David P. Joyce Stock Portfolio

Simulatedⓘ

Republican · House · OH

David P. Joyce'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

$700K

Unrealized P&L

$378K

+117.7%

Realized P&L

$1K

Open Positions

Performance vs S&P 500

-2.5%

SPY +0.6%

α -3.0%

+0.7%

SPY +4.6%

α -3.9%

+10.9%

SPY +21.1%

α -10.2%

+8.5%

SPY +15.8%

α -7.3%

+57.8%

SPY +80.3%

α -22.5%

+41.7%

SPY +73.0%

α -31.3%

All

+180.6%

SPY +213.3%

α -32.7%

Head-to-head with S&P 500

Live Holdings17 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
VO VONE	Vanguard Russell 1000 ETF	630	$118.96	$346.79	$219K	31.2%	+191.5%
IJ IJH	iShares Core S&P Mid-Cap ETF	1,049	$38.59	$73.19	$77K	11.0%	+89.7%
IJR	iShares Core S&P Small-Cap ETF	509	$79.56	$138.32	$70K	10.1%	+73.8%
SPY	SPDR S&P 500	81	$295.85	$767.54	$62K	8.9%	+159.4%
IWM	iShares Russell 2000 ETF	152	$136.67	$282.13	$43K	6.1%	+106.4%
AMZN	Amazon.com, Inc.	168	$47.68	$249.47	$42K	6.0%	+423.2%
MDY	SPDR MidCap Trust Series I	39	$410.01	$667.68	$26K	3.7%	+62.9%
VC VCSH	Vanguard Short-Term Corporate bond ETF	304	$79.63	$77.42	$24K	3.4%	-2.8%
PA PAVE	Global X Funds Global X US Infrastructure Development ETF	437	$20.96	$53.48	$23K	3.3%	+155.2%
IVV	iShares Core S&P 500 ETF	28	$303.17	$770.96	$21K	3.0%	+154.3%
PAA	Invesco Aerospace & Defense ETF	739	$10.82	$24.50	$18K	2.6%	+126.5%
IV IVE	iShares S&P 500 Value ETF	61	$130.09	$231.93	$14K	2.0%	+78.3%
BLK	blackRock, Inc.	13	$541.72	$1061.89	$14K	2.0%	+96.0%
VEA	Vanguard FTSE Developed Markets ETF	193	$41.49	$71.44	$14K	2.0%	+72.2%
KBE	SPDR S&P Bank ETF	211	$37.85	$64.69	$14K	1.9%	+70.9%
IWN	iShares Russell 2000 Value ETF	62	$128.58	$213.50	$13K	1.9%	+66.0%
VG VGT	Vanguard Information Tech ETF	47	$171.95	$125.53	$6K	0.8%	-27.0%

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 →