Nancy Pelosi Stock Portfolio Revealed (2022)

Nancy Pelosi’s net worth has been estimated at $100 million – and it’s all thanks to an incredibly savvy stock picker – her husband Paul Pelosi.

Nancy Pelosi doesn’t trade or own stocks, it’s her husband Paul who manages their stock portfolio.

As a high figure in Congress, Nancy has been responsible for regulating many of the big companies that her husband has invested in. And it’s very likely that she has shared some of her knowledge with her husband which allowed him to make well-informed stock market bets.

Nancy Pelosi has been in Congress for a long time, and much of her wealth is tied up in real estate properties. The only assets that Nancy has reported owning or co-owning were her home in California, and a bank account containing $15,000.

But together with her husband, she has also made some savvy stock investments, and it’s worth looking at the history of their stock portfolio.

Nancy’s history of stock trading

Nancy Pelosi has traded stocks with her husband for many years. She purchased her first shares in 2003 at the age of 67, according to a Bloomberg report. By 2017, she owned approximately $1 million worth of stock in IBM and Apple alone. That year alone, she earned more than $100,000 from dividends and gains on their investments. In May 2019, it was reported that Congresswoman Pelosi had an estimated net worth of over $75 million – making her one of the richest members of Congress.

She became wealthy through business ventures like construction companies and vineyards as well as real estate holdings around Napa Valley.

Nancy Pelosi stock Portfolio

Below are some of the current biggest positions in Nancy and Paul’s stock portfolio that she had to disclose in accordance with the new STOCK Act which requires members of Congress to disclose their trading activities.

The STOCK Act requires the trades to be reported no later than 45 days after they have been made, but Nancy is a diligent woman and usually reports them 1-5 days after the trade date.

Nancy Pelosi stock Portfolio

As you can see, most of these are well-known boring tech stocks.

However, one stock that stands out is Roblox. Roblox is a free-to-play video game that was released around 2006 that allows players to build games and worlds in a lego-like aesthetic for themselves and other players. The majority of Roblox users are aged 9 – 12 years. Additionally, 25 percent of Roblox users were under the age of 9.

roblox nancy pelosi portfolio

So it’s not exactly Nancy’s type of game. But it doesn’t mean it’s a bad investment (in theory).

In the first quarter of 2021, Roblox reported a +140% revenue growth. They had 42 million daily active users and 9.7 billion hours spent on the games by their users. Furthermore, Roblox is a top contender to become the most popular metaverse platform, so the growth opportunity is huge.

However, despite the potential of Roblox, this trade has been going unsuccessfully so far for the Pelosi couple.

nancy and paul pelosi roblox stock options trade loss

As you can see in the chart above, Roblox stock price has made some significant losses after Paul bet on its rise. But it might change the course until the expiration. Anyway, it shows that they are not wizards and don’t always buy at the lowest price.

By the way, if you want to receive $100,000 of game money to create a virtual portfolio with these and other stocks you can check out this new paper trading app and compete with other traders on the weekly leaderboards. With this free simulator, you can test the insider trading strategies with zero risk.

The 2 most infamous Nancy Pelosi stock trades

There are two particular trades made by the Pelosi couple that have caused the biggest resonance on social media. Both of them show suspicious signs of amazing timing.

#1 – Paul Pelosi buys Nvidia with incredible timing

Back in 2021, Paul Pelosi almost miraculously bought the Nvidia stocks just a month before the general public got the info that the US government is planning to buy supercomputers made with Nvidia and AMD chips. Such an event is likely to shoot the share price up. Which it naturally did, after a slight drop.

nancy pelosi nvidia stock trade

#2 – Paul Pelosi perfectly times the NASDAQ bottom

Another incredibly lucky (or suspicious) trade happened on May 24, 2022, when Paul bought Apple and Microsoft stocks precisely on the bottom (or swing low) of the NASDAQ market.

If you have read the books of legendary traders you will know that timing the market bottom is one of the most difficult things, which nobody recommends even trying. Yet Paul somehow did it.

nancy pelosi nasdaq stock trade - perfect timing of bottom

One interesting aspect of these trades is that they were reported on the same day when the transactions were made.

This is perhaps because of the increased public scrutiny. Anyhow, that’s a good sign as it opens up the possibilities for us retail traders to use these trading signals.

Nancy’s husband, financier Paul Pelosi – the rockstar stock-picker

Paul Pelosi started his career as an accountant for Coopers & Lybrand before moving on to be named vice president at Salomon Brothers Inc., where he worked from 1973 to 1982.

Paul made his fortune in real estate development and venture capital during the 1980s when San Francisco was booming with tech companies like Intel and Apple Computer Inc., which helped grow their local economy into one of the strongest in the nation.

In addition to his role as president of Financial Leasing Services Inc., he also served as chairman of Mission Hospital Foundation’s board of directors until 2011 when he resigned following accusations of influence peddling within Sacramento politics (though these allegations were never proven).

Nevertheless, Mr. Pelosi remains active on boards such as the San Francisco Museum Of Modern Art Foundation where he serves as co-chairman alongside his wife Nancy—who incidentally graduated from the University Of California Berkeley with an undergraduate degree in political science before going on to earn a law degree from Georgetown University Law Center!

Since then, he’s been involved in various acquisitions/divestitures and startup ventures as well as managed an impressive $250 million personal fortune through investments into high-growth technology companies such as Apple Inc., PayPal Inc., Netflix Inc., Tesla Motors Inc., SolarCity Corp., LinkedIn Corp., Facebook Inc., Twitter Inc., Salesforce, Adobe Systems and many more.

The couple has been married since 1963 after meeting while both attending UC Berkeley: long before either had achieved success as politicians or businesspeople! They currently reside together in Pacific Heights above San Francisco Bay where they’ve lived since 1965.

Paul Pelosi’s stock portfolio

Paul is a seasoned trader and he is not only investing in stocks. He is also actively trading stock options.

Why? Because stock options allow using leverage of up to 50:1. Put simply, it allows making 50X more in comparison to traditional stock trading.

However, if such an options trade goes against you – you lose 50X more. Leverage is a double-edged sword.

But if you have an informational edge – trading options can be a great way to use that advantage.

Here are some of Paul Pelosi’s stock option trades:

Paul & Nancy Pelosi stock option trades

What are stock options?

An option is a contract that allows (but does not oblige) you to make a trade at a fixed price at a future time.

There are two kinds of options:

  1. CALL options – which let you buy something at a future date.
  2. PUT options – which let you sell something at a future date.

Stock options can be bought and sold on exchanges just like regular company shares. Options can be used in many ways, for example as a hedge against a future price drop ((by buying put options) or as a bet that its price will have increased by the option’s expiration date (by buying call options).

How can you take advantage of Nancy’s inside info?

The Stock ACT is a good thing, but the problem is that it delays the info by up to 45 days. The best trading opportunities can be lost if you get the info 30-45 days after insiders have already made the trades.

However, if you check the insider trading reports and see that a Congress member has reported her trade just 1 or 5 days ago, the opportunity might still be ripe. Especially if it’s an options trade with an expiry date a year from the trade date.

What would really be great? If we could see the trades of politicians in real-time. It could really level the playing field. Some people are arguing for keeping the insider trading and creating instant reporting. It would be like eToro’s CopyTrader where you can instantly copy the trades of seasoned traders, but on steroids.

The key takeaways

If you’re a trader it’s good to have a wife in Congress.

Many of the companies that Paul Pelosi has been speculating on (like Alphabet, Facebook, Netflix, etc.) together spend tens of millions of dollars each year lobbying the US government (including Nancy).

For Nancy, it must be incredibly hard not to share any stock market insider info with her husband. With or without Nancy’s insights, in the last years alone, Nancy and Paul Pelosi have made ~$30 million from bets on the Big Tech firms Nancy Pelosi is responsible for regulating.

Is it just a coincidence? I don’t think so. It’s likely that there have been some trades that Paul has made using the info supplied by Nancy.

Does this mean that Paul Pelosi is a fraud and is trading only using insider info? Most likely not. He’s a seasoned trader and he is also trading loads of assets that are not directly regulated by her wife or Congress. Plus he’s also making losing trades as well (like the Roblox trade mentioned above).

Anyway, despite Nancy’s initial reluctance, the US government is on track to ban Congress members from trading in general.

That sounds like the right thing to do…

…Unless, traders in Congress are the last bastion standing to keep a proper stock market crash at bay  “Show me the incentives, and I’ll show you the result.”

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Daniel Ug

Co-founder at Three Investeers and Stock Market Simulator Game. Daniel has a Bachelor's degree in Finance & Information Technologies from BA School of Business and Finance, Latvia.

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