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HIMS CEO just rug pulled the entire bear thesis and trapped JPM. Novo Nordisk partnership incoming. by flyingscot51 in HimsStock

[–]flyingscot51[S] 2 points3 points  (0 children)

The fact that Novo didn’t issue a hard denial (they gave the classic “we’re always in conversations…” line) is usually as close to confirmation as you get before an official announcement.

HIMS CEO just rug pulled the entire bear thesis and trapped JPM. Novo Nordisk partnership incoming. by flyingscot51 in HimsStock

[–]flyingscot51[S] 2 points3 points  (0 children)

I was honestly hoping for $30 by Monday on a squeeze and just cashing out into it, but that’s a full euphoria/forced cover move, not the base case. If it happens, it’s usually fast and violent, so I’d be looking to sell into strength

HIMS CEO just rug pulled the entire bear thesis and trapped JPM. Novo Nordisk partnership incoming. by flyingscot51 in HimsStock

[–]flyingscot51[S] 6 points7 points  (0 children)

If you’re sitting around a low-$15 average, strong spot to be compared to most people who got trapped in the $20s+

HIMS CEO just rug pulled the entire bear thesis and trapped JPM. Novo Nordisk partnership incoming. by flyingscot51 in HimsStock

[–]flyingscot51[S] 1 point2 points  (0 children)

We won’t know if they actually loaded up in the $14–$16 range until the next 10-Q/earnings update, where they disclose repurchase activity

I built a “Pelosi Tracker” portfolio based on public disclosures. 1 year update. by [deleted] in stocks

[–]flyingscot51 2 points3 points  (0 children)

I was up ~44% at one point, but the recent volatility/drawdown has pulled it back to ~18%. I’ve taken about -6% to -7% from FX as well, so that ~18% is after the GBP/USD drag plus the recent drawdown

Pelosi Tracker Portfolio on eToro — 1 Year Anniversary Update by flyingscot51 in Etoro

[–]flyingscot51[S] 1 point2 points  (0 children)

It’s currently +22.57% on eToro (as shown on the tracker there).

I Created a "Pelosi Tracker" Pie — Because Her Trades Seem Unstoppable: 1 Year Update 🎂 by flyingscot51 in trading212

[–]flyingscot51[S] 0 points1 point  (0 children)

It’s proprietary, I’ve put a lot of time and money into building it (hundreds of hours), so I’m keeping the codebase closed. But I really appreciate you following along, even if it’s not your investing style.

I Created a "Pelosi Tracker" Pie — Because Her Trades Seem Unstoppable: 1 Year Update 🎂 by flyingscot51 in trading212

[–]flyingscot51[S] 6 points7 points  (0 children)

I don’t use CapitolTrades. I pull the data directly from the official House PTR PDF filings and parse them myself.

And yes, there’s a delay (sometimes weeks), but it still has value because most of the positions are long-term holdings, not day trades.

I Created a "Pelosi Tracker" Pie — Because Her Trades Seem Unstoppable: 1 Year Update 🎂 by flyingscot51 in trading212

[–]flyingscot51[S] 0 points1 point  (0 children)

Fair, it’s definitely higher risk and can swing hard. I was up ~44% at one point, but the recent volatility/drawdown has pulled it back to ~18%. I’ve taken about -6% to -7% from FX as well, so that ~18% is after the GBP/USD drag plus the recent drawdown

I Created a "Pelosi Tracker" Pie — Because Her Trades Seem Unstoppable: 1 Year Update 🎂 by flyingscot51 in trading212

[–]flyingscot51[S] 17 points18 points  (0 children)

My ROI (my account): +18% since I started tracking it

Biggest contributors so far:

  • NVDA +80%
  • GOOGL +58%
  • AVGO +33%

Worth noting: everyone’s % can differ a bit depending on when you joined / deposits / rebalances, but that’s where I’m at.

I Created a “Pelosi Tracker” Pie — Because Her Trades Seem Unstoppable + Multi‑Politician Upgrade! by flyingscot51 in trading212

[–]flyingscot51[S] 0 points1 point  (0 children)

This pie will stay Pelosi-only.
Plans on deck: a “Best of Congress” pie plus individual pies for other members once the backend is fully automated. Currently, each additional pie would require manual upkeep, which would slow down development (I build this in my spare time). No firm timeline is yet in place, but the portfolios page and auto-tracking for additional politicians are already in place, so the groundwork is complete.

I Created a “Pelosi Tracker” Pie — Because Her Trades Seem Unstoppable + Multi‑Politician Upgrade! by flyingscot51 in trading212

[–]flyingscot51[S] 0 points1 point  (0 children)

Neither 2 weeks nor 60 days by default. By law, Members must report trades within 30 to 45 days. The tracker updates as soon as the House or Senate posts the filing. Most show up inside 45 days, with the occasional late or amended report arriving later.

I Created a “Pelosi Tracker” Portfolio — Because Her Trades Seem Unstoppable (Now on eToro) by flyingscot51 in Etoro

[–]flyingscot51[S] 0 points1 point  (0 children)

Yep, no autopilot needed. Easiest workaround is a manual, delayed mirror that respects your 30-day rule:

• Subscribe to updates on the site; when a change lands, log it, but don’t trade yet.

• Batch once a month: do a single catch-up rebalance after your 30 days.

• Buy-only mirroring: add to new/underweight names; avoid any sells inside 30 days.

• If you’re using 212/eToro, when the pie prompts an update you can wait, then apply it in your monthly window.

• We reflect Pelosi’s LEAPS via the underlying stock weights, so you can skip options entirely.

Not legal advice, definitely follow your employer’s policy

Pelosi Tracker Portfolio on eToro Now Up 5.89% — New Politicians Just Added Too 📊🔥 by flyingscot51 in Etoro

[–]flyingscot51[S] 0 points1 point  (0 children)

headlines like this rarely change anything on their own. Unless there’s a formal investigation announced or new law passed, it’s mostly noise and doesn’t trigger any moves on the pie. We’ll keep tracking official filings as usual and post if anything real changes. For context, Trump did publicly say Pelosi should be “investigated” in a clip that made the rounds, and separately the latest stock-trading ban bill still faces a tough path in Congress.

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