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Josh Gottheimer

Buy what Josh Gottheimer discloses buying, one unit of capital per purchase, entered at the first close after the disclosure becomes public. A disclosed sale closes every open lot of that ticker.

See Josh Gottheimer’s disclosures

Hypothetical performance

Cumulative return
+16.84%
SPY over the same window
+14.95%
RSP over the same window
+12.96%
Excess vs SPY
+1.8880 pp
Excess vs RSP
+3.8861 pp
Entries
39
Hypothetical history
163 days

Exits: 4 closed by a disclosed sale · 35 still open at the as-of · 0 forced by a series that ends early · 0 never opened because the closing sale was disclosed the same day.

First entry 2026-03-17 · prices as of 2026-08-27 · methodology v1.0.0 · how this is computed

Hypothetical performance

Cumulative hypothetical return for Josh Gottheimer against SPY and RSP, from 2026-03-17 to 2026-08-27. The trade log below this chart carries every figure it draws.SPYRSPThis ruleRule2026-03-172026-08-27

This rule +16.84% · SPY +14.95% · RSP +12.96% over the same window.

Hypothetical performance

Trade log

Every disclosure this rule saw — 113 records, including the 16 it could not act on and why. Each row links to the filing it came from.

TickerDisclosedTransactedEntryExitReturnOutcome
XOM2026-03-162026-02-022026-03-17 @ 158.812026-08-27 @ 156.44−1.49%Open at the as-of
MSFT2026-03-162026-02-02———A disclosed sale — closes every open lot of this ticker.
MNST2026-03-162026-02-022026-03-17 @ 38.82026-08-27 @ 46.7+20.36%Open at the as-of
NET2026-03-162026-02-04———A disclosed sale — closes every open lot of this ticker.
XOM2026-03-162026-02-042026-03-17 @ 158.812026-08-27 @ 156.44−1.49%Open at the as-of
FICO2026-03-162026-02-04———A disclosed sale — closes every open lot of this ticker.
MRK2026-03-162026-02-042026-03-17 @ 115.872026-08-27 @ 149.54+29.06%Open at the as-of
CMI2026-03-162026-02-052026-03-17 @ 543.272026-08-27 @ 573.87+5.63%Open at the as-of
GEV2026-03-162026-02-052026-03-17 @ 844.052026-08-27 @ 953.83+13.01%Open at the as-of
UNH2026-03-162026-02-052026-03-17 @ 287.572026-08-27 @ 395.05+37.38%Open at the as-of
CVNA2026-03-162026-02-18———A disclosed sale — closes every open lot of this ticker.
V2026-03-162026-02-18———A disclosed sale — closes every open lot of this ticker.
INTU2026-03-162026-02-20———A disclosed sale — closes every open lot of this ticker.
FSS2026-03-162026-02-262026-03-17 @ 107.212026-08-27 @ 120.38+12.28%Open at the as-of
IFNNY2026-03-162026-02-272026-03-17 @ 45.952026-04-09 @ 50+8.81%Closed by a disclosed sale
PANW2026-03-162026-02-27———A disclosed sale — closes every open lot of this ticker.
APD2026-04-082026-03-052026-04-09 @ 297.742026-08-27 @ 305.47+2.60%Open at the as-of
CBZ2026-04-082026-03-05———A disclosed sale — closes every open lot of this ticker.
FWRG2026-04-082026-03-05———A disclosed sale — closes every open lot of this ticker.
NTES2026-04-082026-03-05———A disclosed sale — closes every open lot of this ticker.
PHR2026-04-082026-03-05———A disclosed sale — closes every open lot of this ticker.
COLB2026-04-082026-03-05———A disclosed sale — closes every open lot of this ticker.
NOW2026-04-082026-03-062026-04-09 @ 89.812026-05-20 @ 103.3+15.02%Closed by a disclosed sale
SE2026-04-082026-03-102026-04-09 @ 85.462026-08-27 @ 118.32+38.45%Open at the as-of
ALC2026-04-082026-03-12———A disclosed sale — closes every open lot of this ticker.
HDB2026-04-082026-03-12———A disclosed sale — closes every open lot of this ticker.
IFNNY2026-04-082026-03-12———A disclosed sale — closes every open lot of this ticker.
LZB2026-04-082026-03-12———A disclosed sale — closes every open lot of this ticker.
CCI2026-04-082026-03-24———A disclosed sale — closes every open lot of this ticker.
XNGSY2026-04-082026-03-24———A disclosed sale — closes every open lot of this ticker.
FN2026-04-082026-03-242026-04-09 @ 618.262026-08-11 @ 525.88−14.94%Closed by a disclosed sale
MSFT2026-04-082026-03-25———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
MSFT2026-04-082026-03-25———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
FWRG2026-05-192026-04-062026-05-20 @ 10.972026-08-27 @ 12.38+12.85%Open at the as-of
NTES2026-05-192026-04-062026-05-20 @ 116.822026-08-27 @ 122.69+5.02%Open at the as-of
T2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
ALLY2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
DRI2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
DLTR2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
F2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
MKTX2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
PFGC2026-05-192026-04-09———A disclosed sale — closes every open lot of this ticker.
HDB2026-05-192026-04-13———A disclosed sale — closes every open lot of this ticker.
FCX2026-05-192026-04-152026-05-20 @ 60.872026-08-27 @ 78.42+28.83%Open at the as-of
GS2026-05-192026-04-162026-05-20 @ 982.122026-08-27 @ 1040.87+5.98%Open at the as-of
AMD2026-05-192026-04-232026-05-20 @ 447.582026-08-27 @ 476.67+6.50%Open at the as-of
NOW2026-05-192026-04-24———A disclosed sale — closes every open lot of this ticker.
AMD2026-05-192026-04-272026-05-20 @ 447.582026-08-27 @ 476.67+6.50%Open at the as-of
MMM2026-05-192026-04-28———A disclosed sale — closes every open lot of this ticker.
FN2026-06-032026-05-012026-06-04 @ 714.782026-08-11 @ 525.88−26.43%Closed by a disclosed sale
TWLO2026-06-032026-05-042026-06-04 @ 236.642026-08-27 @ 241.34+1.99%Open at the as-of
ABBV2026-06-032026-05-05———A disclosed sale — closes every open lot of this ticker.
AMD2026-06-032026-05-052026-06-04 @ 523.22026-08-27 @ 476.67−8.89%Open at the as-of
NSRGY2026-06-032026-05-05———A disclosed sale — closes every open lot of this ticker.
SNDK2026-06-032026-05-072026-06-04 @ 1759.682026-08-27 @ 1484.95−15.61%Open at the as-of
NSRGY2026-06-032026-05-14———A disclosed sale — closes every open lot of this ticker.
PANW2026-06-032026-05-142026-06-04 @ 279.252026-08-27 @ 382.85+37.10%Open at the as-of
TPH2026-06-032026-05-15———A disclosed sale — closes every open lot of this ticker.
ADI2026-06-032026-05-192026-06-04 @ 428.762026-08-27 @ 374.52−12.65%Open at the as-of
MSFT2026-06-032026-05-19———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
MSFT2026-06-032026-05-19———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
MSFT2026-06-032026-05-19———A disclosed sale — closes every open lot of this ticker.
MSFT2026-06-032026-05-19———A disclosed sale — closes every open lot of this ticker.
MU2026-06-032026-05-212026-06-04 @ 9962026-08-27 @ 935.39−6.09%Open at the as-of
INTU2026-06-032026-05-22———A disclosed sale — closes every open lot of this ticker.
LITE2026-06-032026-05-222026-06-04 @ 945.082026-08-27 @ 956.14+1.17%Open at the as-of
ABT2026-06-032026-05-27———A disclosed sale — closes every open lot of this ticker.
ADC2026-07-072026-06-01———A disclosed sale — closes every open lot of this ticker.
BABA2026-07-072026-06-01———A disclosed sale — closes every open lot of this ticker.
NVZMY2026-07-072026-06-01———A disclosed sale — closes every open lot of this ticker.
BKNG2026-07-072026-06-01———A disclosed sale — closes every open lot of this ticker.
NSRGY2026-07-072026-06-01———A disclosed sale — closes every open lot of this ticker.
INSM2026-07-072026-06-10———A disclosed sale — closes every open lot of this ticker.
NTDOY2026-07-072026-06-17———A disclosed sale — closes every open lot of this ticker.
FN2026-08-102026-07-13———A disclosed sale — closes every open lot of this ticker.
FN2026-08-102026-07-14———A disclosed sale — closes every open lot of this ticker.
FN2026-08-102026-07-14———A disclosed sale — closes every open lot of this ticker.
CRWD2026-08-102026-07-142026-08-11 @ 221.92026-08-27 @ 227.96+2.73%Open at the as-of
IBM2026-08-102026-07-14———A disclosed sale — closes every open lot of this ticker.
CRWD2026-08-102026-07-152026-08-11 @ 221.92026-08-27 @ 227.96+2.73%Open at the as-of
IBM2026-08-102026-07-15———A disclosed sale — closes every open lot of this ticker.
CRWD2026-08-102026-07-152026-08-11 @ 221.92026-08-27 @ 227.96+2.73%Open at the as-of
IBM2026-08-102026-07-15———A disclosed sale — closes every open lot of this ticker.
IBM2026-08-102026-07-15———A disclosed sale — closes every open lot of this ticker.
PANW2026-08-102026-07-152026-08-11 @ 383.82026-08-27 @ 382.85−0.25%Open at the as-of
IBM2026-08-102026-07-16———A disclosed sale — closes every open lot of this ticker.
PANW2026-08-102026-07-162026-08-11 @ 383.82026-08-27 @ 382.85−0.25%Open at the as-of
IBM2026-08-102026-07-16———A disclosed sale — closes every open lot of this ticker.
PANW2026-08-102026-07-162026-08-11 @ 383.82026-08-27 @ 382.85−0.25%Open at the as-of
GTLS2026-08-102026-07-16———A disclosed sale — closes every open lot of this ticker.
MNST2026-08-102026-07-162026-08-11 @ 45.532026-08-27 @ 46.7+2.57%Open at the as-of
GTLS2026-08-102026-07-17———A disclosed sale — closes every open lot of this ticker.
MNST2026-08-102026-07-172026-08-11 @ 45.532026-08-27 @ 46.7+2.57%Open at the as-of
GTLS2026-08-102026-07-17———A disclosed sale — closes every open lot of this ticker.
MNST2026-08-102026-07-172026-08-11 @ 45.532026-08-27 @ 46.7+2.57%Open at the as-of
NICE2026-08-102026-07-192026-08-11 @ 101.522026-08-27 @ 105.09+3.52%Open at the as-of
SAIL2026-08-102026-07-19———The price vendor serves no history for this symbol.
NICE2026-08-102026-07-202026-08-11 @ 101.522026-08-27 @ 105.09+3.52%Open at the as-of
NICE2026-08-102026-07-202026-08-11 @ 101.522026-08-27 @ 105.09+3.52%Open at the as-of
GOOGN2026-08-102026-07-22———The price vendor serves no history for this symbol.
CCI2026-08-102026-07-22———A disclosed sale — closes every open lot of this ticker.
GOOGL2026-08-102026-07-23———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
CCI2026-08-102026-07-23———A disclosed sale — closes every open lot of this ticker.
GOOGL2026-08-102026-07-23———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
CCI2026-08-102026-07-23———A disclosed sale — closes every open lot of this ticker.
GOOGM2026-08-102026-07-23———The price vendor serves no history for this symbol.
GOOGN2026-08-102026-07-23———The price vendor serves no history for this symbol.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.
GOOGL2026-08-102026-07-24———Not an exchange-priced equity or fund, so this strategy does not enter it. The disclosure is shown; it is never substituted with something else.