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
$225K
Unrealized P&L
$40K
+21.5%
Realized P&L
-$27K
Open Positions
22
Performance vs S&P 500
1M
+4.1%
SPY +9.1%
α -5.0%
3M
+1.0%
SPY +6.3%
α -5.3%
6M
+1.8%
SPY +8.3%
α -6.4%
1Y
+11.3%
SPY +30.7%
α -19.4%
3Y
+6.8%
SPY +30.1%
α -23.4%
5Y
+6.8%
SPY +30.1%
α -23.4%
All
+6.8%
SPY +30.1%
α -23.4%
Head-to-head with S&P 500
Live Holdings22 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 81 | $293.62 | $24K | +196.1% | |
| 42 | $428.17 | $18K | +124.7% | |
| 125 | $128.58 | $16K | +100.5% | |
| 8 | $1946.36 | $15K | +93.7% | |
| 48 | $318.87 | $15K | -5.0% | |
| 96 | $142.15 | $14K | +71.3% | |
| 70 | $193.00 | $13K | -16.1% | |
| 16 | $735.14 | $12K | +47.5% | |
| 41 | $273.04 | $11K | +40.1% | |
| 93 | $113.84 | $11K | +32.1% | |
| 178 | $45.41 | $8K | +1.1% | |
| 74 | $109.55 | $8K | +0.7% | |
| 87 | $87.47 | $8K | -4.7% | |
| 281 | $26.41 | $7K | -7.2% | |
| 30 | $244.64 | $7K | -8.7% | |
| 12 | $562.04 | $7K | -12.2% | |
| 75 | $90.88 | $7K | -14.7% | |
| 196 | $32.40 | $6K | -20.8% | |
| 3 | $1960.71 | $6K | -12.1% | |
| 237 | $22.59 | $5K | -19.7% | |
| 56 | $56.31 | $3K | -36.0% | |
| 34 | $90.35 | $3K | -56.0% |
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 →
