REDDIT
House Rep Gil Cisneros disclosed 3 $VLTO buys. His industrial sector trades have a 8% SPY-adj return 90 days after disclosure.
Cisneros disclosed 3 Veralto (water treatment, industrials) buys between April 6 and May 1, all filed publicly on May 11.
If you copied his industrial buys when publicly disclosed and sold 90 days later:
* 7.8% SPY-adj return
* 15% median return
* 72% win rate across 127 trades
Copying all his buy trades when public and holding for 90 days:
* \-1.7% SPY-adj return
* 4.5% median return
* 58% win rate across 922 trades
The sector edge is real. Copying his trades is significantly stronger in the industrials sector specifically.
Methodology: buy on the disclosure date, sell 90 days later. Enter the trade the first day anyone could have actually acted on it. Disclosure delay is already baked in.
Full data on my profile.