Actuel $252,40 09 sept 2026

    Résultat +$20,29

    vs. indice +5,6% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …t's the earliest a real copycat investor could have known. We never add new money. So, every new buy means rebalancing the portfolio, selling a slice of everything else to fund it. So, let's start at the end of 2018. First transactions are buying Amazon and Meta. 1 month later, Apple is added and finally AT&T. So, that's our starting lineup. Amazon at 67.8% Apple at 22.6% AT&T at 5.7% and Meta at 4% and the account closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelo…

    buying Amazon and Meta

    Aller

    Contexte extrait par IA First transactions are buying Amazon and Meta.

32. 32 META NASDAQ ACHETER +9,83%
    Entrée $595,19 25 juil 2026

    Actuel $653,69 09 sept 2026

    Résultat +$58,50

    vs. indice +6,7% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …t's the earliest a real copycat investor could have known. We never add new money. So, every new buy means rebalancing the portfolio, selling a slice of everything else to fund it. So, let's start at the end of 2018. First transactions are buying Amazon and Meta. 1 month later, Apple is added and finally AT&T. So, that's our starting lineup. Amazon at 67.8% Apple at 22.6% AT&T at 5.7% and Meta at 4% and the account closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelo…

    buying Amazon and Meta

    Aller

    Contexte extrait par IA First transactions are buying Amazon and Meta.

33. 33 CRM NYSE ACHETER +49,19%
    Entrée $163,66 25 juil 2026

    Actuel $244,16 09 sept 2026

    Résultat +$80,50

    vs. indice +46,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    … closes out the year at $9,636, down 3.6% from where we started. Mostly because Pelosi made her last 2018 buy right before the market's Q4 sell-off. Not exactly a dream start, but remember, this is only the beginning. 2019 is a quiet year. Salesforce and Netflix get added while Amazon and Apple quietly shrink to make room for them. And Pelosi also discloses selling Visa twice, but since this account never owned Visa in the first place, those trades simply do nothing here. The account ends the year at $9,884…

    Salesforce and Netflix get added

    Aller

    Contexte extrait par IA 2019 is a quiet year. Salesforce and Netflix get added while Amazon and Apple quietly shrink to make room for them.

34. 34 NVDA NASDAQ ACHETER +8,14%
    Entrée $206,84 25 juil 2026

    Actuel $223,67 09 sept 2026

    Résultat +$16,83

    vs. indice +5,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …24% in 12 months. First time we are meaningfully ahead of our starting point, but what is important to notice is that we are behind the S&P 500 almost all the time. Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time. The account closes 2021 at $16,015, up 30% on the year and up 60% since we started. The portfolio looks diversified for the first time, but trouble is coming. Let's go to forecaster and look where we are at in that time when it comes to o…

    in July Nvidia shows up for the first time

    Aller

    Contexte extrait par IA Tesla and Disney join in January. Microsoft gets a massive ad in April and in July Nvidia shows up for the first time.

35. 35 DIS NYSE VENDRE -9,84%
    Entrée $94,85 25 juil 2026

    Actuel $104,18 09 sept 2026

    Résultat −$9,33

    vs. indice −13,0% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …mber that there is a massive difference between just buying an ETF and doing nothing to consistently checking Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly …

    Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure

    Aller

    Contexte extrait par IA January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure.

36. 36 AAPL NASDAQ ACHETER -5,31%
    Entrée $333,02 25 juil 2026

    Actuel $315,34 09 sept 2026

    Résultat −$17,68

    vs. indice −8,5% SPY +3,2% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …king Forecaster for new trades from Pelosi, then rebalancing the entire portfolio just to make it work. January starts with a cleanup. Tesla, Disney AllianceBernstein Alphabet, PayPal, Netflix, and Roblox all get trimmed in one disclosure. Apple gets rebuilt over the spring through three separate buys. Then, in December, Nvidia gets its biggest single addition yet. From 6.7% of the portfolio in January to 11.4% by the end of 2023. The account recovers to $16,729, up nearly 17% on the year. We are finally back above where we were at the …

    Apple gets rebuilt over the spring through three separate buys

    Aller

    Contexte extrait par IA Apple gets rebuilt over the spring through three separate buys.

37. 37 AVGO NASDAQ ACHETER -4,59%
    Entrée $381,92 25 juil 2026

    Actuel $364,38 09 sept 2026

    Résultat −$17,54

    vs. indice −7,8% SPY +3,2% sur la même période

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    Contexte de la transcription source

    … 500. That is not very encouraging and shows that even after over 5 years, cloning Pelosi is not the easy and fast way of getting rich. Palo Alto Networks join in February. Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom. Well, Microsoft gets sold down hard the same month. By our last 2024 disclosure, the account sits at $20,409, up 22% on the year. Nvidia alone is now 19.3% of the entire portfolio. Then Apple at 12.3%, Alphabet 11.7%, Amazon 11.2%, and Di…

    bring in a brand new position, Broadcom

    Aller

    Contexte extrait par IA Then, in July, two big disclosures load Nvidia up even further and bring in a brand new position, Broadcom.

38. 38 AB NYSE ACHETER -2,18%
    Entrée $37,20 25 juil 2026

    Actuel $36,39 09 sept 2026

    Résultat −$0,81

    vs. indice −5,4% SPY +3,2% sur la même période

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    Contexte de la transcription source

    …Tempus AI, all get added. The account ends the year at $26,571, up 30% in 12 months, our best calendar year yet. And finally, after over 7 years, we are beating the market. The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed. Nvidia is still the single largest position at 14.5%, but it's clearly being spread thinner across the names now. Alphabet is at 10.6% Broadcom Incorporated is a third biggest position,…

    Alliance Bernstein jumps from under 3% of the portfolio to 8.4%

    Aller

    Contexte extrait par IA The most recent disclosure from January 26th, 2026, is a busy one. Alliance Bernstein jumps from under 3% of the portfolio to 8.4% Disney, Alphabet, Nvidia, and Amazon all get trimmed.