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
$465K
Unrealized P&L
$43K
+10.1%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
-4.3%
SPY +0.6%
α -4.9%
3M
+2.8%
SPY +4.6%
α -1.7%
6M
+14.9%
SPY +21.1%
α -6.2%
1Y
+14.1%
SPY +15.8%
α -1.7%
3Y
+38.6%
SPY +27.5%
α +11.1%
5Y
+38.6%
SPY +27.5%
α +11.1%
All
+38.6%
SPY +27.5%
α +11.1%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 145 | $361.19 | $53K | +9.4% | |
| 44 | $1156.09 | $50K | +55.2% | |
| 92 | $499.77 | $46K | +14.8% | |
| 150 | $249.47 | $37K | +16.6% | |
| 310 | $100.72 | $31K | -3.9% | |
| 151 | $203.72 | $31K | -4.0% | |
| 208 | $147.35 | $31K | -3.1% | |
| 53 | $438.22 | $23K | +29.4% | |
| 99 | $204.71 | $20K | -24.8% | |
| 31 | $618.71 | $19K | +21.4% | |
| 56 | $337.75 | $19K | +11.4% | |
| 49 | $355.19 | $17K | +8.9% | |
| 648 | $25.36 | $16K | +1.8% | |
| 47 | $297.56 | $14K | -13.8% | |
| 227 | $51.98 | $12K | +18.6% | |
| 38 | $307.48 | $12K | +46.8% | |
| 78 | $122.22 | $9K | +18.7% | |
| 26 | $338.11 | $9K | +10.0% | |
| 9 | $974.68 | $9K | +8.0% | |
| 4 | $515.91 | $2K | +37.4% | |
| 14 | $118.49 | $2K | -1.2% | |
| 20 | $58.08 | $1K | -8.1% | |
| 2 | $336.40 | $672 | +31.6% |
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 →
