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
$3.4M
Unrealized P&L
$1.1M
+50.0%
Realized P&L
-$98K
Open Positions
72
Performance vs S&P 500
1M
-3.3%
SPY -0.8%
α -2.4%
3M
+7.4%
SPY +14.0%
α -6.6%
6M
-5.8%
SPY +7.8%
α -13.6%
1Y
+9.3%
SPY +24.0%
α -14.8%
3Y
+36.4%
SPY +72.0%
α -35.7%
5Y
+38.8%
SPY +85.1%
α -46.2%
All
+38.8%
SPY +85.1%
α -46.2%
Head-to-head with S&P 500
Live Holdings72 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,248 | $405.41 | $506K | +110.8% | |
| 1,100 | $348.79 | $384K | +257.0% | |
| 1,219 | $150.05 | $183K | -11.9% | |
MU MUNI | 3,347 | $52.49 | $176K | +0.4% |
| 1,163 | $140.39 | $163K | +402.3% | |
| 481 | $230.69 | $111K | +48.3% | |
| 299 | $369.09 | $110K | +47.0% | |
| 97 | $1103.95 | $107K | +229.3% | |
| 282 | $317.69 | $90K | +37.9% | |
| 532 | $147.90 | $79K | +4.9% | |
| 352 | $207.84 | $73K | +815.6% | |
| 171 | $401.81 | $69K | +69.4% | |
| 827 | $80.40 | $66K | +104.5% | |
| 211 | $297.28 | $63K | +93.3% | |
| 785 | $79.20 | $62K | -4.3% | |
| 432 | $140.67 | $61K | -18.9% | |
| 137 | $395.04 | $54K | +575.3% | |
EW EWBC | 414 | $128.86 | $53K | +64.1% |
| 292 | $169.41 | $50K | +52.4% | |
| 1,140 | $43.24 | $49K | +51.6% | |
| 482 | $101.69 | $49K | +21.1% | |
| 945 | $50.54 | $48K | +47.0% | |
| 163 | $284.41 | $46K | +42.4% | |
| 499 | $83.44 | $42K | +28.2% | |
| 293 | $138.40 | $40K | +24.6% | |
| 873 | $46.28 | $40K | +24.4% | |
| 550 | $69.66 | $38K | +53.9% | |
| 355 | $106.83 | $38K | +16.6% | |
| 112 | $315.71 | $35K | +3.2% | |
| 412 | $85.56 | $35K | +8.6% | |
| 138 | $226.99 | $31K | +290.6% | |
| 108 | $274.70 | $30K | +269.5% | |
| 1,872 | $13.97 | $26K | +3.4% | |
Z Z | 766 | $30.34 | $23K | -28.5% |
| 1,415 | $14.41 | $20K | +193.6% | |
| 163 | $119.09 | $19K | +143.2% | |
| 802 | $24.25 | $19K | -40.2% | |
| 176 | $90.72 | $16K | +99.1% | |
| 261 | $54.84 | $14K | +79.0% | |
| 215 | $63.47 | $14K | -43.9% | |
| 67 | $200.42 | $13K | +68.4% | |
SB SBRA | 678 | $18.30 | $12K | +55.0% |
| 239 | $50.81 | $12K | -65.1% | |
SW SWX | 134 | $88.94 | $12K | +48.9% |
| 660 | $18.03 | $12K | -63.4% | |
| 222 | $53.42 | $12K | +48.0% | |
RG RGA | 55 | $208.85 | $12K | +44.6% |
MR MRTX | 192 | $58.70 | $11K | +41.1% |
| 45 | $245.58 | $11K | +39.0% | |
AE AEG | 1,260 | $8.54 | $11K | +98.6% |
SG SGEN | 45 | $228.74 | $10K | +29.0% |
| 59 | $174.60 | $10K | +454.2% | |
| 131 | $76.64 | $10K | +25.7% | |
| 101 | $94.42 | $10K | +18.9% | |
| 48 | $182.70 | $9K | +10.6% | |
| 1,163 | $7.42 | $9K | -73.4% | |
| 140 | $58.38 | $8K | +2.4% | |
RI RITM | 885 | $9.14 | $8K | +1.2% |
CT CTLT | 118 | $63.48 | $7K | -6.4% |
| 97 | $75.98 | $7K | -54.8% | |
SL SLG | 144 | $49.88 | $7K | +43.0% |
| 360 | $18.52 | $7K | -16.7% | |
| 151 | $39.46 | $6K | -25.6% | |
| 72 | $70.00 | $5K | -36.9% | |
| 110 | $45.94 | $5K | -37.0% | |
SR SRPT | 208 | $17.71 | $4K | -88.6% |
| 23 | $148.60 | $3K | +61.5% | |
CS CS | 2,614 | $0.88 | $2K | -71.3% |
| 37 | $52.13 | $2K | -76.0% | |
| 1 | $1086.04 | $1K | +146.3% | |
| 10 | $45.93 | $479 | +10.7% | |
DA DAR | 3 | $53.20 | $179 | -14.3% |
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 →
