Republican · House · FL
Byron Donalds'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
$248K
Unrealized P&L
$63K
+33.8%
Realized P&L
-$27K
Open Positions
22
Performance vs S&P 500
1M
+4.2%
SPY +3.7%
α +0.4%
3M
+11.2%
SPY +4.6%
α +6.6%
6M
+11.3%
SPY +11.4%
α -0.1%
1Y
+16.7%
SPY +22.4%
α -5.8%
3Y
+17.6%
SPY +36.4%
α -18.8%
5Y
+17.6%
SPY +36.4%
α -18.8%
All
+17.6%
SPY +36.4%
α -18.8%
Head-to-head with S&P 500
Live Holdings22 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 81 | $309.93 | $25K | +212.6% | |
| 125 | $168.22 | $21K | +162.3% | |
| 96 | $188.43 | $18K | +127.1% | |
| 42 | $425.46 | $18K | +123.3% | |
| 48 | $363.19 | $17K | +8.2% | |
| 70 | $215.01 | $15K | -6.5% | |
| 93 | $158.74 | $15K | +84.2% | |
| 16 | $873.56 | $14K | +75.2% | |
| 8 | $1692.35 | $13K | +68.5% | |
| 41 | $274.11 | $11K | +40.6% | |
| 178 | $58.90 | $10K | +31.2% | |
| 75 | $124.64 | $9K | +17.1% | |
| 281 | $29.02 | $8K | +2.0% | |
| 74 | $102.62 | $8K | -5.7% | |
| 30 | $248.70 | $7K | -7.1% | |
| 12 | $587.17 | $7K | -8.3% | |
| 3 | $2216.28 | $7K | -0.7% | |
| 87 | $74.36 | $6K | -19.0% | |
| 196 | $32.84 | $6K | -19.7% | |
| 56 | $71.31 | $4K | -19.0% | |
| 237 | $13.90 | $3K | -50.6% | |
| 34 | $90.91 | $3K | -55.8% |
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 →
