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
$230K
Unrealized P&L
$45K
+24.0%
Realized P&L
-$27K
Open Positions
22
Performance vs S&P 500
1M
-6.3%
SPY +0.6%
α -6.9%
3M
-3.4%
SPY +4.6%
α -7.9%
6M
+14.7%
SPY +21.1%
α -6.4%
1Y
+4.2%
SPY +15.8%
α -11.6%
3Y
+8.8%
SPY +35.4%
α -26.6%
5Y
+8.8%
SPY +35.4%
α -26.6%
All
+8.8%
SPY +35.4%
α -26.6%
Head-to-head with S&P 500
Live Holdings22 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 81 | $307.48 | $25K | +210.1% | |
| 96 | $203.10 | $20K | +144.8% | |
| 48 | $361.19 | $17K | +7.6% | |
| 93 | $178.30 | $17K | +106.9% | |
| 42 | $355.19 | $15K | +86.4% | |
| 16 | $884.46 | $14K | +77.4% | |
| 70 | $203.72 | $14K | -11.4% | |
| 8 | $1623.12 | $13K | +61.6% | |
| 75 | $140.61 | $11K | +32.0% | |
| 125 | $82.36 | $10K | +28.4% | |
| 41 | $249.47 | $10K | +28.0% | |
| 178 | $52.55 | $9K | +17.0% | |
| 74 | $100.67 | $7K | -7.5% | |
| 12 | $520.66 | $7K | -18.7% | |
| 30 | $217.20 | $6K | -18.9% | |
| 196 | $32.70 | $6K | -20.0% | |
| 87 | $71.45 | $6K | -22.2% | |
| 281 | $21.82 | $6K | -23.3% | |
| 3 | $2046.31 | $6K | -8.3% | |
| 56 | $61.95 | $3K | -29.6% | |
| 34 | $96.37 | $3K | -53.1% | |
| 237 | $12.71 | $3K | -54.8% |
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 →
