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
$445K
Unrealized P&L
$23K
+5.4%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
+0.3%
SPY -0.8%
α +1.1%
3M
+7.1%
SPY +14.0%
α -6.8%
6M
+0.2%
SPY +7.8%
α -7.6%
1Y
+26.8%
SPY +24.0%
α +2.9%
3Y
+32.9%
SPY +23.6%
α +9.3%
5Y
+32.9%
SPY +23.6%
α +9.3%
All
+32.9%
SPY +23.6%
α +9.3%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 44 | $1103.95 | $48K | +48.2% | |
| 145 | $326.77 | $48K | -1.0% | |
| 150 | $233.41 | $35K | +9.1% | |
| 92 | $369.09 | $34K | -15.3% | |
| 310 | $107.20 | $33K | +2.3% | |
| 151 | $207.63 | $31K | -2.2% | |
| 208 | $147.90 | $31K | -2.7% | |
| 53 | $434.32 | $23K | +28.3% | |
| 99 | $211.59 | $21K | -22.3% | |
| 49 | $395.04 | $19K | +21.1% | |
| 56 | $331.58 | $19K | +9.4% | |
| 38 | $399.63 | $15K | +90.8% | |
| 47 | $326.59 | $15K | -5.4% | |
| 648 | $22.17 | $14K | -11.0% | |
| 31 | $452.84 | $14K | -11.2% | |
| 227 | $53.42 | $12K | +21.9% | |
| 26 | $348.79 | $9K | +13.5% | |
| 9 | $959.57 | $9K | +6.4% | |
| 78 | $107.69 | $8K | +4.5% | |
| 4 | $464.99 | $2K | +23.8% | |
| 14 | $129.97 | $2K | +8.3% | |
| 20 | $55.71 | $1K | -11.8% | |
| 2 | $297.28 | $593 | +16.3% |
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 →
