Donald Sternoff Beyer Stock Portfolio

Simulatedⓘ

Democratic · House · VA

Donald Sternoff Beyer'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

$428K

Unrealized P&L

$191K

+80.9%

Realized P&L

$126K

Open Positions

Performance vs S&P 500

+5.2%

SPY +9.1%

α -3.9%

+2.4%

SPY +6.3%

α -3.9%

+11.8%

SPY +8.2%

α +3.6%

+29.3%

SPY +30.5%

α -1.2%

+79.1%

SPY +79.5%

α -0.4%

+76.0%

SPY +76.0%

α -0.0%

All

+183.0%

SPY +129.8%

α +53.2%

Head-to-head with S&P 500

Live Holdings23 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MS	Morgan Stanley	383	$84.86	$192.59	$74K	17.3%	+127.0%
CDNS	Cadence Design Systems Inc	163	$153.39	$362.29	$59K	13.8%	+136.2%
GS	Goldman Sachs group, Inc.	58	$341.94	$936.07	$55K	12.8%	+173.8%
JPM	JP Morgan Chase & Co.	172	$150.36	$302.25	$52K	12.2%	+101.0%
COST	Costco Wholesale Corporation	42	$460.69	$1006.44	$42K	9.8%	+118.5%
KA KAI	Kadant Inc	102	$173.61	$343.19	$35K	8.2%	+97.7%
IA IAU	Ishares gold Trust	388	$33.59	$88.89	$34K	8.1%	+164.6%
REGN	Regeneron Pharmaceuticals, Inc.	28	$612.04	$712.51	$20K	4.7%	+16.4%
BRK.B	Berkshire Hathaway Inc New	28	$312.26	$476.82	$14K	3.2%	+52.7%
IY IYZ	iShare US Telecommunications ETF	246	$32.51	$41.42	$10K	2.4%	+27.4%
CY CYRX	CryoPort, Inc.	663	$32.18	$13.61	$9K	2.1%	-57.7%
IX IXJ	iShares Global Healthcare ETF	90	$89.08	$91.56	$8K	1.9%	+2.8%
BB BBH	VanEck BioTech ETF	42	$190.18	$184.10	$8K	1.8%	-3.2%
GH	Guardant Health, Inc.	25	$105.09	$94.51	$2K	0.6%	-10.1%
NTLA	Intellia Therapeutics, Inc.	142	$34.23	$14.04	$2K	0.5%	-59.0%
NEE	NextEra Energy, Inc.	12	$72.14	$93.14	$1K	0.3%	+29.1%
DIS	Walt Disney Company	9	$143.90	$107.75	$963	0.2%	-25.1%
NVS	Novartis Ag	3	$84.24	$146.16	$511	0.1%	+73.5%
RDS.A	Royal Dutch Shell PLC Royal Dutch Shell ADR	9	$41.53	$51.04	$477	0.1%	+22.9%
VZ	Verizon Communications Inc.	7	$51.19	$47.19	$340	0.1%	-7.8%
SLB	Schlumberger NV	4	$28.72	$53.40	$204	0.1%	+85.9%
CVS	CVS Health Corporation	2	$100.79	$90.56	$198	0.1%	-10.2%
EDIT	Editas Medicine, Inc.	30	$28.75	$3.11	$94	0.0%	-89.2%

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 →