![Trump Admin gained an estimated +182% on its stock buys since July 2025 [OC]](https://www.byteseu.com/wp-content/uploads/2026/02/cir2jct83vlg1-1024x803.png "Trump Admin gained an estimated +182% on its stock buys since July 2025 [OC]")
Source: insidercat.com
- Since July 2025, US federal government bought equity in Intel and some metals/mining companies as strategic investments.
- Benchmarks in the same period: S&P500: +11.7% / Pelosi: +15.2%
- Note: We excluded US Steel golden share deal as the size is unknown.
- See top-level comment for details on methodology
Posted by Due_Patient_2650
14 Comments
How we estimate values: We use publicly available data to estimate entry dates, deal size, and price-per-share if available. When price per share data isn’t available, we take the adjusted close price of the entry date. (Which was the case for MP, LAC)
How we estimate returns: First we estimate positions using the FIFO (first-in-first-out) method, then we calculate returns using [TWR (time-weighted return)](https://en.wikipedia.org/wiki/Time-weighted_return) formula, which is the industry standard to track the performance of money managers independent of cash flows.
Why use time-weighted returns: TWR focuses on the stock-picking ability rather than the cash flows. People like to copy institutions or people in positions of power, so we opted to use TWR to provide a measure that is more telling of a person’s stock-picking ability. You can see the return on the capital under “Open”.
Data source: Press release by US DoE, press releases by Intel and Trilogy Metals, BBC News (see the FAQ on the page for details)
Tools: Python (data pipelines), Next.js (visualization)
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PS – An example on our TWR preference: Let’s say you want to copytrade a politician. Let’s assume this politician buys $1M AAPL and $1M GOOGL, and you copy with $5k each. Then both drop -30%. Later he buys $10M INTC and it rips. Now their overall return looks incredible. But would you have copied the INTC buy with, say, your $50k after watching the first two trades lose? Probably not. That’s why TWR matters: it prevents one oversized winner from hiding earlier bad calls and shows how the strategy actually performed over time.
You did a good job walking the line between between cherry picking and discipline/clarity of purpose. Nicely done.
Government should take ownership in corporations, right? Right?
Definitely heavily driven up because of the admin’s investment. It’s like PE taking a big stake but on steroids, because it points to favorable policies and pumping. Still, very interesting.
It’s almost like owning stock while being President should be illegal or something!
Butbutbut I thought Pelosi was the real insider trader to be angry about?!
This is just for trades. Says nothing about the actual bribes and bullshit money transfers and $TRUMPCOIN
Worst timeline.
Oh man. Throwing the Pelosi benchmark on there… that should be pretty eye opening considering how many people rake that family over the coals for insider trading.
What’s funny is those apps that let you mimic politician investing focuse on Pelosi in all of their ads. She’s doing it like everyone else but is like middle of the pack in terms of most egregious.
To the point where the difference of S&P500: +11.7% / Pelosi: +15.2% could be explained by just being good at investing if she wasn’t a politician. +182% absolutely cannot be explained away.
Should have been following Pelosi and Omar trades. Would have done 9000%.
Hard to believe that people used to be worried about a peanut farm.
This is what Trump means when he says “we are winning so much we don’t know what to do with all the winning”
According to insidercat’s website, this reflects the federal government investments. So this is for the public’s benefit.
This does not reflect personal investments from trump administration members.
But….. Nancy pelosi! /S
No wonder he keeps telling us the economy is doing fine.