Question 1

Where do you get the data?

Accepted Answer

We fetch Trump's speech transcripts from govinfo.gov and RollCall, and his social media posts from Truth Social and Twitter.

Question 2

Is there a delay?

Accepted Answer

We update the mentions every day at 5:30 PM ET, so new mentions are available the same day.

Question 3

How do you estimate the portfolio from stocks mentioned?

Accepted Answer

We treat each bullish mention as a simulated $1,000 buy and each bearish mention as a simulated $1,000 sell. We use the adjusted close price on the mention date as the buy or sell price. We then build the portfolio using FIFO (first-in, first-out), and calculate returns with time-weighted return (TWR), the industry-standard methodology used by fund managers and portfolio trackers.

Question 4

Is this financial advice?

Accepted Answer

No. This is not financial advice or a trading signal. Trump Mentions is an accountability research tool for studying how the President's remarks relate to stock market moves. We do not guarantee the accuracy of the data or analysis. Always do your own research.

Question 5

How do you find which stocks are mentioned?

Accepted Answer

Since January 1, 2025, we automatically analyze thousands of speech transcripts and tens of thousands of social media posts. We use multiple advanced large language models from different providers to extract the stocks mentioned and classify the sentiment as bullish, bearish, or neutral. We then cross-check their outputs and keep the mentions where different models agree. For every mention, the rationale is explained with a quote from the original speech transcript or social media post.

Period	Portfolio
1 month	0.46%
3 months	6.35%
6 months	31.18%
1 year	49.8%
Total	103.25%

Trump Mentions Portfolio: public portfolio summary

Estimated holdings

Returns