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
$239K
Unrealized P&L
$54K
+29.0%
Realized P&L
-$27K
Open Positions
22
Performance vs S&P 500
1M
+3.3%
SPY -0.8%
α +4.1%
3M
+14.4%
SPY +14.0%
α +0.5%
6M
+7.7%
SPY +7.8%
α -0.2%
1Y
+13.7%
SPY +24.2%
α -10.5%
3Y
+13.6%
SPY +31.3%
α -17.7%
5Y
+13.6%
SPY +31.3%
α -17.7%
All
+13.6%
SPY +31.3%
α -17.7%
Head-to-head with S&P 500
Live Holdings22 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 81 | $399.63 | $32K | +303.1% | |
| 125 | $165.82 | $21K | +158.6% | |
| 96 | $174.60 | $17K | +110.4% | |
| 42 | $395.04 | $17K | +107.3% | |
| 8 | $2052.17 | $16K | +104.3% | |
| 48 | $326.77 | $16K | -2.6% | |
| 70 | $207.63 | $14K | -9.7% | |
| 93 | $145.25 | $13K | +68.5% | |
| 16 | $745.97 | $12K | +49.6% | |
| 41 | $233.41 | $10K | +19.7% | |
| 281 | $29.98 | $8K | +5.4% | |
| 178 | $42.41 | $8K | -5.5% | |
| 74 | $98.20 | $7K | -9.7% | |
| 75 | $92.32 | $7K | -13.3% | |
| 12 | $542.74 | $7K | -15.3% | |
| 87 | $72.97 | $6K | -20.5% | |
| 3 | $2082.60 | $6K | -6.7% | |
| 196 | $30.89 | $6K | -24.4% | |
| 30 | $187.32 | $6K | -30.1% | |
| 237 | $18.03 | $4K | -35.9% | |
| 56 | $58.38 | $3K | -33.7% | |
| 34 | $75.17 | $3K | -63.4% |
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 →
