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
+54.1%
Realized P&L
-$98K
Open Positions
72
Performance vs S&P 500
1M
+9.2%
SPY +9.1%
α +0.1%
3M
+2.3%
SPY +6.3%
α -4.0%
6M
+0.1%
SPY +8.2%
α -8.1%
1Y
+18.4%
SPY +30.5%
α -12.1%
3Y
+45.9%
SPY +79.7%
α -33.8%
5Y
+42.8%
SPY +83.4%
α -40.6%
All
+42.8%
SPY +83.4%
α -40.6%
Head-to-head with S&P 500
Live Holdings72 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,248 | $424.98 | $530K | +121.0% | |
| 1,100 | $400.54 | $441K | +310.0% | |
| 1,219 | $181.48 | $221K | +6.6% | |
MU MUNI | 3,347 | $52.41 | $175K | +0.3% |
| 1,163 | $124.90 | $145K | +346.9% | |
| 299 | $414.28 | $124K | +65.0% | |
| 481 | $221.51 | $106K | +42.4% | |
| 97 | $950.18 | $92K | +183.5% | |
| 282 | $317.04 | $89K | +37.6% | |
| 532 | $146.73 | $78K | +4.1% | |
| 171 | $449.25 | $77K | +89.4% | |
| 352 | $215.28 | $76K | +848.4% | |
| 432 | $155.13 | $67K | -10.6% | |
| 827 | $78.68 | $65K | +100.1% | |
| 211 | $293.70 | $62K | +90.9% | |
| 785 | $76.17 | $60K | -8.0% | |
| 137 | $428.17 | $59K | +631.9% | |
EW EWBC | 414 | $122.94 | $51K | +56.6% |
| 292 | $167.33 | $49K | +50.5% | |
| 163 | $295.36 | $48K | +47.9% | |
| 945 | $50.60 | $48K | +47.1% | |
| 1,140 | $41.77 | $48K | +46.5% | |
| 482 | $90.56 | $44K | +7.9% | |
| 499 | $83.44 | $42K | +28.2% | |
| 293 | $141.69 | $41K | +27.5% | |
| 355 | $106.53 | $38K | +16.3% | |
| 550 | $68.26 | $38K | +50.9% | |
| 873 | $41.90 | $37K | +12.6% | |
| 112 | $312.25 | $35K | +2.0% | |
| 412 | $79.43 | $33K | +0.8% | |
| 108 | $303.84 | $33K | +308.7% | |
Z Z | 766 | $41.24 | $32K | -2.8% |
| 138 | $195.10 | $27K | +235.7% | |
| 1,872 | $12.29 | $23K | -9.0% | |
| 1,415 | $12.79 | $18K | +160.6% | |
| 802 | $20.50 | $16K | -49.4% | |
| 163 | $99.23 | $16K | +102.7% | |
| 660 | $22.59 | $15K | -54.1% | |
| 261 | $54.84 | $14K | +79.0% | |
| 176 | $81.30 | $14K | +78.4% | |
SB SBRA | 678 | $20.82 | $14K | +76.5% |
| 67 | $190.07 | $13K | +59.7% | |
| 45 | $282.15 | $13K | +59.7% | |
| 215 | $57.93 | $12K | -48.8% | |
SW SWX | 134 | $90.45 | $12K | +51.4% |
RG RGA | 55 | $209.82 | $12K | +45.2% |
MR MRTX | 192 | $58.70 | $11K | +41.1% |
| 239 | $46.38 | $11K | -68.2% | |
| 222 | $49.58 | $11K | +37.3% | |
AE AEG | 1,260 | $8.32 | $10K | +93.6% |
SG SGEN | 45 | $228.74 | $10K | +29.0% |
| 131 | $76.71 | $10K | +25.8% | |
| 1,163 | $8.42 | $10K | -69.9% | |
| 101 | $94.42 | $10K | +18.9% | |
| 48 | $182.70 | $9K | +10.6% | |
RI RITM | 885 | $9.86 | $9K | +9.0% |
| 59 | $142.15 | $8K | +351.2% | |
| 97 | $82.23 | $8K | -51.1% | |
| 140 | $56.31 | $8K | -1.2% | |
CT CTLT | 118 | $63.48 | $7K | -6.4% |
| 360 | $19.27 | $7K | -13.3% | |
SL SLG | 144 | $45.75 | $7K | +31.2% |
| 151 | $42.61 | $6K | -19.7% | |
| 110 | $48.35 | $5K | -33.7% | |
| 72 | $70.00 | $5K | -36.9% | |
SR SRPT | 208 | $20.09 | $4K | -87.1% |
| 23 | $146.16 | $3K | +58.9% | |
CS CS | 2,614 | $0.88 | $2K | -71.3% |
| 37 | $36.45 | $1K | -83.2% | |
| 1 | $937.12 | $954 | +112.5% | |
| 10 | $44.08 | $459 | +6.2% | |
DA DAR | 3 | $63.33 | $213 | +2.0% |
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 →
