Bill Cassidy Stock Portfolio

Simulatedⓘ

Republican · Senate · LA

Bill Cassidy's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$220K

Unrealized P&L

$114K

+107.0%

Realized P&L

$82K

Open Positions

Performance vs S&P 500

+4.2%

SPY +2.5%

α +1.7%

+9.5%

SPY +5.2%

α +4.3%

+8.3%

SPY +11.5%

α -3.1%

+36.3%

SPY +22.6%

α +13.7%

+46.3%

SPY +70.8%

α -24.5%

+44.5%

SPY +74.0%

α -29.4%

All

+179.6%

SPY +271.0%

α -91.4%

Head-to-head with S&P 500

Live Holdings20 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AFL	Aflac Incorporated	430	$37.21	$125.31	$54K	24.4%	+236.8%
XOM	Exxon Mobil Corporation	205	$75.26	$151.50	$31K	14.1%	+101.3%
PSX	Phillips 66	129	$62.09	$202.84	$26K	11.9%	+226.7%
CVS	CVS Health Corporation	207	$65.54	$100.23	$21K	9.4%	+52.9%
AAPL	Apple Inc. (NASDAQ)	65	$39.44	$309.94	$20K	9.1%	+685.9%
JNJ	Johnson & Johnson	64	$134.24	$258.12	$16K	7.5%	+92.3%
GWW	W.W. Grainger, Inc.	10	$208.12	$1288.47	$13K	6.1%	+519.1%
MMM	3M Company	66	$120.44	$182.81	$12K	5.5%	+51.8%
ABT	Abbott Laboratories	47	$41.83	$105.30	$5K	2.2%	+151.7%
VFC	V.F. Corporation	307	$56.49	$15.26	$5K	2.1%	-73.0%
DIS	The Walt Disney Company	37	$111.09	$101.81	$4K	1.7%	-8.3%
NSC	Norfolk Southern Corporation	10	$83.25	$340.72	$3K	1.6%	+309.3%
DOW	Dow Inc.	99	$30.53	$29.73	$3K	1.3%	-2.6%
UPS	United Parcel Service, Inc.	24	$109.11	$108.00	$3K	1.2%	-1.0%
PLD	Prologis, Inc.	10	$93.74	$140.26	$1K	0.6%	+49.6%
CAT	Caterpillar Inc. (NYSE)	1	$75.66	$880.70	$1K	0.5%	+1064.0%
PPG	PPG Industries, Inc.	9	$93.13	$118.92	$1K	0.5%	+27.7%
JPM	JPMorgan Chase & Co.	1	$103.29	$360.05	$283	0.1%	+248.6%
T	AT&T, Inc.	11	$25.28	$22.98	$250	0.1%	-9.1%
FRT	Federal Realty Investment Trust	0	$133.15	$121.75	$47	0.0%	-8.6%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →