Republican · House · OH
David Taylor'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
$485K
Unrealized P&L
$63K
+15.0%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
+3.1%
SPY -5.4%
α +8.5%
3M
-1.2%
SPY -4.9%
α +3.6%
6M
+11.1%
SPY -0.5%
α +11.7%
1Y
+13.7%
SPY +9.7%
α +4.0%
3Y
+44.6%
SPY +22.1%
α +22.5%
5Y
+44.6%
SPY +22.1%
α +22.5%
All
+44.6%
SPY +22.1%
α +22.5%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 145 | $423.00 | $62K | +28.2% | |
| 44 | $1360.95 | $59K | +82.7% | |
| 92 | $531.70 | $49K | +22.1% | |
| 150 | $259.91 | $39K | +21.5% | |
| 151 | $229.16 | $35K | +8.0% | |
| 208 | $165.56 | $34K | +8.9% | |
| 310 | $103.42 | $32K | -1.3% | |
| 99 | $219.70 | $22K | -19.3% | |
| 31 | $654.65 | $21K | +28.4% | |
| 56 | $335.30 | $19K | +10.6% | |
| 53 | $342.86 | $18K | +1.3% | |
| 47 | $343.61 | $16K | -0.4% | |
| 49 | $293.06 | $14K | -10.2% | |
| 648 | $21.66 | $14K | -13.1% | |
| 227 | $53.22 | $12K | +21.4% | |
| 78 | $131.01 | $10K | +27.2% | |
| 9 | $914.25 | $8K | +1.3% | |
| 38 | $201.16 | $8K | -4.0% | |
| 26 | $285.72 | $7K | -7.0% | |
| 4 | $547.62 | $2K | +45.8% | |
| 14 | $126.89 | $2K | +5.8% | |
| 20 | $68.15 | $1K | +7.8% | |
| 2 | $343.43 | $686 | +34.4% |
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 →
