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
$437K
Unrealized P&L
$15K
+3.5%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
+1.5%
SPY +9.1%
α -7.7%
3M
-2.1%
SPY +6.3%
α -8.4%
6M
+1.1%
SPY +8.2%
α -7.2%
1Y
+30.3%
SPY +30.2%
α +0.1%
3Y
+30.6%
SPY +22.5%
α +8.2%
5Y
+30.6%
SPY +22.5%
α +8.2%
All
+30.6%
SPY +22.5%
α +8.2%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 145 | $318.87 | $46K | -3.4% | |
| 44 | $950.18 | $41K | +27.5% | |
| 150 | $273.04 | $41K | +27.7% | |
| 92 | $414.28 | $38K | -4.9% | |
| 310 | $100.56 | $31K | -4.0% | |
| 208 | $146.73 | $31K | -3.5% | |
| 151 | $193.00 | $29K | -9.1% | |
| 99 | $217.04 | $22K | -20.3% | |
| 53 | $402.13 | $21K | +18.8% | |
| 49 | $428.17 | $21K | +31.3% | |
| 56 | $302.25 | $17K | -0.3% | |
| 648 | $25.19 | $16K | +1.1% | |
| 47 | $318.72 | $15K | -7.7% | |
| 31 | $423.88 | $13K | -16.9% | |
| 227 | $49.58 | $11K | +13.1% | |
| 38 | $293.62 | $11K | +40.2% | |
| 26 | $400.54 | $10K | +30.3% | |
| 9 | $875.64 | $8K | -2.9% | |
| 78 | $99.45 | $8K | -3.5% | |
| 4 | $427.50 | $2K | +13.8% | |
| 14 | $130.64 | $2K | +8.9% | |
| 20 | $65.99 | $1K | +4.4% | |
| 2 | $293.70 | $586 | +14.9% |
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 →
