Democratic · House · NY
Daniel Goldman'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
$3.5M
Unrealized P&L
$1.2M
+54.6%
Realized P&L
-$98K
Open Positions
72
Performance vs S&P 500
1M
+1.4%
SPY +0.6%
α +0.9%
3M
+4.2%
SPY +4.6%
α -0.3%
6M
+13.7%
SPY +21.1%
α -7.4%
1Y
+3.1%
SPY +15.8%
α -12.6%
3Y
+44.4%
SPY +80.3%
α -35.9%
5Y
+43.1%
SPY +90.9%
α -47.8%
All
+43.1%
SPY +90.9%
α -47.8%
Head-to-head with S&P 500
Live Holdings72 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,248 | $379.43 | $474K | +97.3% | |
| 1,100 | $338.11 | $372K | +246.1% | |
| 1,219 | $238.93 | $291K | +40.3% | |
MU MUNI | 3,347 | $50.22 | $168K | -4.0% |
| 299 | $499.77 | $149K | +99.0% | |
| 1,163 | $121.73 | $142K | +335.5% | |
| 481 | $268.61 | $129K | +72.7% | |
| 97 | $1156.09 | $112K | +244.9% | |
| 282 | $327.35 | $92K | +42.1% | |
| 352 | $225.28 | $79K | +892.5% | |
| 532 | $147.35 | $78K | +4.5% | |
| 211 | $336.40 | $71K | +118.7% | |
| 785 | $88.96 | $70K | +7.4% | |
| 827 | $83.98 | $69K | +113.6% | |
| 171 | $397.86 | $68K | +67.7% | |
| 292 | $192.65 | $56K | +73.3% | |
| 432 | $129.86 | $56K | -25.1% | |
| 138 | $388.87 | $54K | +569.1% | |
EW EWBC | 414 | $125.12 | $52K | +59.4% |
| 945 | $53.37 | $50K | +55.2% | |
| 137 | $355.19 | $49K | +507.2% | |
| 293 | $149.44 | $44K | +34.5% | |
| 873 | $49.16 | $43K | +32.1% | |
| 1,140 | $37.13 | $42K | +30.2% | |
| 499 | $83.44 | $42K | +28.2% | |
| 482 | $86.17 | $42K | +2.6% | |
| 163 | $245.76 | $40K | +23.1% | |
| 550 | $68.59 | $38K | +51.6% | |
| 355 | $102.79 | $36K | +12.2% | |
| 412 | $86.41 | $36K | +9.7% | |
| 112 | $282.02 | $32K | -7.8% | |
| 108 | $263.49 | $28K | +254.4% | |
| 1,872 | $12.98 | $24K | -3.9% | |
Z Z | 766 | $28.63 | $22K | -32.5% |
| 163 | $111.01 | $18K | +126.7% | |
| 176 | $95.03 | $17K | +108.5% | |
| 802 | $19.94 | $16K | -50.8% | |
| 1,415 | $10.61 | $15K | +116.0% | |
| 261 | $54.84 | $14K | +79.0% | |
RG RGA | 55 | $248.28 | $14K | +71.9% |
SB SBRA | 678 | $19.68 | $13K | +66.8% |
| 67 | $196.19 | $13K | +64.9% | |
| 239 | $51.89 | $12K | -64.4% | |
| 45 | $271.81 | $12K | +53.9% | |
| 59 | $203.10 | $12K | +544.7% | |
| 222 | $51.98 | $12K | +44.0% | |
MR MRTX | 192 | $58.70 | $11K | +41.1% |
AE AEG | 1,260 | $8.77 | $11K | +103.8% |
SW SWX | 134 | $82.15 | $11K | +37.5% |
SG SGEN | 45 | $228.74 | $10K | +29.0% |
| 131 | $75.57 | $10K | +24.0% | |
| 215 | $45.15 | $10K | -60.1% | |
| 101 | $94.42 | $10K | +18.9% | |
| 48 | $182.70 | $9K | +10.6% | |
| 140 | $61.95 | $9K | +8.7% | |
| 660 | $12.71 | $8K | -74.2% | |
RI RITM | 885 | $9.44 | $8K | +4.4% |
CT CTLT | 118 | $63.48 | $7K | -6.4% |
| 360 | $20.32 | $7K | -8.6% | |
SL SLG | 144 | $49.93 | $7K | +43.2% |
| 97 | $71.73 | $7K | -57.4% | |
| 1,163 | $5.86 | $7K | -79.0% | |
| 151 | $36.84 | $6K | -30.6% | |
| 110 | $48.95 | $5K | -32.9% | |
| 72 | $70.00 | $5K | -36.9% | |
SR SRPT | 208 | $18.97 | $4K | -87.8% |
| 23 | $142.58 | $3K | +55.0% | |
CS CS | 2,614 | $0.88 | $2K | -71.3% |
| 37 | $32.79 | $1K | -84.9% | |
| 1 | $1039.40 | $1K | +135.7% | |
| 10 | $40.71 | $424 | -1.9% | |
DA DAR | 3 | $61.67 | $208 | -0.7% |
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 →
