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

$697K

Unrealized P&L

$376K

+116.9%

Realized P&L

$1K

Open Positions

Performance vs S&P 500

-0.3%

SPY -0.8%

α +0.5%

+8.0%

SPY +14.0%

α -6.0%

+4.8%

SPY +7.8%

α -3.0%

+18.9%

SPY +24.0%

α -5.2%

+54.7%

SPY +71.9%

α -17.2%

+43.3%

SPY +76.2%

α -32.9%

All

+180.0%

SPY +203.8%

α -23.8%

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	$336.08	$212K	30.4%	+182.5%
IJ IJH	iShares Core S&P Mid-Cap ETF	1,049	$38.59	$75.98	$80K	11.4%	+96.9%
IJR	iShares Core S&P Small-Cap ETF	509	$79.56	$143.38	$73K	10.5%	+80.2%
SPY	SPDR S&P 500	81	$295.85	$743.28	$60K	8.7%	+151.2%
IWM	iShares Russell 2000 ETF	152	$136.67	$298.07	$45K	6.5%	+118.1%
AMZN	Amazon.com, Inc.	168	$47.68	$233.41	$39K	5.6%	+389.5%
MDY	SPDR MidCap Trust Series I	39	$410.01	$693.07	$27K	3.9%	+69.0%
PA PAVE	Global X Funds Global X US Infrastructure Development ETF	437	$20.96	$59.05	$26K	3.7%	+181.7%
VC VCSH	Vanguard Short-Term Corporate bond ETF	304	$79.63	$78.78	$24K	3.4%	-1.1%
IVV	iShares Core S&P 500 ETF	28	$303.17	$746.66	$21K	3.0%	+146.3%
PAA	Invesco Aerospace & Defense ETF	739	$10.82	$21.61	$16K	2.3%	+99.7%
IV IVE	iShares S&P 500 Value ETF	61	$130.09	$226.65	$14K	2.0%	+74.2%
KBE	SPDR S&P Bank ETF	211	$37.85	$65.94	$14K	2.0%	+74.2%
VEA	Vanguard FTSE Developed Markets ETF	193	$41.49	$72.25	$14K	2.0%	+74.2%
BLK	blackRock, Inc.	13	$541.72	$1049.83	$14K	1.9%	+93.8%
IWN	iShares Russell 2000 Value ETF	62	$128.58	$218.03	$14K	1.9%	+69.6%
VG VGT	Vanguard Information Tech ETF	47	$171.95	$120.12	$6K	0.8%	-30.1%

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 →